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IntakeOS
IntakeOS is an intake platform for high volume plaintiff law firms, sold by Case Compass, the New York company formerly known as Gideon Legal. It sits between a firm's marketing channels and its case management system. Prospective clients arrive through a website chatbot, embedded webforms or a live phone transfer, and branching questions follow each case type.
Waypoint is the AI layer. It reads every finished intake against criteria the firm writes in plain language and returns a numeric score, a category breakdown, a written summary and red flags before staff open the lead. It runs on the firm's own OpenAI key. A prospect who meets the firm's rules can sign a prefilled retainer in the same session, and the signed case syncs to Litify, Filevine, Clio, Lead Docket or HubSpot.
An agent workspace adds a live transfer queue, a RingCentral softphone, call scripts and speed to lead dashboards. A referral partner portal tracks referred leads and fees, and mass tort firms group claimants into MDL portfolios with plaintiff fact sheet exports. Stern & Cohen and McCune Law Group are named customers. Pricing is quoted after a demo. Case Compass also sells Dwellex to landlord and tenant firms. The old gideonlegal.com address now carries unrelated content.
IntakeOS, head to head
Side by side on the same 15 capability axes and 12 legal signals: where the two part company, and what neither one publishes.
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Ordered by how closely the graded profiles match across the 15 capability axes, inside the same categories. See how each axis is graded in the methodology.
Capability grades
All 15 axes, graded from public sources on the date shown. Hover a grade to see what the letter means on that axis.
AI Centrality
How much of the product is actually AI. Whether the machine learning is the mechanism the buyer is paying for or a feature layered onto conventional software, and whether the vendor is specific about which is which.
Waypoint is the model driven part of IntakeOS. It reads each completed intake and returns a numeric score, a breakdown by category such as case value, liability, evidence quality and urgency, a written summary and red flags. The criteria come from the firm, written in plain language in a criteria editor. Separate rubrics cover mass tort, workers' compensation and personal injury work, and prebuilt sets cover active torts such as Roundup and hair relaxer.
Waypoint calls OpenAI with the firm's own API key. The intake chatbot runs on Microsoft Bot Framework and Azure Cognitive Services, and optional Whisper transcription turns recorded calls into text for quality review. A read only connector lets Claude answer staff questions about leads, scores, timelines and documents.
Around the models sit branching forms, live transfer, electronic signatures, SMS and email nurture, referral tracking, MDL portfolios and CMS sync, all of which run without them. Case Compass calls the product an operating system for intake rather than a chatbot.
Citation Accuracy and Hallucination Disclosure
Whether the vendor publishes measured accuracy on citations and assertions, grounds output to primary sources, and says plainly what its system does when it does not know. Legal has a documented public record of fabricated citations reaching filed briefs, so an untested claim of accuracy is not evidence.
IntakeOS cites no legal authority and runs no legal research. Its legal content belongs to the firm: the branching questions and the Waypoint criteria, which can cover exposure windows, diagnoses and statutes of limitations.
Waypoint's output is an assessment of a claimant's case, with a summary and flags that staff use to decide which leads to work first. No accuracy figure, error rate, test set or comparison against case outcomes is given for those assessments.
A March 2026 release describes faster and more reliable scoring with better handling of edge cases, without a measure. Case Compass's own AI principles say models trained on patterns can miss unusual case types, edge fact patterns and jurisdictional nuance, and that AI can miss the human context behind an intake. Prebuilt tort criteria come from Case Compass, and only one set names a reference standard, NIH benchmarks for a uterine cancer screen. The chatbot's answers to visitors carry no accuracy statement either.
Autonomy and Oversight Model
What the system decides on its own, what a lawyer must approve, and whether the vendor documents where the review point sits. A tool that drafts under review and a tool that files without one are different products and different risks.
The chatbot and webforms run unattended around the clock, and the firm's branching rules decide which questions each prospect sees and which leads move on. Waypoint applies the firm's criteria to every submission and presents the result for staff review. It does not accept or decline a case.
Case Compass's design principle puts the firm's team in charge: full visibility, override authority and final judgment, with the decision to take a case never left to AI alone. The review points are concrete. Each score arrives with category reasoning and a written summary, and the full transcript stays on the lead. A live transfer queue shows every prospect waiting for an agent, and an agent can take over a bot conversation from the inbox.
