Everything between “we got rear ended” and a signed case.
One intake brain across your website and your texts, with phone lines coming soon. This page is every screen of it — what your firm ships, what a claimant sees, and what lands in your dashboard. AI intake runs on Pro and Premium; texting, evidence capture and living case files are Premium. Compare plans.
A chat that belongs to your firm.
The widget lives on your website, in your colors, under your name, with your disclosure language. Visitors talk to your firm; Burt is the engine underneath, never the brand on top.
- Branded per firm: accent color, firm name, and your own required disclosure text.
- Featherweight: a tiny script that never slows your pages or your Core Web Vitals; the chat itself loads only when a visitor opens it.
- Locked to your domain: your embed key only works on the websites you authorize.
- English or Spanish: a visitor is met in their language, and the intake reads the same either way.
That’s the whole install. One line of code, or the Burt for WordPress plugin, where Connect does even that for you.
Phone intake that doesn’t sound like a phone tree.
Phone intake is coming soon. The same AI will answer your inbound calls: natural voice, real conversation, full intake. No menus, no “press 2”, no hold music at midnight.
- Evidence follow-up by text: a photo link sent during the call, so evidence will land while the caller is still on the line.
- One brain, every channel: a caller who later opens your website chat will continue the same case file, not a second intake.
- Same case file, same scoring: phone leads will be scored against the same PI intake criteria as chat, and land as the same worked-up file. What you pay for it lives on pricing.
The case file, dissected. Pro + Premium
Every qualified lead arrives as a worked-up file in your dashboard. This is the exact screen your team sees.
- Injury type
- Slip and fall
- Injury date
- Sep 20 said as “sunday”
- Severity
- Severe
- Incident state
- TX
- Liability
- Strong
- Representation
- Not represented
The score is explained, not oracular. Click “Why this score?” and every point is itemized: injury reported, severity, how recent. Your team learns to trust it because they can read it.
Vague answers become usable facts. “Sunday” is parsed to a date and kept in the claimant’s own words beside it — both matter in a demand letter.
Unqualified leads explain themselves too. Outside your states, already represented, no injury: the reason is written on the case file, so nothing disappears into a black box.
Evidence that arrives already read.
Every photo, video, and document a claimant sends is analyzed the moment it lands. The file opens with a plain-English account of what each one shows, not a folder of IMG_4471.jpg.
Six months later, when the adjuster argues the damage was pre-existing, you have the footage from the night it happened, and a written description of it from the night it happened.
If you have any photos or video from that day, you can drop them right here and I’ll add them to your file.
that’s from my dashcam
Thank you. I can see the footage: a grey SUV reversing out of a parking space and striking the front driver’s side of your sedan, with the other driver stepping out afterward. That’s useful. Were you inside the car when it was hit, and have you seen a doctor since?
The claimant is understood, not just received.
Burt watches the video, reads the report, and looks at the photo before it answers. So it can say what it saw, ask the right next question, and keep the intake moving. The claimant knows the evidence landed, and knows it mattered.
- Photos, video, and PDFs. Crash scenes, injuries, dashcam clips, police reports, medical paperwork, insurance letters.
- Acknowledged in context. Not “file received”. A reply that names what was sent and asks what follows from it.
- “File attached” still gets one answer. When a claimant sends a photo and a message together, Burt replies once, about both.
From a phone camera to a case file, in one motion.
Three things happen to every file, in the seconds after it is sent. Your team meets it at the end.
Evidence from day one
The record exists from the night of the injury, with what it shows already written down. Not reconstructed from memory at the first client meeting, three weeks later.
Nothing to sort
Each file gets a descriptive title and a summary. Your team stops opening attachments to find out what they are.
Hours back
A two-minute dashcam clip or a twelve-page report is summarized before a paralegal has to watch or read it. Review starts at the substance.
Descriptions are Burt’s reading of the file, kept beside the original for your team to verify. They speed up review; they are not a legal finding.
Your team stays in command.
Every conversation — AI or human — lives in one inbox your whole team shares.
- One-click takeover: jump into any live conversation; Burt steps aside instantly and the claimant never repeats themselves.
- Instant alerts: in-app and email the second a lead qualifies. SMS alerts are coming soon.
- A full record: every handoff, takeover, and human view is written into the transcript. Confidential conversations deserve an audit trail.
That’s the product. Standing it up takes minutes.
Create your firm, set your criteria, paste one line of code. The full walkthrough is on get started.