AI-POWERED FRONT OFFICE
Legal Intake Command Center
Turn every call into a structured, qualified, decision-ready personal injury matter.
New calls today12↑ 18% vs avg
Qualified758% conversion
Needs review32 urgent
Potential case value$486KToday
Intake Calls
Across 5 locations · voice, web, SMS
MH
Maya Hernandez Captured
00:00 / 06:18
Recording verified
Call captured — ready for AI intelligence
LuMay will analyze the recording and transcript, extract incident and insurance facts, identify conflicts or missing information, and prepare the lead for qualification.
Source grounded
Attorney controlled
Full audit trail
AI Call Summary
97% confidenceMaya Hernandez reports a rear-end collision on July 12, 2026 at Camelback Rd and 24th St in Phoenix. The adverse driver was cited at the scene. Maya was transported to Banner University Medical Center and reports neck, lower-back, and left-shoulder pain. She has an active GEICO policy and was contacted by the adverse carrier, State Farm, but has not provided a recorded statement or signed a release.
Key Incident Facts
View all 24 fieldsIncidentRear-end collisionCall 01:26
Date / TimeJul 12, 2026 · 5:20 PMCall 01:48
JurisdictionPhoenix, Maricopa County, AZCall 02:03
LiabilityAdverse driver citedCall 02:22
TreatmentER + follow-up scheduledCall 03:31
Adverse carrierState Farm · claim openedCall 04:46
Intake Readiness
18 of 21 completeIdentity and contact verifiedName, phone, email, preferred language, address
Complete
Incident and injury facts structuredLiability, location, treatment, symptoms, police response
Complete
Insurance information capturedClient and adverse carrier; policy limits pending
Complete
Three items require follow-upPolice report number, policy limits, prior treatment records
Review
AI Review Flags
2 review itemsPrior lower-back treatmentCaller mentioned chiropractic care two years ago. Attorney should assess causation and apportionment.
Adverse carrier contactState Farm requested a recorded statement. Caller was advised not to proceed pending attorney review.
No conflict identifiedPre-check found no match against current clients, adverse parties, or represented entities.
Supporting Evidence
UploadER discharge summaryBanner University · 4 pages
ParsedVehicle damage photos6 images · rear bumper / trunk
AnalyzedInsurance cardGEICO · policy active
VerifiedRecommended Routing
Phoenix Auto PI — Fast Response QueueStrong liability indicators, active treatment, and time-sensitive carrier contact.
Call Transcript
Speaker-separated · 98.2%AI Intake Agent
Thank you for calling CenterCourt Legal. My name is Ava, the firm’s intake assistant. Are you in a safe place to speak?
Maya Hernandez
Yes, I’m at home. I was in a car accident on Sunday and I’m still hurting.
AI Intake Agent
I’m sorry you’re dealing with that. I’ll ask a few questions so an attorney can review what happened. Where did the collision occur?
Maya Hernandez
At Camelback and 24th Street in Phoenix. I was stopped at a red light and another driver hit me from behind.
AI Intake Agent
Did police respond, and was anyone cited?
Maya Hernandez
Yes. The officer said the other driver was cited. I don’t have the report number yet.
AI Intake Agent
Were you injured or treated after the crash?
Maya Hernandez
The ambulance took me to Banner University. My neck, lower back, and left shoulder hurt. I have a follow-up appointment tomorrow.
AI Intake Agent
Have you had treatment for those areas before?
Maya Hernandez
I saw a chiropractor for lower-back pain about two years ago, but I was doing fine before this accident.
AI Intake Agent
Has an insurance company contacted you?
Maya Hernandez
State Farm called and asked for a recorded statement. I told them I wanted to speak with a lawyer first.
AI Intake Agent
That was a good decision. I’ll flag that for urgent attorney review. With your permission, I’ll now prepare this information for the firm’s legal team.
Lead & Contact
✓ AI verified from callMaya Elena Hernandez
99%
(602) 555-0184
100%
maya.h@example.com
96%
1842 E. Indian School Rd, Phoenix, AZ 85016
95%
English · Spanish available
Incident
✓ 8 required fields completeMotor vehicle collision
Jul 12, 2026 · 5:20 PM
Phoenix · Maricopa County
E Camelback Rd & N 24th St, Phoenix, AZ
Yes · adverse cited
Caller was fully stopped at a red light when struck from behind. Airbags did not deploy. Vehicle sustained rear bumper and trunk damage and was towed from the scene.
