Verdix Features · Every workflow, every screen

Module 01 · Chat Intake

A 24/7 AI lawyer that books your consults.

When someone visits your site at 11pm with a fresh accident, you don't lose them to voicemail. The Verdix chat widget opens a conversation, asks the right qualification questions, captures the details that matter, and books a consult on your calendar — all in the prospect's language. Works in English and Spanish out of the box. Every conversation becomes a structured case brief in your dashboard, so you wake up to triaged leads, not a transcript dump.

✦Drop one snippet into your site — works on any platform (WordPress, Squarespace, custom)
✦Qualifies leads with practice-area-specific questions (PI, employment, civil, criminal)
✦Books consults directly on your Google Calendar
✦Bilingual EN/ES — no plugins or extra setup

Included in: Solo + Practice + Firm + Full Stack

🔒 yourfirm.com

Your Firm Name

Personal Injury · Workers' Comp · Civil Litigation

Hi! Verdix here

I can answer questions about your case and book a consult. What's on your mind?

I was rear-ended on the 405 yesterday — neck and back pain. Other driver was on his phone.

Sorry to hear that. A few quick questions so I can get an attorney to you within 24 hours: 1. Did you go to the ER or urgent care? 2. Was a police report filed? 3. Do you have a phone number where we can reach you today?

Yes ER. Yes report. (555) 123-4567

Verdix is typing…

Module 02 · Branded Intake Form

A polished intake form on your own URL.

Send prospects a clean, mobile-optimized intake form at verdixlaw.com/intake/your-firm. Branded to your firm name, branched by practice area, and triaged the moment they hit submit. Clients can fill it out in English or Spanish — you don't need a second form, a translator, or a Spanish-speaking paralegal. The AI reads the submission, classifies urgency, flags PI referrals, and stamps the queue with what matters most.

✦Branches by practice area: PI, Workplace, Civil, Criminal
✦Bilingual EN/ES toggle for every form, auto-detects when the client started in Spanish
✦AI urgency triage — flags time-sensitive matters (court dates, deadlines, insurer contact)
✦Embeddable on your existing site via iframe, or share the URL in SMS/email/social

Included in: Intake Platform + all PI tiers

🔒 verdixlaw.com/dashboard/intakes

Live intakes

Recent submissions

4 unread

Maria GonzálezURGESPI

Car accident — neck/back pain, in treatment

12m ago

James PattersonPI

Slip & fall at workplace

2h ago

Latasha Williams

Wrongful termination — retaliation

5h ago

Carlos VegaPI

Auto accident — multiple injuries

yesterday

AIAI-drafted follow-up to María

drafted in 3.1s

Subject: Su consulta con nuestro despacho — próximos pasos

Estimada María, gracias por contactar a nuestro despacho sobre su accidente. Hemos revisado la información que nos proporcionó y nos gustaría programar una llamada de consulta confidencial dentro de las próximas 24 horas...

Module 03 · Demand Letters

A polished demand letter in under a minute.

Feed in the case facts, medical specials, and policy limits. Verdix drafts a professionally-formatted demand letter with the right liability framing, damages math, jurisdiction-specific tone, and a calibrated demand number — ready to review and send. It's not boilerplate. The drafter pulls from your case notes, medical records, and prior demand patterns to produce a letter that reads like a senior PI attorney wrote it.

✦Auto-formats medical specials, lost wages, and pain & suffering math
✦Jurisdiction-aware: California demands ≠ Texas demands ≠ New York demands
✦Citation insertion + legal authority lookup built in
✦Edit freely in the dashboard before sending — full version history

Included in: Practice + Firm + Full Stack

🔒 verdixlaw.com/dashboard/demands/4421

AI demand drafter · Case #4421

Demand letter draft

Case facts

Liability narrative

Rear-end collision on I-405 NB at Roscoe, 03/14/2026. Insured ran a red light, struck rear of client vehicle while client was stopped at signal. Police report (LAPD #2026-7741) confirms insured fault.

