AI Intake &
Onboarding
Answer, qualify and follow up with prospective clients, working toward a signed ATR.
- AI phone answering & intake
- Qualification by your firm’s criteria
- ATR e-signature workflow & follow-up

From the first call to a prepared demand, choose the CaseLuna services that fit your personal injury firm.
Each service is priced separately. Choose one, two or all three—each has its own scope and price.
Answer, qualify and follow up with prospective clients, working toward a signed ATR.
Keep reminders, appointment responses and treatment follow-up in one coordinated workflow.
Hand off requests, provider follow-up and preparation of a demand package for attorney review.
Give your team room to focus on clients. CaseLuna coordinates records requests, provider follow-up, medical chronologies and demand packages for attorney review.
Your attorney reviews and approves. Provider response times determine how long retrieval takes.
One managed workflow: request → follow up → organize → prepare the demand.
12 new cases per month across 12 months. Retrieval timing depends on provider responses.
Bring your next 12 cases into one records-to-demand workflow.
Founder-provided assumptions: $51,000 salary + $12,000 estimated employer payroll taxes = $63,000/year. The tax amount is an illustrative estimate, not a calculated tax liability. Enter your own numbers to compare.
*Illustrative budget comparison: $51,000 annual salary + $12,000 estimated employer payroll taxes = $63,000/year, compared with $50,400 for 12 monthly Firm plan payments. Difference: $12,600/year ($1,050/month), or 20%. $350 per case assumes all 12 new-case slots are used each month. Salary benchmark supplied by our founder; not a market average. This compares budgets, not equivalent staffing capacity or every employee duty. Provider copying fees are separate. Your firm supplies authorizations and case information and resolves exceptions. Under-five-business-day demand preparation starts after all records are received; attorney review and approval are separate.
Help more inquiries reach the next step. CaseLuna answers calls, collects intake information and follows your firm’s approved qualification and onboarding workflow.
Your firm approves qualification criteria, ATR documents and acceptance decisions. A signed ATR or conversion is not guaranteed. Service configuration and integration availability are confirmed during onboarding.
More than 12 new cases per month?
A setup call is required to confirm your plan and pricing.
Demand preparation included in every plan. Provider copying fees are paid separately.
Help clients stay connected to their appointments. Give your team a clearer view of reminders and responses.
6-case minimum · $570 minimum per firm monthly.
Sold separately from medical records coordination.
Appointment-change notifications, rescheduling links, language options and supported scheduling-system connections can be configured during onboarding. Available channels, integrations and usage limits are confirmed before activation.
A client’s confirmation records their response to a reminder. Attendance must be verified separately with the provider or an authorized attendance record.
One case means one person, regardless of providers or pages. Multiple claimants from the same accident count separately, with no shared-accident discount. Unused included cases roll over for one month.
Extra cases cost 1.2 times the plan’s per-case rate. After two consecutive months above your allowance, we discuss a plan that better fits your volume.
Records subscriptions are charged automatically each month in advance. Plans run month to month, and either party may cancel by written notice.
Your firm pays copying charges upfront directly to each provider. Each invoice is forwarded within one business day. Copying fees are neither advanced nor marked up.
More than 12 new cases monthly requires a setup call. For 20 cases per month, pricing is $350 per case ($7,000/month). Volume agreements run over six months, subject to confirmed capacity and a written agreement.
Any agreed free trial is separate from the records subscription and does not start the first paid month.
CRM automation and automatic email updates are available by separate quote for law firms, medical providers and insurance agencies.
Configure workflows in the CRM your organization already uses. A medical records plan is not required.
Send updates from your own email address using wording you approve.
Drafts are prepared from records and bills, with figures and citations checked. Your attorney determines the amount, reviews, edits, signs and sends.
Give personal injury firms less to manage. Build a recurring book of business with CaseLuna.
Introduce a managed medical records service that coordinates requests, provider follow-up, organized records, a source-linked chronology and demand preparation for attorney review.
Founder-reviewed applications · Approval and signed agreement required
You introduce the firm and maintain the relationship. CaseLuna coordinates the agreed records-to-demand service. Your partner role focuses on customers, not chasing medical providers.
Records partners earn 6% of eligible collected subscription revenue: $81/month on Starter, $144/month on Standard, or $252/month on Firm, per attributed paying law firm.
Example: 10 firms paying for Standard generate $1,440/month in gross partner commissions. This is an illustration, not an earnings promise. Continued eligibility and payment are required.
The firm’s simple decision: choose a records plan, provide the required authorizations and case information, and let CaseLuna coordinate the workflow through an attorney-reviewed demand.
Apply to become a partner ↗Applications require approval. Payout timing, attribution and adjustments are set in the signed agreement. Read program terms ↗
See your potential monthly commissions and what they could add up to over the life of your client relationships.
A firm can use either service or both. Each treatment tracking firm has at least six active cases.
Across both services.
Assuming all selected firms pay for 24 months.
Read the Reseller Program Terms ↗
For medical records, resellers earn 6% of eligible collected records subscription revenue. Treatment tracking pays a fixed $10 per active enrolled case each paid month.
Medical records: $81 per Starter firm, $144 per Standard firm, or $252 per Firm-plan firm each paid month. Treatment tracking: $10 per active enrolled case each paid month, or $60 for a firm with six active cases.
Monthly earnings × selected subscription duration = projected client-lifetime earnings. The example holds the customer count, pricing and active case count constant.
Illustration only; earnings are not guaranteed. Recurring commissions depend on eligible, attributed clients continuing to pay, subject to the signed reseller agreement. Actual client lifetimes vary. Refunds, cancellations and eligibility changes affect payouts. These are gross commissions before the reseller’s own expenses and taxes. Custom volume arrangements require a separate quote.
Agencies, consultants, affiliate marketers and business development professionals with relationships with personal injury law firms. Apply with your business details and how you plan to reach suitable firms.
A managed medical records retrieval and demand preparation service. Every records plan includes records and billing requests, provider follow-up, organized files, a source-linked chronology and demand preparation for attorney review. Provider copying fees are separate.
CaseLuna coordinates onboarding and the agreed service handoff. Partners introduce firms, maintain relationships and use approved materials. The law firm supplies authorizations and case information, resolves exceptions and retains all legal decisions.
Your signed reseller agreement sets attribution, eligible collected revenue, payout timing and adjustments. Applying does not activate an account or establish payout rights.
No. Calculator figures are illustrations of gross commissions before your expenses and taxes. Results depend on obtaining suitable firms, eligibility, collected payments and retention.