- Mass tort intake runs on a stack, not one tool: an intake CRM to capture and convert leads, a dialer and call-qualification layer to work them, a consent certificate to prove the opt-in, and a case-management system to hold the file.
- Below are the 10 that matter in 2026, ordered by where they sit in the intake journey, not ranked best-to-worst. Three publish real pricing; the rest are quote-only.
- Almost all of them prove the form or manage the file. Only one proves what was actually said on the call, and in mass tort the firm carries strict TCPA liability for exactly that.
The mass tort intake stack is the set of software a plaintiff firm or lead aggregator uses to turn a raw inbound lead into a signed, qualified claimant: an intake CRM, a dialer and call-qualification layer, a consent-certification tool, and a case-management system. It exists because mass tort client acquisition is expensive and unforgiving. Agencies that buy mass tort leads put the cost per signed case in the high hundreds to several thousand dollars, a lead contacted within five minutes qualifies far more often than one called an hour later (the widely cited Lead Response Management research put it near 21x), and every call carries strict TCPA liability the firm cannot delegate away. The right stack protects all three: the money, the speed, and the record.
That last one is where most stacks have a hole, and we will get to it.
The mass tort intake stack at a glance
| Tool | Category | Pricing |
|---|---|---|
| Captorra | Intake / lead conversion | Custom / quote-based |
| Law Ruler | Intake CRM + dialer | Custom / quote-based |
| Klariqo | Verifiable call record (+ AI qualification) | From $0.02/min (record); voice AI $0.10–$0.15/min |
| Convoso | Outbound dialer | Custom / quote-based |
| CallRail | Call tracking / attribution | $50–$195/month + usage |
| TrustedForm | Consent certification | Certify free; Retain/Verify from $0.15/cert |
| Filevine | Case management | Custom / quote-based |
| SmartAdvocate | Case management | Custom / quote-based |
| Litify | Case management (Salesforce-native) | Custom / quote-based + Salesforce |
| CASEpeer | Case management (PI) | $79 / $119 / $149 per user/month |
The 10 tools, in intake order
1. Captorra — intake and lead conversion
Captorra is a legal intake platform built around logic-based intake scripts, process automation, e-signature, and retainer-package management. Mass tort and high-volume PI firms use it to turn inbound leads into signed retainers without letting anyone slip through the cracks between the first call and the signature.
It sits at the very front of the funnel, where speed-to-lead is won or lost. If your problem is "we buy leads and lose them before they sign," this is the category you are shopping in.
Pricing: custom / quote-based (not publicly listed).
2. Law Ruler — intake CRM with a built-in dialer
Law Ruler is a legal client-intake CRM with an intake-form builder, automated email and SMS campaigns, a built-in softphone dialer, one-click e-signature, and pipeline management. It is aimed squarely at high-volume PI, mass tort, and contingency-fee firms that process large numbers of inbound leads and want the dialer and the CRM in one place.
The pull is consolidation: capture, nurture, and dial from one screen instead of stitching three tools together. It is owned by ProfitSolv, the legal-software group.
Pricing: custom / quote-based (three tiers; contact for a quote).
3. Klariqo — a verifiable record of what was said on every call
Klariqo is the compliance layer for brands and call centers. Every intake call it runs comes back as a Klariqo Call Record (KCR): a signed, independently timestamped record of exactly what was said, that anyone can verify without taking your word for it. In a practice area where the firm carries strict TCPA liability for what was said on a call it did not personally place, that is the difference between holding proof and holding a story. No other tool on this list produces it. The consent tools prove the web form, the case systems hold the file, and a raw recording on your dialer can be edited by anyone.
It runs on the dialer you already have (VICIdial and most SIP setups), and it also does the intake work itself: AI qualifies the call — exposure, timeline, jurisdiction, prior representation — and routes only the qualified claimant to a paralegal with the screening data attached. But the record is the reason it belongs on this list. (For the AI screening mechanics, see AI intake for personal injury and mass tort firms.)
Pricing: from $0.02/min for the call record (KCR + 100% QA); voice AI $0.10–$0.15/min by volume. $5 in free credits to start.
4. Convoso — outbound dialer
Convoso is a cloud-based outbound and omnichannel contact-center platform with predictive and power dialing, lead management, answering-machine detection, and compliance tooling. High-volume outbound operations, including legal lead-gen and intake call centers, use it to work large lead lists at scale and route interested prospects to agents.
If your intake is outbound-heavy — calling purchased and aged leads rather than waiting for inbound — this is the layer that does the dialing.
Pricing: custom / quote-based (per seat).
5. CallRail — call tracking and attribution
CallRail is a call-tracking and marketing-attribution platform. Using dynamic number insertion, call recording, and conversation analytics, it tells a firm which ad, campaign, or keyword drove each inbound intake call. Marketing teams use it to measure and cut the cost of the leads they are already buying.
It does not manage cases or dial out; it answers one question well: where are my good calls coming from, and what am I paying for them.
Pricing: published — $50 to $195/month depending on tier, plus usage (extra minutes, numbers, and texts billed on top).
6. TrustedForm — consent certification
TrustedForm is a consent-certification tool. It documents lead consent by capturing a certificate: a timestamped, session-replay record of the web form or opt-in a consumer completed. Firms and lead buyers use it to prove TCPA consent existed for a lead before anyone dials it, and it is the standard buyers ask for by name.
