SimplyConvert
SimplyConvert is a US legal tech SaaS company that provides an AI-powered client intake, case qualification, and case management platform for plaintiff-side law firms, with specialized mass tort solutions for Camp Lejeune and Boy Scouts of America litigations.
- Company typePrivate
- Founded2018
- HeadquartersEdwardsville, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What SimplyConvert does
SimplyConvert is a US-based legal technology SaaS company founded in 2018 by mass tort attorney Jessie Hoerman and systems engineer Marty Chrenka, headquartered in Edwardsville, Illinois with a distributed remote team across the United States. The company builds an AI-powered client intake and case management platform targeted at plaintiff-side law firms, anchored by the Instant Case Evaluator chatbot that qualifies and auto-retains cases 24/7/365 against lawyer-created criteria, with adjunct modules for CRM, referral tracking, client engagement, and reporting. Specialized litigation solutions include Mass Torts 360 (with Camp Lejeune and Boy Scouts of America litigation hubs featuring proprietary plaintiff databases, Dual Representation Detector, TDP Quantifier, and Semper Fi AI exposure verification), the CaseHQ client portal with native iOS/Android apps, and trauma-informed outreach services for sensitive litigations.
The platform is delivered via tiered monthly subscription (Starter, Professional, Premium) with unlimited users and leads, plus add-on CaseHQ tiers and customized Mass Torts 360 deployments for high-volume firms. Go-to-market combines product-led self-serve sign-up, inside sales with a Book Demo motion for enterprise accounts, a strategic joint venture with The Search Engine Guys under the TruLaw brand for bundled marketing-and-intake services, and active participation at legal industry conferences (LegalWeek, MTMP, AAJ, NOSSCR). Named clients include Mike Morse Law Firm, TorHoerman Law, Allen Allen Allen & Allen, Anapol Weiss, TorkLaw, Singleton Schreiber, Chaffin Luhana, and Brooks Law Group, among 100+ law firm accounts. The company holds a provisional patent for its Client and Client Referral Management System and has self-attested compliance with TCPA, HIPAA, GDPR, and CCPA frameworks.
SimplyConvert firmographics
Firmographics- Name
- SimplyConvert
- Legal name
- SimplyConvert LLC
- Website
- https://simplyconvert.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- SimplyConvert is a US legal tech SaaS company that provides an AI-powered client intake, case qualification, and case management platform for plaintiff-side law firms, with specialized mass tort solutions for Camp Lejeune and Boy Scouts of America litigations.
- Ownership category
- akta.pro rank
SimplyConvert industry classification
Industry- Product category
- Legal Technology — Client Intake and Case Management Software
- NAICS
- All Other Legal Services (541199), Custom Computer Programming Services (541511)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Legal Practice Management & Case Management (BPAEAPAC)
- akta.pro secondary industries
- Contract Lifecycle Management (CLM) & Document Automation (BPAEAPAD), Enterprise Case Management & Request Fulfillment Platforms (HDAEALAJ)
Keywords
Where SimplyConvert is headquartered
LocationHeadquarters
- HQ city
- Edwardsville
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
SimplyConvert business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription SaaS Platform: Tiered subscription model with Starter, Professional, and Premium packages offering increasing levels of automation and features. All plans include unlimited users and unlimited leads/conversations.
- CaseHQ Add-on Modules: CaseHQ portal and client engagement modules available as add-ons to the core intake platform at Starter, Professional, and Premium tiers.
- Mass Torts 360 Specialized Solutions: Customized litigation hubs for mass tort cases including Camp Lejeune and BSA litigations with specialized databases, reporting, and substantiation tools.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Starter - Essential intake tools for lead capture and case evaluation |
| Subscription | Monthly | Professional - Automated screening with criteria-based chatbot evaluation |
| Subscription | Monthly | Premium - 24/7 engagement with advanced conversion features |
| Subscription | Monthly | CaseHQ Starter - Secure client portal for document delivery |
| Subscription | Monthly | CaseHQ Professional - Enhanced client management tools |
| Subscription | Monthly | CaseHQ Premium - Advanced communications and engagement |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels8 records
SimplyConvert product offering
Product offeringCore offering
SimplyConvert builds and sells an AI-powered legal client intake and case management platform for plaintiff-side law firms, anchored by the Instant Case Evaluator chatbot that qualifies, auto-retains, and auto-rejects cases 24/7 using lawyer-built criteria. The platform bundles a CRM, Referral Platform with fee tracking, Reporting Dashboard, and the CaseHQ secure client portal with mobile apps, and offers specialized solutions such as Mass Torts 360 for high-volume litigations like Camp Lejeune and Boy Scouts of America.
Product overview
SimplyConvert is a legal tech platform consisting of a core platform with integrated modules. The primary offering is the SimplyConvert Platform which includes the Instant Case Evaluator (AI-powered chatbot for automated case intake 24/7), CRM, Referral Platform, and Reporting Dashboard. The platform is complemented by specialized litigation solutions: Mass Torts 360 for mass tort cases (including Camp Lejeune and BSA litigations), and CaseHQ Client Portal for secure client communication. TruLaw Marketing Solutions operates as a sub-brand providing marketing and client acquisition services. The product architecture follows a modular approach with tiered pricing (Starter, Professional, Premium) allowing law firms to scale from basic intake tools to comprehensive litigation management.
Differentiator
Problem solved
Functional benefit
Brands
- Instant Case Evaluator: AI-powered client intake chatbot that evaluates cases 24/7 with lawyer-created case criteria, auto-retaining qualified clients and auto-rejecting unqualified leads.
