Jaine.AI

LitigationIntake & Qualification Tool

Impact at a Glance

  • Live across 2 litigations, expanding to more

  • Reusable across 3 use cases: initial intake, plaintiff fact sheets, lien resolution

  • Real-time qualification and e-signature in a single flow - no waiting on a callback

The Problem

Firms were manually calling every potential client to screen them for eligibility. This was slow, dropped leads that never got a callback in time, and wasted agent hours on people who ultimately didn't qualify.

My Role

Product Manager. I conceived, designed, and shipped this feature end to end within Jaine.ai, Garretson's AI legal assistant platform.

Constraints

Built for configurability

Every firm running a litigation has its own qualification criteria, so the tool had to flex per firm, not follow one fixed script.

High Stakes Accuracy

Each questionnaire needed its own tone and branding, with support for running several litigations' questionnaires and reminders at once.

High Stakes Accuracy

This sits at the intersection of AI and legal work - Jaine had to be extremely confident before ever telling someone they qualified or didn't.

Signing on the spot

Qualified users sign a retainer agreement immediately, so a wrong call isn't just a UX problem - it's a real risk for the firm.

Most litigations are sensitive subjects people don't want to discuss with a stranger on the phone.

A self-guided AI flow let people share sensitive information more comfortably and get real-time answers - so more of them finished the process and signed.

What I did

I designed a branded questionnaire flow that qualifies potential clients in real time. If a client qualifies, they can e-sign a retainer agreement immediately - no waiting on a callback. I built the tool to be reusable across use cases (initial intake, plaintiff fact sheets, lien resolution) and brandable per firm, and configured automatic reminder emails for anyone who drops off mid-questionnaire, plus automatic status notifications to firm staff (disqualified, signed, etc.) so nothing falls through the cracks.

Alternates Considered

1. Keep the standard Jaine chat interface; let users describe their situation conversationally, purely as a screening step

2.Use AI to help call center agents track and take notes on who they're calling, without replacing the call itself

Designs

Walkthrough

Collaboration

Outcome

We worked closely with the law firms managing each litigation and with their call center agents to understand the problems and friction points they ran into during the existing phone-based process. We had extensive calls with one partner firm who gave us baseline requirements that applied across every litigation - making sure we covered the fundamentals - and then told us everything they wished they'd had, which let us build something firms would actually want, not just something that met the minimum bar. We integrated PandaDoc for e-signature, and the system is built to expand to other e-signature platforms based on each firm's preference.

~50%

reduction in phone-screening agent staffing at some firms

2

litigations live today, expanding to more

3

reusable use cases: intake, fact sheets, lien resolution

0

dropped leads, thanks to automatic firm follow-up on every disqualified or dropped user