One ownership note that matters in 2026: TrustedForm is owned by ActiveProspect, which acquired Verisk Marketing Solutions (Jornaya and Infutor) in January 2026 — so TrustedForm and Jornaya are now one company. What it proves stops at the form, though. It says nothing about what was said once the call connected. (TrustedForm vs Jornaya vs KCR breaks that line down.)
Pricing: Certify is free; Retain and Verify start at $0.15 per certificate; self-serve accounts from $10/month.
7. Filevine — case management
Filevine is a cloud-based legal case and matter management platform: document management, deadline and task workflows, client communication, and AI features like its demand-letter generator. High-volume PI and mass tort practices use it to run large case inventories on one system after the lead is signed. Its intake product, Lead Docket, is sold separately and covers the front of the funnel.
This is a system of record, not a front-door tool. It holds the file for the life of the case.
Pricing: custom / quote-based (not publicly listed).
8. SmartAdvocate — case management for high-volume litigation
SmartAdvocate is a case-management system with a strong feature set for high-volume litigation: bulk document import with rules-based auto-filing, barcoding for document routing, and customizable fields for tracking settlement tiers and bellwether candidates. Mass tort firms use it to keep large volumes of interconnected cases and evidence organized in one place.
Where it earns its keep is document volume — the part of mass tort that quietly buries firms that grew faster than their filing system.
Pricing: custom / quote-based (not publicly listed).
9. Litify — Salesforce-native legal platform
Litify is a legal operating platform built natively on Salesforce, combining matter management, intake, referral tracking, documents, and reporting in one place. Larger firms already standardized on Salesforce use it to run the full client lifecycle inside an ecosystem their other teams know.
The trade-off to price in: because it runs on Salesforce, it needs a separate Salesforce license on top of the Litify subscription, which is why total cost lands higher than the sticker suggests.
Pricing: custom / quote-based, plus required Salesforce licensing.
10. CASEpeer — case management for plaintiff PI
CASEpeer is a cloud case-management system built specifically for plaintiff personal-injury firms: intake, automated statute-of-limitations alerts, task and case management, two-way texting, and reporting. Small-to-mid PI firms use it to standardize case handling without the weight of an enterprise platform. It is part of the AffiniPay (8am) family.
It is also one of the few tools here that publishes its pricing, which tells you something about who it is built for: firms that want to sign up without a sales cycle.
Pricing: published — $79 (Basic), $119 (Pro), $149 (Advanced) per user/month, no setup fee, no long-term contract.
How to read this stack
Four layers, in order: capture the lead (intake CRM), work and qualify the call (dialer, AI qualification, call tracking), prove the consent (certification), and hold the file (case management). Most firms end up with one tool from each layer, and the tools increasingly overlap at the edges.
Here is the gap. Every layer above proves or manages something — except the words spoken on the call. The consent tools prove the web form. The case systems hold the documents. The dialers place the call and the call-tracking tools tell you where it came from. But when a regulator or a plaintiff's firm asks what your agent actually said on a specific call from eight months ago, a raw recording is not proof — anyone can edit an audio file, and you are asking everyone to take your word that it is the real, complete call. In a practice area running on strict TCPA liability, that is the one record worth having and the one almost nobody in the stack produces.
FAQ
What software do mass tort firms use for intake? Most run a four-part stack: an intake CRM (Captorra, Law Ruler, or Filevine's Lead Docket), a dialer or AI call-qualification layer (Convoso), a consent-certification tool (TrustedForm), and a case-management system (Filevine, SmartAdvocate, Litify, or CASEpeer). The layer most stacks are missing is a verifiable record of what was said on the call itself, which is where a Klariqo Call Record fits.
How much does mass tort intake software cost? Most of it is quote-based and not published. The transparent exceptions: CASEpeer at $79 to $149 per user/month, CallRail at $50 to $195/month plus usage, and TrustedForm with free Certify and Retain/Verify from $0.15 per certificate. Everything else requires a sales call.
What is the best CRM for mass tort intake? There is no single best; it depends on volume and whether you want the dialer built in. High-volume shops that want intake and dialing in one tool look at Law Ruler; conversion-focused shops look at Captorra; firms standardized on a case system often use its native intake (Filevine's Lead Docket).
Do these tools prove TCPA consent? TrustedForm proves the web form the consumer submitted. None of the case or intake tools prove what was said once the call connected. A Klariqo Call Record is the call-side equivalent: a signed, independently timestamped record of the conversation itself.
Do these tools integrate with each other? Most stacks pair a CRM, a dialer, and a consent tool, and many offer webhook or native connections. Integration specifics vary by vendor and change often, so confirm the exact connections you need with each vendor before you buy.
Prove the call, not just the form
Mass tort intake has never had more tools, and they are good at what they do: capturing leads, dialing them, proving the form, and holding the file. The one thing the stack still leaves open is the call itself — what was said, and whether you can prove it when it counts.
That is the gap a Klariqo Call Record closes: a signed, independently timestamped record of every call, verifiable by anyone, no account required. See what goes into one in What is a Klariqo Call Record, or, if you are the brand or aggregator carrying the liability, how buyers write it into their vendor contracts.
Turn one of your own calls into a verifiable record, free, no account →
By Ansh Deb, Founder & CEO, Klariqo Last updated: 2026-07-20