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Ask Maria24/7 Client Line

Every client call, answered.

Ask Maria is a dedicated AI voice agent any client can call, any time, and get a real answer about their own case — pulled live from every record EZ Case holds. She identifies the caller, answers with sources, and lands a full summary on the case manager's dashboard within seconds.

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✓ SOC II✓ HIPAA-aware✓ Never gives legal advice
M
Ask MariaLive call · 0:42
📞 Mrs. Reyes · identity verified: full name + last 4 of SSN ✓ · case opened
"Has my MRI report come in?"

"Yes — the MRI report from Dr. Singh came in Thursday. Your case manager has been notified and will reach out within two business days. Would you like a copy emailed to you?"

📄 The Chronology✉ Mailwatch feed
CALL SUMMARY → CASE MANAGER 1 question answered · report emailed to client ✓ · confidence HIGH · logged to the case file
WHY IT MATTERS

Clients call for one thing: a real answer.

"Is my settlement check coming?" "Did the doctor send the records?" "When's my next appointment?" Most of those calls hit voicemail, interrupt an overloaded case manager, or get returned hours later. Ask Maria answers them the moment the client calls — with live data from the medical timeline, the case ledger, the email feed, and the case file. And her number is in every notification email the firm sends, so clients always know how to get an update.

For clientsCall any time, get a real answer — seen, informed, respected. The experience that turns one-time clients into referral sources.
For case managersThe "any update?" calls stop interrupting real work. The calls get answered; the case manager just gets the summary.
For the firm ownerA standard of client care no other PI firm in the region will have — combined with the Friday auto-email, it becomes the firm's brand.
HOW IT WORKS

From ringtone to sourced answer.

A dedicated line, separate from your intake line — connected to everything EZ Case knows.

  1. 01

    The client calls, Maria verifies

    Identity is confirmed by full name and the last four digits of the SSN. Then she greets the client by name and pulls up their case — no one else's.

  2. 02

    She checks the live record

    The medical chronology, the case ledger, the email monitoring feed, and the case file in Neos — in real time, not from a stale script.

  3. 03

    She answers — or hands off smartly

    Status, scheduling, document delivery, contact changes, complaint logging. Anything needing a human — legal advice, settlement decisions — routes to your team or schedules a callback.

  4. 04

    The summary lands in seconds

    Every question, every answer, the AI's confidence in each, and anything it couldn't handle — on the case manager's dashboard, logged to the case file.

She never gives legal adviceStatus, records, scheduling — that's the scope. Legal questions, settlement decisions, and complaints about staff route straight to your team.
She hears when something's wrongCalls where the client sounds upset, confused, or angry are flagged red on the case manager's dashboard — before frustration becomes attrition.
She speaks in your firm's voiceYour script tone, your way of handling common questions, your boundaries on what she will and won't say. Anything outside scope routes the way you decide.
WORTH KNOWING

Every call, on the record.

Every call generates a written summary, a full transcript, and any action items — all logged to the case file. Clients can self-serve copies of their records, settlement statements, or contracts and have them emailed instantly, and appointment scheduling by voice integrates with Provider Atlas. The result is a measurable drop in inbound calls that need a live human.

CUSTOMERS

What leadership is saying

★★★★★
EZ Case makes sure we stop leaving money on the table. Settlement Genius anchors every demand to what we've actually recovered, and Case Signals catches the cases about to settle for too little before they ever close. At the same time, it gets cases to settlement faster — demands that used to take days are drafted in minutes — and our clients always know exactly where their case stands. We settle for more, we settle sooner, and the client experience is better for it.
Judge Clay Jenkins Judge Clay JenkinsPartner at ClayJenkins & Associates
★★★★★
Before EZ Case, I was drowning. Hundreds of provider emails a day, no way to know if my case managers had actually followed up, and Neos was such a mess nobody could find anything. The business was running us. Now AI parses every attachment straight into Neos and flags problems before they become problems. My people are focused on the case, not the admin — each case manager carries 120 to 150 open files a month and nothing slips. And the calls from clients asking what's going on? Those stopped.
Charlie Osborn Charlie OsbornBusiness Manager at Loncar Lyon Jenkins Law Firm
FAQ

Questions, answered

Is this giving clients legal advice?+

No — never. Ask Maria gives status, records, and scheduling only. Anything that requires a human — legal advice, settlement decisions, complaints about firm staff — is routed to your team or scheduled as a callback with the case manager.

How does she know who's calling?+

Every caller verifies their identity by confirming their full name and the last four digits of their Social Security number. Only after verification does Maria open the caller's own case — and only theirs.

Where do her answers come from?+

Live data, in real time: the medical timeline from The Chronology, the financial picture from The Ledger, the email feed from Mailwatch, and the case file in your CRM (such as Neos). Real, current, sourced — not a script.

Does she speak Spanish?+

Yes — English and Spanish by default, with additional languages available as the firm grows.

How does my team know what was said?+

Within seconds of every call, a summary lands on the case manager's dashboard: every question asked, every answer given, the AI's confidence in each, and anything it couldn't handle. The full transcript is logged to the case file, and scheduled callbacks come with a one-paragraph pre-call brief.

How do clients find out about the line?+

Maria's direct number is included in every client notification email the firm sends — so clients always know how to get an update without waiting on hold or leaving a voicemail.

Give every client a line that answers.

Schedule a call and hear Maria handle a real status call live — identification, sourced answer, and the summary on the dashboard.

Schedule a Call ↗

Wire this to your GoHighLevel calendar/booking — place the GHL calendar element here.