What an AI-Powered CRM Should Do for a Small PI Law Firm
How intake calls and the demand letter draft land in one record the attorney reviews.
An AI-powered CRM for a small personal-injury firm should answer every intake call, day or night, and keep each caller on the same record that the attorney reviews. The demand letter draft lands on that record later, and it stays a draft until the attorney adopts it. On contingency, a car-accident lead who reaches voicemail at 9pm dials the next firm on her search results and signs with whoever picks up first.
Nimbus Marlowe is the AI operations layer for personal-injury law firms, starting with intake. We built it for plaintiff practices of one to ten attorneys, the kind of office where the managing attorney picks up the phone between hearings and finishes demand letters at night.
What does a CRM do at a contingency PI firm?
A law firm CRM follows a prospective client from the first call to the signed engagement agreement. It holds the contact, where the lead came from, each conversation, and how long the firm took to respond. Once the client signs, the firm opens the matter in its case management software, and the intake stretch is over. The guide to a CRM for personal-injury law firms covers that handoff in more depth.
For a plaintiff firm, the stretch before signing is where fees disappear without a trace. The caller who left a voicemail on Friday and signed with another firm by Monday never reaches the case system. She shows up in the CRM only if someone at the firm logged her, and at a five-person office the person who would have done it was in a deposition when she called.
What does the AI add around the record?
Records go stale when nobody has time to fill them in, starting with the calls that come in over the weekend. Nimbus puts agents around the CRM, each one doing a single operational job.
- •Intake coordinator. Picks up every inbound call by voice, 24 hours a day, and books a consult when the caller meets the firm's own intake criteria. The lead lands in the CRM as a structured intake packet.
- •Demand letter drafter. Turns the file into a complete demand letter draft.
- •Contract analyst. Reviews agreements and flags the terms that matter.
- •Case preparation. Assembles what the team needs to move the matter.
- •Collections follow-up. Keeps post-resolution outreach running at the point where follow-up has quietly become nobody's job.
- •Research assistant. In-app research and drafting help your team uses directly, included with the app.
The intake coordinator only answers people who contacted the firm first. Whether a caller has a claim is a question for the attorney at the consult, so the coordinator gathers the details the firm's criteria call for and gives no legal advice.
Who checks the AI's work?
The demand letter drafter hands the attorney a draft, and the attorney edits it and decides when it goes to the adjuster. What a flagged term in an agreement means for the client is the lawyer's call.
Conflict checks stay with the attorney. Nimbus does not calculate filing deadlines or weigh the merits of a claim.
An owner worries about a bad call, where the AI says something wrong to an injured person and the firm wears it. The coordinator works from the firm's own intake criteria and books time on the firm's calendar. Every call leaves a structured intake packet in the CRM that the attorney can read before the consult starts.
Does an AI CRM replace case management software?
Nimbus sits in front of the practice-management system you already run. Your matters stay where they are while you try it. A firm shopping for a full practice-management replacement should look elsewhere.
Because nothing gets replaced, the owner who feels the missed calls can turn on the intake coordinator alone and read a few weeks of intake packets before committing to anything else.
What does an AI-powered CRM cost a small PI firm?
Nimbus publishes its pay-as-you-go rates. Each agent rate is a flat fee per completed administrative unit, identical regardless of how the case turns out. There are no seats, so adding a paralegal adds no charge of its own.
- •Free CRM. $0 and never invoiced, covering contacts, matters, documents and the client portal.
- •Pay-as-you-go. Flat published per-unit rates with no minimum. A qualified intake is about $18 and a demand letter draft is $170. Contract review is $65. Case preparation and collections follow-up are priced per unit too, and the Nimbus Marlowe product page lists both rates.
- •Committed. Discounted per-unit rates with a $500 monthly minimum. When usage falls short of that floor, the difference appears as a true-up line item. Nothing is prepaid.
- •Texting. A one-time $49 SMS setup and $5 a month for a dedicated number, where applicable.
The research assistant comes with the app and carries no per-unit price.
No Nimbus fee is ever a percentage of a recovery. The company never takes custody of client funds, and payment runs on the firm's own rails.
Where should a small PI firm start?
Start with the job costing you the most this month. For a firm losing weekend calls, that is the intake coordinator, billed at about $18 per qualified intake with no minimum. If demand letters are the backlog, send a couple of files that are ready for a demand through the drafter and read what comes back.
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Nimbus Marlowe is the AI operations layer for personal-injury firms. The CRM is free, pricing is flat and per-unit, and every output is a draft your attorneys review and adopt.