Automation also reaches the retainer. An April 2026 guide says a lead can go from intake to signed retainer without a person in the loop. When no agent is free, the platform can send the retainer for signature and book a callback. No point is set at which a person must review a lead before a retainer goes out; that depends on how each firm configures its timeline.
Operational and Outcome Evidence
Named, dated evidence that the product works in production at real firms or legal departments. Case studies with figures and identified customers count. Unattributed testimonials and launch announcements do not.
Case Compass reports three customer results for IntakeOS. Stern & Cohen reports a 75% chat to client conversion rate. McCune Law Group reports a 70% increase in conversions. An unnamed nationwide mass tort firm reports a 90% reduction in case acquisition costs.
None of the three carries a date, a baseline or a measurement period, and each is labeled as a reported result that varies by implementation.
Across the company, the platform has handled tens of thousands of intakes in mass torts, mass arbitration and personal injury. Waypoint is in use for mass tort, workers' compensation, personal injury and landlord and tenant matters, and the active campaigns named include Roundup and personal injury mass torts. The Clio app directory still lists the product under the Gideon name, describing matter creation in Clio Manage with chat conversations saved as documents.
The product lineage runs to February 2017, when Gideon launched; its founder presented it at a Stanford CodeX meeting that May.
Privilege and Confidentiality Posture
How client confidences are handled: attorney client privilege and work product treatment, segregation of one client matter from another, whether client data trains any model, and what the vendor commits to in writing rather than in marketing.
No customer agreement or data processing addendum is public, so the confidentiality position comes from the security page, the privacy policy and product posts.
Waypoint sends intake data to OpenAI under the firm's own API account, so claimant data does not flow through Case Compass's AI infrastructure. Case Compass says that data never trains a shared or third party model, is never pooled with other customers' data, and that the firm keeps audit rights over its own OpenAI account. Requests are isolated to each customer account, and staff reach leads through role based access.
Intake forms, signed retainers and case notes count as client data entered by the firm under the privacy policy, and the firm can ask for that data to be deleted. The policy also keeps a right to build aggregated, anonymized insights to improve the platform.
Privilege and work product are not addressed, nor is the treatment of a prospect's account when the firm declines the matter. The chatbot runs on Microsoft's Azure services, and nothing covers what Microsoft keeps from those conversations.
UPL and Professional Responsibility Posture
Whether the vendor is clear that it supplies a tool rather than legal advice, who its audience is, and how it addresses unauthorized practice of law, competence and supervision duties, and jurisdiction limits. ABA Formal Opinion 512 is the reference point. Where the advice line is not the duty a product raises, the axis is read through the nearest professional duty it does raise: judicial conduct rules and the reviewing duty for products sold only to courts, and the duty to bill for time actually spent for products that draft time entries.
Case Compass's statement on AI treats the decision to take a case as a legal and business judgment. AI can inform it with scores, flags and summaries, the statement says, and should never make that call alone. The same page says a fully automated experience can feel cold to people seeking help, and that a handoff to a person at the right time matters.
That position concerns the firm's own decision. Nothing addresses what the chatbot may tell a prospective client about the merits of a claim, or whether visitors are told they are talking to software. Supervision of the scripts and criteria that drive each conversation by the firm's lawyers is not addressed either.
Agent scripts can carry the compliance disclosures a firm writes for each practice area, and those words are the firm's. No bar rule or ethics opinion on advertising, solicitation, prospective clients or AI use is named. No published terms say who may use the product or set its limits, and no jurisdiction is named.
AI Governance and Bias Disclosure
Published governance over model behavior: who owns it inside the vendor, what is tested before release, and what is disclosed about disparate output across matter types, parties, or populations.
Under the heading of its approach to AI, Case Compass sets out where it thinks AI helps and where it does not. The help column covers speed at volume, consistent screening, pattern recognition and routine logistics. The shortfall column covers nuance and context, novel situations, final case decisions and client trust.
The stated design principle is human in the loop as the architecture, with transparent scores, configurable criteria and nothing treated as a black box.