Injuries & Treatment
⚠ 1 review itemNeck, lower back, left shoulder
EMS → Banner University ER
Primary care · Jul 16
Chiropractic treatment for lower-back pain approximately two years ago; caller reports symptoms resolved before collision.
Insurance & Representation
✓ No representation conflictGEICO · active
State Farm
Opened · limits unknown
Adjuster requested recorded statement; no statement or release provided
None
Ready for firm-controlled qualification
Apply CenterCourt’s acceptance rules and generate an explainable ACV range from the intake, evidence, coverage indicators, injury severity, liability, and treatment trajectory.
82ACV score / 100
✓ RECOMMEND ACCEPT · FAST-TRACK
$74K–$112K potential gross value
Strong rear-end liability, cited adverse driver, immediate ER treatment, ongoing care, and documented vehicle damage. Range is preliminary and will update as policy limits, imaging, bills, and records arrive.
Confidence78%
Expected fee range$24.7K–$37.3K
Review SLA15 minutes
Score Drivers
Above thresholdLiability clarity96
Injury severity72
Treatment trajectory78
Coverage indicators69
Evidence readiness84
Collectability risk76
Attorney Review Conditions
Causation reviewConfirm extent of prior lower-back treatment and symptom-free period.
Coverage verificationObtain State Farm policy limits and evaluate UIM exposure.
Decision Evidence
Source-citedLiability statementCall transcript · 01:26–02:28
HighER treatment evidenceBanner discharge summary · p. 1–3
HighProperty damage severityVehicle photos · 6 images
MediumFirm acceptance rulesArizona Auto PI v3.2 · rules 4, 8, 11
AppliedMatter Preparation
ReadyCase profile generatedStructured facts, documents, parties, providers, insurers
Done
Conflict pre-check clearedNo exact or fuzzy party matches
Done
Engagement package preparedConsultation slot, retainer, e-signature workflow
Ready
Immutable Activity & AI Decision Trail
Audit enabled| Time | Actor | Action | Evidence / Policy | Result |
|---|---|---|---|---|
| 09:42:08 | AI Intake Agent | Call consent captured | Call recording 00:08 | Verified |
| 09:48:26 | Twilio Voice Gateway | Recording sealed | SHA-256 · encrypted at rest | Complete |
| 09:50:11 | LuMay Intake Intelligence | Structured 24 intake facts | Transcript + 3 documents | 97% avg. |
| 09:50:14 | Conflict Pre-Check Agent | Searched party and entity index | Firm policy CCL-CONFLICT-02 | No match |
| 09:51:02 | Qualification Agent | Generated ACV recommendation | Arizona Auto PI v3.2 | Awaiting attorney |
| 09:52:20 | Palani R. | Approved and created matter | CCL-PI-2026-0715 | Created |
ACTUAL CASH VALUE (ACV)
Qualification & Decision Engine
Apply firm-controlled acceptance rules, show explainable ACV scoring, and route the matter with confidence.
Maya ACV score82Target ≥ 65
RecommendationAcceptFast-track
Review items2Attorney review
Value range$74K–$112KPreliminary gross
82ACV SCORE
Accept / Fast-Track
Actual Cash Value (ACV)
CenterCourt’s rule set evaluates liability, treatment, coverage, case friction, and expected commercial value before a human makes the final decision.
Threshold65
Current range$74K–$112K
Score Drivers
ExplainableLiability clarity88
Injury / treatment80
Insurance / coverage73
Case friction41
Commercial fit84
Firm Rules Applied
Rule set v3.2Rule 1Auto PI in AZ accepted if ACV ≥ 65
Rule 2Carrier statement contact escalates for attorney review
Rule 3Prior similar treatment requires causation review
Rule 4Fast-track if liability is clear and treatment started
Workflow Position
24/7 intake
→
Structured facts
→
ACV decision
→
Matter workflow
→
Records
→
Demand & settlement
Qualification Queue
1 high priorityMaya HernandezAccept / Fast-Track · ACV 82
Now
Devon ReedAwaiting incident report before valuation
Review
Alice KimQualified · Commercial policy noted
Done
Attorney Review Notes
Pre-existing treatmentAttorney should confirm whether prior chiropractic care affects causation or apportionment.
Adverse carrier contacted the clientState Farm requested a recorded statement. Preserve this as a time-sensitive review point.
