Personal Injury Intake Strategies: Turning First Calls into Strong Cases Through Smart Screening, Technology, and Client Experience

Vanessa Soto | LawBear

Vanessa Soto is the Vice President of Intake at LawBear, bringing more than 20 years of experience leading Intake Departments and driving operational excellence across law firm environments. Throughout her career, she has developed a reputation for transforming Intake from a perceived entry-level function into one of the most critical drivers of client experience and firm growth.

Vanessa is deeply committed to building strong, motivated teams who deliver exceptional customer service with empathy, professionalism, and results-driven confidence. She believes the success of any Intake department relies on the right people, effective technology, a collaborative culture, blameless problem-solving, and data-driven strategies that fuel both departmental and firm-wide success.

Beyond her professional role, Vanessa treasures time with her husband, Hiram, and their three children, Isabella, Noel, and Gianna. Together, they value family, faith, and community, remaining actively involved in their church and cherishing life’s moments as they come.

Jason Adams | Advocate Cloud Solutions

Jason Adams is a Salesforce-certified legal technology strategist with 10 years of leadership in the legal industry. As the founder of Advocate Cloud Solutions, he partners with personal injury, mass tort, and consumer law firms nationwide to modernize operations through technology.

Prior to consulting, Jason served as Director of Intake and later Director of Operations at one of the nation’s largest consumer law firms, where he scaled systems to handle more than 900 new cases per month. Since then, Jason has worked with several personal injury firms across the country to streamline their operations through the strategic use of technology, helping them improve efficiency, profitability, and client outcomes.

Jason holds six Salesforce certifications and is recognized for building data-driven workflows, ROI-focused dashboards, and client-centered intake processes that help firms grow without adding headcount.

Session I – Foundations of Client Intake in Personal Injury Cases: Screening, Strategy, and Success | 2:00pm – 3:00pm

• Client screening and qualification
• Workflow and technology
• Communication and client experience
• Metrics and continuous improvement
• Staff training and development

Break | 3:00pm – 3:10pm

Session II – Tech-Enabled Intake and Matter Management | 3:10pm – 4:10pm

• Automating intake and follow-up to capture and convert leads
• Task automation, deadline tracking, and one-click document generation
• Forecasting staffing, budgets, and settlements with case data
• Enhancing client experience with automated updates and reminders
•  Using dashboards and KPIs to give performance and compliance