No owner, review body, release testing, monitoring or bias evaluation sits behind those principles. Waypoint applies the same written criteria to every claimant, which Case Compass presents as a consistent and defensible standard. No review of how scores fall across claimant groups, case types or languages is offered.
Age based rules, added in March 2026, let criteria screen claimants on an age computed from date of birth, for case types with age eligibility requirements. No guidance on how firms should use them accompanies the feature. ISO 42001 and the EU AI Act are not mentioned.
AI Safety and Data Stewardship
Retention, deletion, access control, and what happens to prompts and documents after they are processed. Whether the vendor states its subprocessors and its incident practice, or leaves the buyer to assume.
Case Compass hosts IntakeOS on AWS with all data in United States data centers and least privilege access to infrastructure. Data in transit uses TLS 1.2 or later, data at rest uses AES 256 encryption, and keys rotate on a regular schedule. Users sign in with multifactor authentication and see only what their role allows.
Backups run daily with point in time recovery and are kept for 30 days, encrypted. Lead access, intake submissions, user changes and API calls are logged and kept for compliance review, with no log retention period given.
A privacy policy effective 1 January 2025 keeps information as long as needed to provide the service, meet legal duties and resolve disputes, and lets a firm ask for client intake data to be deleted. Data about minors gets heightened controls, collection limited to what the service needs and parental review and deletion rights.
No subprocessor list is public beyond the providers the security page names, and no incident response or breach notice commitment appears.
AI Liability and Recourse
What the vendor stands behind contractually when its output is wrong. Indemnities, caps, carve outs, insurance, and whether any of it is published or only reachable through a negotiated agreement.
Case Compass offers no public customer agreement, terms of service or service level commitment for IntakeOS. The website has no terms page, and the privacy policy is the only legal document linked from it.
No warranty covers chatbot answers or Waypoint scores, and no indemnity, liability cap or remedy is set out.
The rebrand note tells existing customers that their agreement with Case Compass is unchanged, since the contracting entity is the same, and that agreement is private. A firm learns how loss is allocated, including for a prospect turned away by its own criteria or a retainer sent without review, only in a negotiated contract.
On risk, the privacy policy carries only a statement that no system is completely secure and that Case Compass cannot guarantee absolute security.
Practice Systems Integration Depth
How deeply the product reaches into the systems legal work already lives in: document management such as iManage and NetDocuments, Word and Outlook, contract lifecycle management, matter management, e-billing, and court filing systems.
Signed cases and intake data move one way, from IntakeOS into the firm's systems, and the integrations page says what each connection carries.
Litify receives practice areas as case types, marketing campaigns, the originating URL, lead status, intake answers and Waypoint scores, with webform leads labeled as such. Filevine matters receive intake answers, lead status, attribution and scores. Lead Docket receives new leads with full answer mapping, scores and referral partner attribution. In Clio, an accepted intake can create a matter in Clio Manage with fields mapped, contacts sync to Clio Grow, and chat conversations are saved as documents.
HubSpot, Zapier, CallRail and RingCentral connect as well, and a WordPress plugin and a JavaScript embed place forms inline on any site without an iframe. Setup steps are spelled out for RingCentral, from dial mode to inbound number and call recording, but not for the case management connections.
Leads export to CSV, and the Claude connector offers read only access through an MCP endpoint at api.casecompass.io.
Deployment Model and Data Residency
Where the software runs and where the data sits. Multi tenant cloud, single tenant, private deployment, on premises, and whether region of residence is a published option or an enterprise conversation.
IntakeOS runs as a hosted service on AWS, with all data stored in United States data centers. Firms reach it in the browser at app.casecompass.io, and intake forms embed in the firm's own website.
Processing happens in more than one place. Chatbot conversations run through Microsoft Bot Framework and Azure Cognitive Services, with no Azure region named. Waypoint sends intake data to OpenAI under the firm's own account, so processing location and retention at OpenAI follow the firm's own agreement with OpenAI. Optional Whisper transcription also runs through OpenAI.
No single tenant, private cloud or on premises option is offered, and no region outside the United States. Users outside the United States may have their information transferred to and processed in the United States, according to the privacy policy.