Next Action
Create a matter when the attorney approves the ACV recommendation.
CASE WORKFLOW
Decision-Ready Matter Workspace
Everything captured at intake and qualification flows forward into the active case record without re-keying.
Open matters today0Demo scenario
Fast-track queue0High ACV
Records tasks0Ready after creation
Existing matter portfolio
24 active personal injury matters
The live Maya intake will become the 25th matter after ACV approval.
Fast-track6ACV ≥ 75
Records active184 demand-ready
Pipeline value$2.84MModeled gross
SLA health94%On target
Active Matter Portfolio
Sample data| Matter | Stage | ACV | Readiness | Next action |
|---|---|---|---|---|
| James Walker CCL-PI-2026-0618 · Motorcycle | Demand preparation | 91 | 92% | Approve counter strategy |
| Alice Kim CCL-PI-2026-0703 · Auto | Records collection | 78 | 71% | Obtain MRI report |
| Nina Brooks CCL-PI-2026-0626 · Dog bite | Medical treatment | 74 | 64% | Plastic surgery follow-up |
| Carlos Morales CCL-PI-2026-0609 · Work injury | Attorney review | 62 | 48% | Resolve employer dispute |
Stage Distribution
Intake / qualification3 matters
Records / treatment14 matters
Demand preparation4 matters
Negotiation3 matters
Portfolio Alerts
2 records SLAs at riskTucson provider responses are 4 days slower than portfolio median.
1 valuation change detectedNew surgical recommendation increased modeled value by 23%.
PHASE 2 · MULTI-ACTOR COLLABORATION
Secure External Request Center
Send role-specific magic links to clients, insurers, providers, employers, and witnesses—without requiring a full account.
External actors5One coordinated workflow
Requested items16Across 5 actors
Completed00% response
Next deadline2h 14mCarrier response
Phase 2 Live Scenario
Maya Hernandez · Missing-information orchestration
The matter is accepted. LuMay now requests everything needed from each actor, tracks completion, validates submissions, and routes exceptions to the reviewer.
MH
Maya HernandezClient · SMS + email magic link
1Confirm incident and provider facts
2Upload insurance card and wage proof
3Sign HIPAA and representation documents
SF
Dana BrooksState Farm adjuster · secure request
1Confirm claim number and policy status
2Provide coverage and liability position
3Upload correspondence and deadlines
BU
Banner University RecordsMedical provider · records portal
1Acknowledge records request
2Upload ER records and itemized bill
3Identify missing pages or fees
SL
Sunridge Logistics HREmployer · wage verification
1Verify employment and hourly rate
2Confirm missed shifts and lost wages
LM
Luis MendozaWitness · mobile statement request
1Confirm location and observed impact
2Sign electronic attestation
Request Activity
Audit enabled| Actor | Channel | Status | SLA |
|---|---|---|---|
| Client | SMS + Email | Not sent | 24h |
| Adjuster | Secure Link | Not sent | 4h |
| Provider | Portal Link | Not sent | 7d |
| Employer | Email Link | Not sent | 3d |
| Witness | SMS Link | Not sent | 48h |
Magic-Link Controls
Identity checkOTP + date-of-birth
Expiration24–72 hours
Access scopeAssigned tasks only
RevocationImmediate
No full account requiredEach actor sees only the matter fields and documents needed to complete their assigned request.
Phase 2 Handoff
Matter accepted
Links sent
Responses received
Reviewer approved
Phase 3 ready
PHASE 2 · HUMAN-IN-THE-LOOP
Reviewer & Exception Workflow
AI validates routine submissions and routes high-value, low-confidence, overdue, or sensitive items to the right reviewer with full context.
Review items5Maya Hernandez
Ready to approve0Validated responses
Urgent2Carrier + causation
Reviewer SLA15mPhoenix Auto PI
Reviewer: Sarah Chen, Esq.
Maya Hernandez · ACV 82 · Accept / Fast-Track
Review external submissions, resolve exceptions, and merge approved evidence into the matter. Every decision and override requires a reason code.
External Submission Queue
Waiting for responsesClient facts, documents & signaturesWaiting for Maya to complete the secure checklist.
—
Insurance claim and coverage verificationWaiting for State Farm response.
—
Provider records and itemized billingWaiting for Banner records packet.
—
Employer wage verificationWaiting for Sunridge Logistics HR.
