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From First Call to Final Offer — Without Losing the Thread

TrueVow helps solo and small PI firms capture calls, qualify leads, structure case value, and support settlement decisions through one controlled pipeline.

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Deterministic intake controls
Pre-approved question paths
Firm-controlled recording policy
Approval required
Caller
Benjamin
INTAKE
Grading
Booking
LEVERAGE
SETTLE
Stage 1 — INTAKE

Benjamin Answers and Qualifies

When a potential client calls your firm, calls can route to Benjamin based on your configured schedule, routing rules, and intake setup. Benjamin answers routed calls when enabled, helping reduce voicemail leakage and missed opportunities. Benjamin walks through a structured, practice-specific intake path using pre-approved question branches configured for the firm. The flow can support yes/no questions, short structured responses, and open-ended caller responses where the firm has approved them.

How Benjamin handles the call

  • Answers routed calls when enabled, based on the firm's configured routing schedule
  • Follows deterministic intake controls with pre-approved question paths configured for the firm
  • Can support yes/no questions, structured responses, and approved open-ended prompts
  • Captures caller responses into structured intake records with key facts, scores, and risk flags
  • Audio recording and transcript generation are optional and controlled by the law firm's retention policy

Why deterministic, not generative AI

Benjamin is designed to operate with deterministic intake controls and minimal generative AI. The firm controls the approved question paths, escalation rules, and recording policy. Where open-ended responses are captured, the system records and structures the caller's answer without giving legal advice or making legal judgments.

What this means for compliance

You review and approve the intake script before it goes live. Benjamin is designed to follow your approved rules and escalation paths. If a caller says something that triggers a risk flag (e.g., timing concern, adverse party admission), Benjamin routes accordingly and flags it for your review.

Lead Grading: A+ / B / C / D

After each call, Benjamin assigns a lead grade based on qualification criteria you define. This is not guesswork — it is a deterministic score based on the answers provided.

A+
Strong intake fit. Priority review recommended.
Priority
B
Likely qualified. May need follow-up before booking.
Visible
C
Partial fit. Could improve with more information.
Visible
D
Not a fit for your practice. Polite close.
Visible

All Intake Records Visible

Every intake record remains visible inside the portal. Benjamin may flag A+ opportunities for priority review, but TrueVow INTAKE does not use public per-lead unlock fees.

Your firm reviews and decides which opportunities to pursue.

Booking + Priority Alert

Qualified leads can be booked into your calendar based on your firm’s configured rules. You receive a priority SMS alert with the key details: who called, why they called, and when the consultation is scheduled.

You receive the structured intake record first. If your firm enables recordings or transcripts, those can be reviewed according to your retention policy.

Stage 2 — LEVERAGE

Structure Case Value

Most solo and small PI firms don't lose cases. They lose value inside the case. LEVERAGE is the case-structure layer between intake and settlement. It helps attorneys calculate damages, track deadline risk, run demand-readiness checks, and organize case facts for attorney review.

What LEVERAGE does

  • Calculates damages from attorney-provided inputs
  • Tracks deadline-risk signals based on configured jurisdiction rules
  • Runs demand-readiness checks before attorney review
  • Organizes structured case facts without generating legal demand text
  • Supports attorney-controlled case preparation

What LEVERAGE is not

LEVERAGE is not case management software. It is not a strategy recommendation engine. It does not tell you what a case is worth. It structures the information you already have — and surfaces what you might be missing.

See the LEVERAGE page →

Stage 3 — SETTLE

Confidence-Labeled Settlement Intelligence

When you are preparing a demand or evaluating a settlement offer, SETTLE provides structured settlement ranges with confidence labels — so you know how much weight to give each data point.

How SETTLE works

  • Generates settlement ranges with confidence labels (High / Medium / Low)
  • Draws on available comparable settlement signals, with data sources and confidence clearly labeled
  • Confidence-based billing: no charge if data is insufficient for a reliable range
  • You confirm before paying for low-confidence reports

What SETTLE is not

SETTLE does not guarantee a specific settlement outcome. It does not replace your professional judgment. It provides structured, confidence-labeled signals to support your decision — before you make it.