Security Certifications and Trust Center
Independent attestation a buyer can pull without a sales call: SOC 2, ISO 27001, penetration test summaries, a trust center with current reports and named scope rather than a badge image.
No SOC 2 report, ISO 27001 certificate, penetration test summary or named auditor is offered for IntakeOS or for Case Compass, and there is no trust center.
The security page cites AWS's SOC 2 Type II certification for the hosting layer. That is Amazon's attestation for its own infrastructure rather than an audit of Case Compass.
The controls themselves are described in prose, among them TLS 1.2 or later in transit, AES 256 at rest, rotated keys, multifactor authentication, role based access, audit logging and encrypted daily backups. Case Compass invites a firm's IT team or compliance counsel to contact it for a walkthrough of its security posture, with no report or questionnaire offered in advance.
Model Supply Chain Disclosure
Which models sit underneath, whose they are, where they run, and whether the vendor commits to telling customers when that changes. A legal buyer inherits every dependency it cannot see.
Three providers are named. Waypoint uses OpenAI through the firm's own API key. Whisper from OpenAI handles optional call transcription for quality review. Microsoft Bot Framework with Azure Cognitive Services carries the chatbot conversations.
Because the firm supplies the key, Waypoint traffic is governed by the firm's direct agreement with OpenAI, and the firm can see what was sent, audit usage with OpenAI and revoke access. No model family or version is named for Waypoint or the chatbot.
AWS hosts the platform. RingCentral carries calls when a firm connects its own account.
Nothing commits Case Compass to notifying customers when a provider or model changes, and no subprocessor list exists to track such a change.
Commercial Transparency
Whether a buyer can learn what this costs without entering a sales process: published rates, the unit being charged, what sits behind an enterprise tier, and what implementation adds.
IntakeOS is priced after a demo. No price, plan name, tier or unit of charge is public, so nothing shows whether cost follows seats, leads, conversations or signed cases.
A few terms of the deal are described. Onboarding is included: the Case Compass team builds the first intake flow and the Waypoint criteria, and most firms go live within a week. RingCentral calling uses the firm's existing RingCentral plan with no added licensing from Case Compass. Some features are described as available on all plans, but no plan is named.
Case Compass's 2026 intake guide quotes general market ranges for intake software, from $50 a month for simple tools to $500 to $2,000 or more for full platforms, without placing IntakeOS in either.
Dwellex, the company's landlord and tenant product, carries public per case pricing that does not apply to IntakeOS.
Firm and Practice Coverage
Who the product is actually built for. AmLaw, midlaw, small firm and solo, in house departments, government and courts, and which practice areas are supported rather than merely claimed.
IntakeOS is built for high volume plaintiff firms. Personal injury, mass torts and MDL campaigns, mass arbitration, class actions, workers' compensation and consumer litigation are the named practices, and the intake guide adds social security disability.
Waypoint ships with prebuilt criteria for active torts and supports custom rubrics for any plaintiff case type. Mass tort firms group claimants into named MDL portfolios with lead counts, score distributions, status breakdowns, deadline tracking and plaintiff fact sheet mapping. Referral partners, including cocounsel and marketing partners, get their own portal.
The product sits between marketing and case management and replaces neither, so firms are expected to keep a CMS such as Litify, Filevine or Clio. Every named market is plaintiff work, and defense, transactional and in house use are not mentioned. No jurisdiction limits are given. Landlord and tenant practices are served by a separate Case Compass product, Dwellex, and specialty medical practices by Torvana.
3 public documents
The public pages on file for IntakeOS, with the recorded signals each one supports and the date it was last read. Open any of them and check the reading against the record.
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casecompass.io/privacy2 signals
Prompt and Output Retention, Third Party Request and Subpoena Notice
Read Oct 12, 2026
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casecompass.io/security2 signals
Client Data in Training, Ethical Walls and Matter Segregation
Read Oct 12, 2026
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Fabricated Citation Record
Read Oct 12, 2026
Legal Signals
What each signal meansA signal records what public sources say on the date shown. It is not a grade and it is not a recommendation. Where a signal reads Not addressed, it means the index did not locate the material in public sources on that date, which is a statement about disclosure rather than about the product.
Client Data in Training
Can material a lawyer puts into this product be used to train a model?