—
Witness statement and attestationWaiting for witness response.
—
Exception & Policy Checks
Prior lower-back treatmentReviewer must confirm causation language before the evidence is merged.
Carrier requested recorded statementEscalation policy CCL-INS-04 requires attorney review of any carrier communication.
No conflict identifiedParty and entity pre-check remains clear.
Decision Controls
Allowed actionsApprove · Rework · Decline · Refer
Override requirementReason code + note
Audit retention7 years
EscalationManaging attorney
Reviewer Outcome
Responses will appear here as they arrive. AI validation does not finalize the decision; the reviewer controls the merge into the legal matter.
PHASE 2 · INSURANCE COORDINATION
Insurance Claim Exchange
Unify carrier APIs, secure email, portal workflows, and adjuster magic links in one auditable claim timeline.
CarrierState FarmMaya Hernandez
Claim statusPendingAwaiting adjuster
CoverageUnknownBI limits
Response SLA2h 14mOpen request
Claim Profile
Verification requestedClaim numberPending adjuster response
AdjusterDana Brooks
Policy statusVerification requested
Bodily injury limitsNot yet disclosed
Liability positionUnder investigation
Recorded statementRequested by carrier · not provided
Claim Timeline
Claim opened by adverse driverCarrier contacted Maya before representation was confirmed.
Jul 13
Representation and preservation notice preparedAttorney approval required before sending.
Today
Coverage and liability request sentSecure adjuster link expires in 48 hours.
Open
Coverage & Value Impact
ACV sensitivity to verified coverageCoverage confirmation narrows the collection path and improves routing confidence.
Awaiting data
Integration Strategy
Carrier API / EDIPreferred when available for claim status and structured coverage data.
Secure email ingestionAI classifies correspondence and routes it to the claim timeline.
Magic-link exchangeFallback for adjusters to submit only requested fields and files.
Insurance Review Flags
Early recorded-statement requestClient correctly deferred. Attorney review remains mandatory.
Formal liability letter pendingMagic-link response can capture preliminary stance, but the source document remains required.
Phase 3 Readiness
Once coverage, liability, provider records, wage loss, and client signatures are reviewed, LuMay can ingest the approved evidence into Records Intelligence and the downstream demand workflow.
PHASE 3 · RECORDS INTELLIGENCE
Medical Records & Evidence Automation
Existing matter snapshot: source records, provider responses, evidence gaps, chronology, billing, and demand readiness in one workspace.
Providers complete4 / 4100% response
Evidence completeness92%459 pages indexed
Open follow-ups2Non-blocking
Existing mature matter
James Walker · CCL-PI-2026-0618
Motorcycle collision · Surgical tibial plateau fracture · Phoenix Auto / Motorcycle PI
Demand preparation
ACV 91 · Fast-track
Medical specials$87,420Reconciled
Lost wages$21,760Employer verified
Treatment events43Chronology linked
Record pages459Source indexed
Phase 2 Evidence Handoff
Mature reference caseFor the Phase 3 demonstration, LuMay switches to the mature James Walker matter so records, chronology, damages, and final-package outcomes can be shown without waiting weeks for real providers.
Client / signaturesValidated
Insurance / coverageVerified
Provider records459 pages indexed
Employer wages$21,760 verified
Provider Record Pipeline
Complete| Provider | Documents | Amount | Status |
|---|---|---|---|
| St. Joseph's Hospital ER · surgery · imaging | 186 pages | $31,840 | Received |
| Desert Orthopedic Institute ORIF · follow-ups · MMI | 94 pages | $42,650 | Received |
| Arizona Physical Therapy 37 treatment visits | 112 pages | $8,880 | Received |
| Southwest Imaging CT / MRI reports + disk | 67 pages | $4,050 | Indexed |
All provider packets received and reconciledEvery record is indexed against the matter, provider, treatment date, and demand section.
Complete
Two non-blocking follow-ups remainFinal lien confirmation and updated hardware-removal estimate.
Watch
Evidence Inventory & Treatment Chronology
Source citedApr 18 · Collision and ER admissionDisplaced tibial plateau fracture; severe pain; motorcycle totaled.
ER
Apr 19 · ORIF surgeryPlate and screws; non-weight-bearing restrictions.
Surgery
May–Jul · 37 PT visitsImproved gait and ROM with persistent pain.
PT
Jul 11 · MMI reviewResidual 8% lower-extremity impairment.
