Pipeline
Conversational AI intake & lead routing
Multi-step intake that captures injury details, accident facts, insurance, and providers — while an LLM scores lead quality, identifies case type, flags missing info, and routes to represented vs. non-represented workflows.
What this module will include
- Conversational multi-step wizard with progress save
- AI scoring: case type · injury severity · urgency · lead quality
- Auto-detection of missing critical fields with follow-up prompts
- Upload center for police reports, photos, prior records
- E-signature placeholder + retainer routing
- Status routing: Retained · Pending review · Declined · Follow-up
- Hand-off to MerusCase as a Matter once retained
Architecture is in place — components, types, and service folders are scaffolded for this section. Phase 1B brings the live UI and mocked workflow logic; later phases connect MerusCase, Tavrn, and AI services.