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CaseGen
Irvine, California, United States
What it is
CaseGen is a web-based AI receptionist and intake platform built for law firms and attorneys. Its agent handles inbound calls around the clock, filtering unwanted calls and responding to new leads, existing clients, and third parties. It can collect case details, route high-value leads for live transfer, and follow up by text for case photos and documents. For personal injury clients, Maya tracks medical treatment, and the agent can contact providers about treatment status. Call tools include analytics, case summaries, real-time transcripts, and playback. CaseGen lists integrations such as Filevine, Clio, Zapier, Google Sheets, Calendly, LawPay, PracticePanther, Smokeball, and MyCase. Firms using Vonage, RingCentral, or another phone system can forward calls to an assigned CaseGen number. Pricing is customized to call volume, billed per call month to month, and includes an implementation fee. CaseGen says it assists with call handling and intake workflows, not legal advice, and does not guarantee business outcomes.
For and against
For
- Answers inbound calls around the clock.
- Can route high-value leads for live transfer.
- Provides transcripts, summaries, analytics, and playback.
- Lists integrations with legal case-management services.
- Month-to-month billing is based on call volume.
Against
- An implementation fee applies.
- Pricing is customized to call volume.
- CasePeer does not offer an API for integrations.
- The platform does not provide legal advice.
The verdict
CaseGen combines phone intake and follow-up workflows for law firms, with call-volume-based monthly billing and an implementation fee. It supports intake operations but does not provide legal advice or guarantee business outcomes.
Who it suits
CaseGen is designed for law firms and attorneys that want call handling and intake workflows. It may suit firms seeking prospect follow-up, call routing, and text-based document collection.
Plans and prices
Custom plan
Pricing customized to call volume · implementation fee based on setup
Read 3 Oct 2026 · casegen.ai
On the record
- 24/7 receptionist
- Its AI agent answers inbound calls, filters unwanted calls, completes intakes, and handles existing client calls around the clock.casegen.ai · read 3 Oct 2026
- Call handling
- CaseGen answers and routes calls from new leads, existing clients, and third parties, and can flag high-value leads for live transfer.casegen.ai · read 3 Oct 2026
- Call records
- The platform provides call analytics, case summaries, real-time transcripts, and call playback.casegen.ai · read 3 Oct 2026
- Document collection
- CaseGen can follow up by text to collect case photos and documents.casegen.ai · read 3 Oct 2026
- Implementation
- The homepage says practice-area call flows can be set up for inbound and outbound systems and live in 7 days or less.casegen.ai · read 3 Oct 2026
- Integration limit
- CaseGen says CasePeer does not offer an API for integrations.casegen.ai · read 3 Oct 2026
- Integration limitation
- The site says CasePeer does not offer an API for integrations.casegen.ai · read 3 Oct 2026
- Integrations
- The company lists integrations including Filevine, Clio, Zapier, Google Sheets, Calendly, LawPay, PracticePanther, Smokeball, and MyCase.casegen.ai · read 3 Oct 2026
- Intended users
- CaseGen says it is built exclusively for law firms and attorneys and is not a lead-generation company.casegen.ai · read 3 Oct 2026
- Lead follow-up
- Its AI agents follow up with prospects and collect case details, and Maya tracks medical treatment for personal injury clients.casegen.ai · read 3 Oct 2026
- Legal limitation
- The site says CaseGen supports call handling and intake workflows, does not provide legal advice, and does not guarantee specific business outcomes.casegen.ai · read 3 Oct 2026
- Legal scope
- CaseGen states that its platform assists with call handling and intake workflows, does not provide legal advice, and does not guarantee business outcomes.casegen.ai · read 3 Oct 2026
- Maker background
- The company says it was built with legal and growth expertise, including personal injury experience and more than 15 years of law-firm growth work.casegen.ai · read 3 Oct 2026
- Medical coordination
- Its agent follows up with medical providers about clients’ treatment status.casegen.ai · read 3 Oct 2026
- Onboarding
- CaseGen says most firms are ready to launch within 14 days and that its team manages onboarding and CRM configuration.casegen.ai · read 3 Oct 2026
- Phone setup
- The company says firms using Vonage, RingCentral, or another phone system can set up by forwarding calls to an assigned CaseGen number.casegen.ai · read 3 Oct 2026
- Phone systems
- The site says firms using Vonage, RingCentral, or another phone system can set up by forwarding calls to their assigned CaseGen number.casegen.ai · read 3 Oct 2026
- Pricing terms
- Pricing is customized to call volume, billed per call, and offered month to month without long-term contracts; an implementation fee applies.casegen.ai · read 3 Oct 2026