MMI
Police reportReceived · adverse cited
Witness statementReceived · corroborated
Medical records459 pages indexed
Medical bills$87,420 reconciled
Wage verification$21,760 documented
Client photos14 images attached
Records Readiness
92%Signed HIPAAComplete
Outgoing requests4 closed
Duplicate charges1 identified
Audit trail459 source links
Positive signal: no treatment gap over 14 daysConsistent treatment materially strengthens causation and demand credibility.
Billing anomaly: duplicate radiology charge detectedLuMay excluded $1,240 from the specials total and retained the source explanation.
Real Case Package Files
6 files readyProvider Records Packet
Provider response status, record scope, bill reconciliation, and audit notes.
Final Medical Chronology
Collision, surgery, physical therapy, MMI and future-care evidence.
Bills, Specials & Lost Wages
Reconciled bills, wage verification, future-care estimate and anomaly handling.
AI Records Summary
The file is substantially complete and demand-ready. Liability is independently corroborated, treatment is consistent, surgery and impairment are documented, and all economic damages are reconciled to source evidence.
PHASE 3 · DEMAND & SETTLEMENT
Demand Readiness & Settlement Support
Existing matter snapshot: final demand package, negotiation posture, sentiment signals, modeled resolution, and attorney-ready attachments.
Demand readiness92%Attorney review
Modeled resolution$285K–$335K86% confidence
Current carrier offer$210KCounter recommended
Settlement command view
James Walker · CCL-PI-2026-0618
Opening demand $385,000 · Carrier offer $210,000 · Recommended counter $345,000
Opening demand$385KPackage drafted
Carrier offer$210KInitial anchor
Recommended counter$345KAI-supported
Resolution forecast$285K–$335K86% confidence
Demand Readiness & Value Trajectory
Final draft readyCurrent readiness92% complete
Remaining approval items2 attorney decisions
Modeled resolution$285K–$335K
Next value eventCounteroffer approval
Case valuation progressionValue strengthened as surgery, impairment, wage loss, and consistent treatment were verified.
+67% vs intake ACV
Evidence-driven valuationModeled settlement range
Demand Package Components
459 pages + 14 images| Component | Status | Evidence |
|---|---|---|
| Liability summary | Complete | Police citation + independent witness |
| Final medical chronology | Complete | Surgery through MMI, source cited |
| Bills, specials & wages | Complete | $121,680–$129,180 economic damages |
| Pain & impact narrative | Drafted | Mobility, work, sleep, recreation |
| Demand letter and attachment index | Attorney review | Opening ask and negotiation floor |
Clear liabilitySurgical injuryNo treatment gapCarrier anchoring low
Negotiation History
Jul 12 · Demand package modeledRecommended opening demand: $385,000.
LuMay
Jul 14 · Carrier offer received$210,000; adjuster cites recovery progress and comparative market.
Carrier
Recommended next moveCounter at $345,000, reinforce impairment, future care, and wage documentation.
Review
Sentiment & Negotiation Intelligence
Client sentimentPatient but expects movementEngaged, cooperative, and comfortable with the strategy; requests update within two weeks.
Carrier / adjuster stanceEngaged but anchoring lowOffer recognizes exposure but remains 26% below modeled lower bound.
Dominant leverage themesSurgery · impairment · no treatment gapStrongest evidence for counter and settlement authority.
Negotiation riskModerate / manageableMain risk is carrier discounting future hardware evaluation.
Negotiation anomaly: first offer is 26% below modeled floorLuMay recommends highlighting wage verification and residual impairment before reducing the demand.
Approved Evidence Inputs
Reviewer controlledCoverage verifiedRecords reconciledWage loss verifiedClient signatures completeWitness corroborated
Only evidence that passed Phase 2 validation and reviewer approval is used in chronology, valuation, demand drafting, and negotiation intelligence.
Final Attachment Package
Real demo filesDemand Letter Draft
Liability, damages, impact narrative, and attorney-review items.
Final Attachment Index
Complete manifest with source status and attorney-review flag.
Settlement Strategy Memo
Negotiation signals, leverage, sentiment, and modeled outcome.
Complete Final Demand Package
Provider packet, chronology, damages, demand letter, index, and strategy memo.
Workflow Position
This existing matter proves the downstream story: LuMay converts records into a defensible chronology, reconciled damages, a source-cited demand package, and negotiation guidance—not just an intake summary.