See the SETTLE page →

Approval + Customer Portal

TrueVow does not offer public checkout. All access requires application and approval. Here is how the flow works:

1

Apply

Submit your application. We review your practice area and jurisdiction.

2

Approval

If approved, you receive an invite to the customer portal.

3

Configure

Select your plan, set up intake scripts, connect your calendar.

4

Go Live

Forward your phone. Benjamin starts answering after setup is complete.

Why approval-first?

We limit onboarding to maintain setup quality and protect existing users' competitive position. Not every firm is approved. If your county is at capacity, you may be placed on a waitlist.

How TrueVow Differs from Alternatives

TrueVow Answering Service DIY Voicemail
Answers routed calls when enabled Varies by provider
Screens intake fit
Flags priority and can book consults
Firm-controlled recording policy Varies
Case structure support ✓ (LEVERAGE)
Settlement range context ✓ (SETTLE)

Why TrueVow Starts With Intake

Broader legal AI platforms may support drafting, discovery, medical summaries, demand letters, or full case lifecycle workflows. TrueVow is intentionally intake-first.

For solo and small PI firms, the first leak usually happens before a case exists: missed calls, slow response, weak qualification, poor handoff, and no clear priority signal.

TrueVow focuses on that first leak before asking the firm to adopt a larger system.

Broader Legal AI Platforms TrueVow
May try to automate many legal workflows at once Starts with call capture, qualification, and booking
Often requires broader workflow adoption Can begin with phone routing and calendar setup
May feel built for larger firms Built for solo and small PI firms
May emphasize AI breadth Emphasizes control, approved paths, and structured records
May require deeper integrations Supports structured handoff first

Frequently Asked Questions

Is Benjamin an AI chatbot?

No. Benjamin is not a free-form chatbot. It uses deterministic intake controls and pre-approved question paths configured for the firm. It can capture open-ended caller responses where approved, but it does not provide legal advice or make legal judgments.

Does Benjamin record calls?

Recording and transcript generation are optional. If the law firm enables them, audio and transcripts are retained according to the firm's configured retention policy. If disabled, the system relies on structured intake facts, scores, and risk flags as the core business record.

How does lead priority work?

Every intake record remains visible inside the portal. Benjamin may flag A+ opportunities based on firm-approved criteria, but the firm reviews and decides which opportunities to pursue. TrueVow INTAKE does not use public per-lead unlock fees.

How long does setup take?

After approval and plan selection, setup timing depends on routing, calendar access, intake configuration, recording policy, and firm readiness. We limit onboarding to maintain setup quality. You will configure your intake path, connect your calendar, and complete a test call before going live.

Do I have to use all three stages?

No. INTAKE works as a standalone product. LEVERAGE can be used standalone or at the ecosystem price with active INTAKE. SETTLE Per Case is available to approved firms, while SETTLE Pro requires active INTAKE or LEVERAGE. Many firms start with INTAKE and add stages as their pipeline matures.

What practice areas does Benjamin support?

Benjamin currently supports Personal Injury intake with practice-specific qualification scripts. Additional practice areas are being developed. Check with us during the application process for the latest availability.

What is the ROI?

ROI depends on your call volume, consultation conversion rate, and average case fee. We provide a directional ROI calculator that lets you estimate opportunity captured based on your own numbers. This is a directional estimate only — not a promise, prediction, or guarantee.

See the ROI Calculator →

How is TrueVow different from broader legal AI platforms?

Broader legal AI platforms may support drafting, discovery, medical summaries, demand letters, or full case lifecycle workflows. TrueVow is intake-first and built for solo and small PI firms. It focuses on pipeline control: capturing routed calls, qualifying leads, booking consultations, structuring case value, and supporting settlement decisions with clear product boundaries.

You do not need a full platform migration to start. Most firms begin with INTAKE, then add Nurture Agent, LEVERAGE, or SETTLE only when the workflow proves value.

Ready to See It Work?

Apply for access. If approved, you will experience Benjamin live before you commit.

Apply for Access →
Bar-conscious workflows Deterministic intake controls Approval required No public checkout