Medical specials

$47,892 (ER: $12,400 · PT: $23,200 · MRI: $4,180 · Pain mgmt: $8,112)

AIGenerated demand · ready in 4.2s

Re: Bodily injury claim — Watson v. Acme Distributing

Please accept this correspondence as a formal demand for settlement of the above-referenced matter. Our client, Marcus Watson, suffered significant injuries as a direct result of the negligent conduct of your insured…

Based on the foregoing facts, applicable law, and damages sustained by Mr. Watson — including documented medical specials of $47,892, ongoing pain management, and significant loss of earning capacity — we hereby demand settlement in the amount of

$285,000. This demand is held open for thirty (30) days from receipt. Failure to respond will leave us no alternative but to proceed with formal litigation.

Citations + jurisdiction-specific tone auto-adapted. Edit freely before send.

Module 04 · Lien Negotiation

Negotiate every lien down. Track every dollar saved.

Most PI firms leave $5,000–$15,000 per case on the table by not aggressively negotiating medical liens. Verdix tracks every lienholder, drafts the reduction request letter, logs the back-and-forth, and computes total savings per case and per year. When the settlement closes, the client sees a real itemized breakdown of what you saved them. Word-of-mouth referrals come from that math.

✦Tracks every lienholder per case with negotiation timeline
✦AI-drafted reduction request + counter-offer letters
✦Year-over-year dashboard: total liens reduced, dollars saved per client
✦Settlement-ready: liens auto-flow into the settlement math module

Included in: Practice + Firm + Full Stack

🔒 verdixlaw.com/dashboard/liens/blue-cross

Active negotiation · Watson #4421

Blue Cross PPO — subrogation claim

Settlement value: $285,000

Original claim

$12,180

After negotiation

$7,200

Accepted

$7,200

Saved for client

$4,980

Negotiation history

Mar 14Initial reduction request sent — 60% reduction to $4,872

Mar 22Counter: 28% reduction to $8,750

Mar 24Reply demanding 50% reduction to $6,090

Mar 29Settled at $7,200 — 41% reduction, $4,980 saved

Module 05 · Settlement Math

Settlement statements that don't require a calculator.

Verdix auto-computes the entire settlement breakdown — gross settlement, attorney's fee at your contingency rate, case costs, reduced liens, and the net check to the client. Generates a signature-ready statement in seconds. The client sees exactly where every dollar went, including how much you negotiated off their medical bills. The trust and word-of-mouth referrals follow.

✦One-click settlement statement generation, signature-ready
✦Auto-pulls lien amounts (original + reduced) and case costs from prior modules
✦Per-attorney commission split tracking for multi-attorney firms
✦1099 export for accounting at year-end

Included in: Practice + Firm + Full Stack

🔒 verdixlaw.com/dashboard/settlements/4421

Ready for client signature

Settlement statement — Watson #4421

Gross settlement$285,000.00

Attorney's fee (33⅓%)−$95,000.00

Case costs−$4,287.00

Medical liens (after reduction)−$7,200.00

Net to client$178,513.00

Auto-calculated. Negotiated $4,980 in lien reductions = directly to client's pocket.

Module 06 · Client Comms

Every conversation. Every channel. One thread.

SMS, email, and call logs for each client unified into one chronological view. AI summarizes long threads, flags messages requiring a lawyer response, and auto-files everything to the right case. You never miss a client text again. And when the case closes, you have a complete communication record for the file — court-admissible, search-indexed.

✦Unified inbox: SMS (Twilio), email (Gmail/Outlook), call logs
✦AI flags messages needing attorney response within X hours based on content
✦Auto-files every message under the right case + client
✦Bilingual AI replies in the client's language — your staff doesn't need to speak Spanish

Included in: Practice + Firm + Full Stack

🔒 verdixlaw.com/dashboard/clients/watson/comms

Conversation thread

Client comms — Marcus Watson

All channels

✉

OUTToday 9:14a

Sent: Updated medical specials breakdown — please review the new totals.