A public policy or trust page states no training on customer content, with no matching term located in the published agreement.
The security page says claimant data sent for Waypoint scoring goes to OpenAI under the firm's own account and never trains a shared or third party model. The February 2026 Waypoint launch post repeats the point: no pooling with other customers' data, and no use by Case Compass for training or model improvement. The commitment sits in policy pages, since no customer agreement is public. The privacy policy separately keeps a right to build aggregated, anonymized insights to improve the platform.
Nothing covers chatbot conversations handled on Microsoft's Azure services. A firm can see what data is sent for evaluation, audit usage directly with OpenAI and revoke the key at any time. The Claude connector is read only, and Case Compass says connector credentials are authenticated by Case Compass and never shared with Anthropic.
Prompt and Output Retention
How long does the product keep what a lawyer typed, and can that be set to zero?
Retention is acknowledged in public materials with no stated period.
Retention is acknowledged without a period. The privacy policy keeps information only as long as needed to run the service, meet legal duties and resolve disputes, and a firm can ask for its client intake data to be deleted. Backups are kept for 30 days. Transcripts, call recordings and Waypoint summaries stay on the lead record, and audit logs are kept for compliance review, with no period for either. Prompts sent to OpenAI under the firm's key follow the firm's own OpenAI settings.
Signed retainers attach to notification emails and stay downloadable from the client portal. Individuals can ask for access, correction, deletion or portability of their data under the privacy policy, and minors' data can be reviewed or deleted at a parent's request.
Ethical Walls and Matter Segregation
Does retrieval respect the firm’s ethical walls, or can the model read across them?
Segregation is asserted in public materials with no published detail on how it is enforced.
Role based access controls limit each user to what their role needs, and the Claude connector returns only the data a staff member's own account can reach. Referral partners see only the leads they sent. Waypoint requests are isolated to each customer account. No matter level wall, conflict screen or hold on a new intake until a conflicts check runs is described, and live transfer sends prospects to any available intake agent with the transcript attached.
Agent scripts are assigned per intake form, and supervisors see every agent's queue and callbacks. Each staff member who connects Claude signs in with their own credentials, so connector answers follow that person's access.
Third Party Request and Subpoena Notice
If someone subpoenas the vendor for a firm’s data, does the firm hear about it first?
Published terms or policy address disclosure to authorities or in response to legal process, and no commitment or reservation regarding customer notice is located anywhere. The vendor has told the customer that data can leave and has said nothing about whether the customer hears of it.
The privacy policy lists legal compliance as a ground for sharing information when law, regulation or valid legal process requires it. The information it covers includes the case and client data firms enter, such as intake forms, signed retainers and case notes. No commitment to tell the firm before or after a disclosure appears, and there is no transparency report. Waypoint data held in the firm's own OpenAI account falls under the firm's agreement with OpenAI.
The same section allows transfer of information in a merger, acquisition or asset sale and sharing with hosting, payment and analytics providers under confidentiality agreements, and says Case Compass does not sell personal information.
Primary Law Corpus Provenance
Where does the law in this product come from, and does the vendor have the right to use it?
No located public material identifies the corpus behind the product’s answers.
IntakeOS does not answer legal questions from a body of law. Its legal content is the firm's own intake questions and Waypoint criteria. Prebuilt criteria for active mass torts come from Case Compass, and one set screens for uterine cancer and fibroids against NIH benchmarks, with no source or update schedule given for the others. Plaintiff fact sheet templates are loaded from the court filed document for each MDL. Statute of limitations, exposure window and diagnosis rules inside Waypoint carry no citation to the law or study behind each rule, whether the firm writes them or they come from a Case Compass tort set.
Good Law Verification
Does the product tell you when the authority it just cited has been overruled?
No located public material addresses whether authority is checked for subsequent history.
IntakeOS produces no citations to case law or statutes, so no citator is involved. Waypoint criteria can include statute of limitations rules that the firm writes, and nothing describes how those rules are kept current when limitation periods or tolling rules change. Plaintiff fact sheet exports follow the field order of the court filed form for each MDL, which Case Compass loads from the docket. MDL portfolios track discovery cutoffs, expert disclosure dates, bellwether trials and fact sheet deadlines that the firm records.
