Routine status calls pile up
Clients, providers, and insurers all want quick updates. Your team keeps context-switching to answer the same questions all day.
Built for PI Law Firms
Your firm is drowning in calls. 70% do not need a human.
HelloCounsel runs vendor, insurer, and client update calls end-to-end so your team can focus on moving cases forward.
2-week free pilot
Works with your CMS
Advanced Orthopedic AssociatesLien balance inquiry
Resolved in 47 seconds
Hi, this is Mia from Advanced Orthopedic. I need the remaining lien balance for case 24-1187.
Absolutely. I found the case, confirmed the provider, and pulled the open balance. The remaining lien amount is $4,820. I have also logged this call to the case file.
Perfect. Can you send that to the team?
Done. A note and transcript were added to the CMS, and your case manager has been notified.
Built for the systems PI firms already run on
FilevineSmart AdvocateMyCaseCasePeerLitifyRingCentral
The Problem
The calls keep coming, but they do not move the case forward
Your staff should not spend high-value hours chasing routine updates, lien balances, medical-record status checks, and provider scheduling questions.
Answering services do not know the case
Traditional overflow vendors can pick up the phone, but they cannot resolve requests or write notes to the right matter.
Work falls through the cracks
Even when calls are handled, notes are delayed, summaries are incomplete, and the follow-up still lands on your team.
How It Works
HelloCounsel handles the repetitive 80%
Designed to resolve operational calls cleanly and escalate the moments where your legal team should step in.
Answers instantly
Picks up overflow, after-hours, provider, insurer, and client update calls with firm-specific context.
Resolves the request
Handles lien balances, records confirmations, appointment changes, and status requests naturally.
Logs to your CMS
Every call is transcribed, summarized, and written into the correct case workflow automatically.
Escalates when needed
New intake and high-sensitivity calls route to your team with the right context attached.
Deep CMS Integration
Built to fit into how your firm already works
Pull case data in real time. Write call notes back automatically. Remove manual entry and disconnected call logs.
Filevine
Smart Advocate
MyCase
CasePeer
Litify
RingCentral
What Firms Are Saying
PI firms are already seeing the difference
“We finally had a way to handle repetitive provider and status calls without bouncing everything back to our case team. The handoff rules were the part that mattered most to us.”
Amanda R.COO, Multi-location PI Firm“What stood out was not the voice tech. It was the ability to route the wrong calls out immediately and document the right ones correctly inside the case workflow.”
Brian T.Managing Partner, PI Litigation Firm“We were skeptical about automation at first. The reason we moved forward was the phased rollout. Overflow first, escalation rules locked down, then broader usage.”
Daniel K.Director of Operations, Growth-stage PI FirmBook Your Demo
See HelloCounsel handle your firm's calls in 20 minutes
We will walk through a live call demo with your CMS and show what the operational ROI looks like at your current call volume.
- Live demo with your actual workflow
- Custom ROI estimate for your firm
- Hear a real AI-handled call in action
- 2-week free pilot included
Ready to see it live?
The ad page is intentionally unlisted. Use the booking page below to schedule your walkthrough.
Book a 20-Minute Demo2-week free pilot. No credit card required.
Common Concerns, Solved
We have solved the blockers that hold PI firms back
What if the AI says something wrong?
Complex requests escalate instantly to your team. You control scripts, protocols, and escalation logic.
Our intake process is complex
Call flows are configured around your firm’s specific protocols, routing rules, and CMS fields.
We do not want to disrupt our team
Start with overflow and after-hours first. Expand only when your workflows are dialed in.
What about HIPAA and security?
Data stays inside tightly controlled operational workflows with auditability, escalation paths, and firm oversight.
Common Questions
Questions we hear from every COO
Will callers know they are talking to AI?
HelloCounsel is designed to sound professional and helpful. Most callers care that they get an accurate answer quickly, not whether a human typed it.
What about new client intake calls?
Those are routed to your team. HelloCounsel focuses on the routine operational volume that slows everyone down.
How long does implementation take?
Most firms are live within two weeks, starting with overflow and after-hours coverage before expanding.
We already use Supio or EvenUp. Is this redundant?
No. Those tools support legal work; HelloCounsel supports the operational call handling around the case lifecycle.
Your team is answering the same calls hundreds of times a year. Let AI handle them.
Join the PI firms freeing up staff time, reducing answering-service spend, and giving clients better responses.