💬

INYesterday 4:02p

Got the demand letter — looks great. When do you think we'll hear back?

✉

OUTYesterday 11:47a

Sent: Demand letter draft (PDF). Please confirm the dollar figures match your records.

📞

INMar 14

Outgoing call — 23 min · discussed PT progress, scheduled IME for 03/18

Module 07 · Case Management

The whole case, on one screen.

Parties, dates, milestones, medical providers, lienholders, opposing counsel, insurance info — every fact about every case in one place, searchable and linked to every other module. When you open a case in Verdix, you see exactly where it stands: what's done, what's next, who owes you what. No spreadsheets, no "let me check with my paralegal," no missed deadlines.

✦Milestone tracking with auto-computed deadlines (SOL, MMI, court dates)
✦Cross-module: jump from a case to its demands, liens, settlement, or comms in one click
✦Calendar sync with court dates + auto-generated reminders
✦Conflict-check on every new intake against existing case parties

Included in: Practice + Firm + Full Stack

🔒 verdixlaw.com/dashboard/cases/4421

Active · MVA · Los Angeles County

Case #4421 · Watson v. Acme Distributing

Parties

Client

Marcus Watson

Opposing party

Acme Distributing Co.

Insurer

Continental Insurance

Milestones

Retainer signedMar 4

Medical records collectedMar 11

Demand sentMar 14

Insurer response windowby Apr 14

Negotiation / settlement—

Open cases

18

Avg time to settle

147 days

Settlement rate

94%

Every workflow,
every screen.

A 24/7 AI lawyer that books your consults.

A polished intake form on your own URL.

Recent submissions

A polished demand letter in under a minute.

Demand letter draft

Negotiate every lien down. Track every dollar saved.

Blue Cross PPO — subrogation claim

Settlement statements that don't require a calculator.

Settlement statement — Watson #4421

Every conversation. Every channel. One thread.

Client comms — Marcus Watson

The whole case, on one screen.

Case #4421 · Watson v. Acme Distributing

Seven modules.
One subscription.

Every workflow,
every screen.

A 24/7 AI lawyer that books your consults.

A polished intake form on your own URL.

Recent submissions

A polished demand letter in under a minute.

Demand letter draft

Negotiate every lien down. Track every dollar saved.

Blue Cross PPO — subrogation claim

Settlement statements that don't require a calculator.

Settlement statement — Watson #4421

Every conversation. Every channel. One thread.

Client comms — Marcus Watson

The whole case, on one screen.

Case #4421 · Watson v. Acme Distributing

Seven modules.
One subscription.

Every workflow,every screen.

A 24/7 AI lawyer that books your consults.

A polished intake form on your own URL.

Recent submissions

A polished demand letter in under a minute.

Demand letter draft

Negotiate every lien down. Track every dollar saved.

Blue Cross PPO — subrogation claim

Settlement statements that don't require a calculator.

Settlement statement — Watson #4421

Every conversation. Every channel. One thread.

Client comms — Marcus Watson

The whole case, on one screen.

Case #4421 · Watson v. Acme Distributing

Seven modules.One subscription.

Every workflow,every screen.

A 24/7 AI lawyer that books your consults.

A polished intake form on your own URL.

Recent submissions

A polished demand letter in under a minute.

Demand letter draft

Negotiate every lien down. Track every dollar saved.

Blue Cross PPO — subrogation claim

Settlement statements that don't require a calculator.

Settlement statement — Watson #4421

Every conversation. Every channel. One thread.

Client comms — Marcus Watson

The whole case, on one screen.

Case #4421 · Watson v. Acme Distributing

Seven modules.One subscription.

Every workflow,
every screen.

Seven modules.
One subscription.

Every workflow,
every screen.

Seven modules.
One subscription.