Refusal and Uncertainty Behavior
What does the product do when the answer is not in the corpus?
No located public material addresses what the product does when it cannot ground an answer.
Nothing describes what the chatbot says when a question falls outside its script or when it cannot answer. A prospect can ask for a live agent by phone, chat or form, the request lands in the transfer queue with the transcript attached, and an agent can take over a bot conversation. Waypoint raises the red flags a firm defines, and claimants see a status message while their case is being evaluated. Case Compass's AI principles name novel situations and nuance as weak spots for AI without tying them to a product behavior.
When no agent is free, the firm's configured workflow decides the next step, such as an electronic retainer or a scheduled callback. Leads that do not clear the firm's rules move into SMS and email nurture sequences rather than a closing message.
Fabricated Citation Record
Does a public court record exist addressing fabricated or hallucinated legal citations in output from this product?
No court order, opinion or disciplinary record addressing fabricated or hallucinated legal citations produced by this product has been located as of the date shown. This is a statement about the public record on that one subject, not a finding about the product, and this signal is not a litigation history.
The AI Hallucination Cases database maintained by Damien Charlotin, which records court decisions worldwide that address hallucinated AI content and the tool involved where known, has no entry naming IntakeOS, Case Compass, Waypoint or Gideon Legal. IntakeOS writes intake conversations and case scores for a firm's own staff rather than court filings.
Bar Guidance Alignment
Has the vendor engaged in public with the ethics opinions its buyers are bound by?
Public materials refer to professional responsibility in general terms without naming guidance.
Case Compass refers to law firms' ethical and regulatory obligations around client data, and says Waypoint was built so that using AI adds no new compliance exposure for a firm. Agent scripts can carry the compliance disclosures a firm writes for each practice area. No ABA opinion, state bar opinion or advertising rule is named, including the solicitation and prospective client rules that apply to live transfer and chatbot intake.
Referral fees to cocounsel and other referral partners are tracked in the product, and no fee sharing rule is mentioned beside them.
Billing and Fee Posture
Does the vendor address what happens to the bill when the work takes an hour instead of six?
The product does not touch a fee between a lawyer and a client. It operates before an engagement exists, or it is bought by a team that bills no client for the work. Savings claims aimed at the buyer’s own cost are recorded in the summary and do not make the row a savings claim, because no client bill is in the loop.
IntakeOS works before an engagement exists. It closes intake with a prefilled retainer for electronic signature, and the fee terms in that retainer are the firm's own. Referral fees owed to referral partners are tracked as pending or paid in the referrals module. Savings claims face the firm's own costs, such as a 90% cut in case acquisition cost at a mass tort firm and higher chat to client conversion, and no client bill is involved.
Retainers are prefilled from intake answers and can bundle several documents in one signing step. Unsigned retainers trigger SMS reminders, and signed copies download from the client portal.
Outside Counsel Guideline Readiness
Can a firm get this vendor through a client’s AI clause without a bespoke negotiation?
The material exists behind a sales conversation or an executed agreement.
No subprocessor list, data processing addendum or disclosure pack is public. The security page names AWS for hosting, Microsoft Bot Framework and Azure Cognitive Services for chatbot conversations and OpenAI for Waypoint. It invites a firm's IT team or compliance counsel to contact Case Compass for a walkthrough of its security posture. The privacy policy refers to hosting, payment processing and analytics providers bound by confidentiality agreements without naming them. No security questionnaire, insurance certificate or audit report is offered in advance.
Court Disclosure Support
If a judge’s standing order requires an AI disclosure, can the product produce one?
Some elements of the record are available, short of a document level export.
Each lead keeps its chatbot transcript, intake answers, call recordings and Waypoint score with its written reasoning, and the platform logs lead access, submissions and user changes. Leads export to CSV with scores and individual intake answers as columns. Mass tort firms can export plaintiff fact sheet data in the court's field order from a mapped intake. Nothing records which model produced a score, and no export is tied to a court's AI disclosure rule.
MDL portfolio dashboards show AI scored lead counts, average scores and score distributions for each litigation. Call recordings and optional Whisper transcripts attach to the lead profile beside the agent's notes and disposition.