24/7 intake
→Structured facts
→ACV decision
→Matter workflow
→Records
→Demand & settlement
OPERATIONS ANALYTICS
Pipeline Visibility for the CEO
Show the operational story: intake volume, qualification yield, downstream work, and where cash acceleration comes from.
Lead → qualified58%7 of 12 today
Qualified → matter68%30-day portfolio
Fast-track matters6High ACV
Today’s Funnel
12 captured
→
7 qualified
→
1 matter
→
records active
→
demand build
Answer rate98.4%24/7 voice coverage
Median qualification time7.6 minCall end → ACV
Attorney review rate28%2 urgent today
Projected retained fees$228K30-day pipeline view
30-Day Intake, Qualification & Matter Trend
Operational throughputQualification output is trending upward while review friction is stable.
Forecast +18%
Captured leads
Qualified leads
Matters created
Office / Source Performance
30-day sampleTotal leads146Across 5 offices
Qualified8961.0% conversion
Avg. ACV72+4 vs prior month
Projected gross value$6.42M$1.54M retained fees
| Office / source | Leads | Qualified | Conversion | Avg. ACV | Median decision | Projected value |
|---|---|---|---|---|---|---|
| Phoenix · Voice Primary campaign | 42 | 27 | 64.3% | 74 | 6.8 min | $2.08M |
| Tucson · Web Paid search landing page | 28 | 14 | 50.0% | 64 | 11.4 min | $0.91M |
| Mesa · Referrals Provider / prior-client | 24 | 18 | 75.0% | 81 | 5.9 min | $1.47M |
| Glendale · Voice After-hours line | 21 | 12 | 57.1% | 69 | 7.2 min | $0.82M |
| Scottsdale · Web / Chat Organic + website chat | 17 | 10 | 58.8% | 73 | 8.1 min | $0.71M |
| Spanish queue · Multi-office Voice + SMS | 14 | 8 | 57.1% | 68 | 7.9 min | $0.43M |
| Portfolio total | 146 | 89 | 61.0% | 72 | 7.6 min | $6.42M |
Best-performing source: Mesa referrals75% conversion, ACV 81, and the fastest qualification time.
Action: Tucson web intakeConversion is 11 points below portfolio average; missing incident-report fields are the leading cause.
Forecast, Projection & Anomaly Watch
Forecast: next 30 days can deliver 26 qualified PI mattersAt the current mix, that translates to roughly $1.18M projected gross case value and $228K retained fees.
Anomaly: Tucson conversion dipped 11% week-over-weekLikely caused by missing incident-report capture in web intake. LuMay surfaces this fast so operations can correct the script or form.
Trend: carrier-contact flag is rising21% of qualified matters this week mention early carrier outreach — a useful signal for attorney triage and staffing.
Cash Acceleration Outlook
Projected matter progressionMore complete intake data and records automation compress time to demand readiness.
-19 days to demand
Why this lands with Brett
This demo now shows more than intake. It shows operating leverage: trend visibility, projected case value, fee forecast, anomaly detection, and a clear path from front-office automation to cash acceleration.
Source groundingEvery output traceable
Attorney approvalRequired for decisions
Policy-driven AIFirm controls thresholds
Audit trailImmutable
CASE PACKAGE
Case Package File
Open a records or demand artifact without leaving the LuMay workspace.
ADMINISTRATION
Firm Rules & Qualification Policies
Show that the firm—not the model—controls intake decisions, routing, and review triggers.
Active rule setAZ Auto PI v3.2Production-ready
Acceptance thresholdACV 65Firm controlled
Escalation triggers4Attorney review
Qualification Rules
AcceptACV ≥ 65 and no disqualifying issue
DeclineACV < 40 or no meaningful injury
Review40–64 or flagged causation / liability issues
Fast-trackACV ≥ 75 with clear liability and active treatment
Review Triggers
Prior similar treatmentRequires causation review
On
Carrier asked for recorded statementEscalate immediately
On
Missing police report numberFollow-up task auto-created
On
Governance Controls
AI output policyDraft only until attorney approval
Audit retention7 years
PII protectionEncrypted at rest / in transit
ExplainabilityEvidence-linked reasons required
Presenter line
“You set the rules. LuMay doesn’t replace firm judgment—it operationalizes it consistently across every location, every intake source, and every acquired book of business.”