See What's Under the Hood
CaseBuddy handles the full intake conversation, extracts structured data, scores viability, and delivers case-ready summaries to your dashboard. Here's exactly how each piece works.
The Visitor Experience
Your Visitors Get a Conversation, Not a Form
When a visitor clicks your consultation button, they choose how they want to communicate — voice or text. Either way, they get a real conversation, not a form with blank fields.
The AI greets them in your firm’s voice, asks what brought them in, and follows up based on what they say. If details are vague, it asks for specifics. If something’s unclear, it clarifies. The conversation flows naturally — visitors describe their situation the way they’d describe it to you.
When the conversation is complete, the visitor receives confirmation that their information has been received and that someone from the firm will follow up. They leave knowing they were heard.
See It in Action
Try the live demo or start your free trial. 30 days, full features, no credit card.