- CaseHQ
- Mass Torts 360
- TruLaw Marketing
Products and services
- SimplyConvert Platform
- Instant Case Evaluator
- Mass Torts 360
- CaseHQ Client Portal
- CRM (Built-in Law Firm CRM)
- Referral Platform
- TruLaw Marketing Solutions
Quantifiable outcome
- Sign 5x Cases with SimplyConvert Automation
- +3 more outcomes
Companies that use SimplyConvert
Customer profileNamed customers14 records
Segments5 records
Ideal customer profiles3 records
SimplyConvert technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
AI capability10 records
Feature11 records
SimplyConvert partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- TruLaw (The Search Engine Guys / TSEG)coreStrategic partnership between SimplyConvert and The Search Engine Guys (TSEG) under the TruLaw brand. TruLaw offers comprehensive client acquisition services combining SimplyConvert's intake and data management platform with TSEG's outreach expertise. The partnership covers SEO, multi-platform advertising outreach, qualification, case management, and ensures victims are compensated. TruLaw serves as both a marketing partner and client of the platform.
Scale indicators3 records
Recent moves6 records
Expansion highlights6 records
SimplyConvert competitors and assessment
Company assessmentBroad incumbents
- MyCase: Legal practice management suite for small to mid-sized law firms with built-in client intake, CRM, and communication features; a broader-suite competitor to SimplyConvert's specialized intake offering.
- CARET Legal: Cloud-based legal practice management platform with intake automation and CRM capabilities, competing in the broader plaintiff-side law firm market SimplyConvert serves.
- Filevine: Enterprise legal case management platform serving plaintiff and defense firms across many practice areas; offers overlapping case intake and management capabilities as part of a much broader product suite.
- Clio: Largest cloud-based legal practice management platform, providing CRM, intake, and client communication features at scale; competes with SimplyConvert's broader law firm customer base.
- Litify: Legal practice management platform built on Salesforce serving plaintiff law firms, with overlapping intake and case management capabilities targeting the same mass tort and personal injury market.
- PracticePanther: Legal practice management software with built-in intake, CRM, and client portal features, providing a wider-suite alternative to SimplyConvert for plaintiff-side and mass tort law firms.
Emerging players
- Smith.ai: AI-powered legal intake and answering service that handles 24/7 client engagement for law firms, partially overlapping with SimplyConvert's chatbot-based intake and lead qualification capabilities.
Direct peers
- Lawmatics: Legal CRM and client intake automation platform purpose-built for law firms, directly competing with SimplyConvert's core intake and CRM modules across plaintiff-side and personal injury practices.
- CASEpeer: Mass tort case management software built specifically for mass tort law firms, overlapping directly with SimplyConvert's Mass Torts 360 platform in Camp Lejeune, BSA, and similar litigations.
- Captorra: Legal intake CRM and lead management platform for law firms, competing head-to-head with SimplyConvert's Instant Case Evaluator and CRM in the personal injury and mass tort verticals.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
SimplyConvert social profiles
Digital presenceSimplyConvert compliance and trust
Trust signalCompliance4 records
SimplyConvert financial estimates
Financial estimateRevenue estimate
Valuation estimate
SimplyConvert leadership team
Management profileNumber of profiles
Profiles15 records
SimplyConvert subsidiaries and ownership
Company hierarchySubsidiaries1 record
SimplyConvert funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SimplyConvert M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SimplyConvert
What does SimplyConvert do?
SimplyConvert builds and sells an AI-powered legal client intake and case management platform for plaintiff-side law firms, anchored by the Instant Case Evaluator chatbot that qualifies, auto-retains, and auto-rejects cases 24/7 using lawyer-built criteria. The platform bundles a CRM, Referral Platform with fee tracking, Reporting Dashboard, and the CaseHQ secure client portal with mobile apps, and offers specialized solutions such as Mass Torts 360 for high-volume litigations like Camp Lejeune and Boy Scouts of America.
Is SimplyConvert a public or private company?
SimplyConvert is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SimplyConvert founded?
SimplyConvert was founded in 2018. It employs 51 to 100 people.
Where is SimplyConvert based?
SimplyConvert is headquartered in Edwardsville, United States, in the North America region.
How does SimplyConvert make money?
Three revenue lines are on record. Subscription SaaS Platform is the primary driver. The others are caseHQ Add-on Modules and mass Torts 360 Specialized Solutions.
Who are SimplyConvert's main competitors?
Broad incumbents on record are MyCase, CARET Legal, Filevine, Clio, Litify and PracticePanther. Smith.ai is listed as an emerging player. Direct peers are Lawmatics, CASEpeer and Captorra.
Does SimplyConvert have an API?
Yes. SimplyConvert offers API integrations as part of their Professional and Premium tiers. The platform supports data uploads via API for client acquisition, dual representation tracking, completion of fact sheets, filing of forms, and client portal use. The API allows law firms to upload or integrate client data to SimplyConvert. Additionally, a public API exists which has been used for major projects including the client portal and chatbot embed code.
What industry is SimplyConvert in?
SimplyConvert's product category is Legal Technology — Client Intake and Case Management Software. Its primary akta.pro industry code is BPAEAPAC, Legal Practice Management & Case Management, with a secondary code of BPAEAPAD, Contract Lifecycle Management (CLM) & Document Automation. Its NAICS code is 541199 and its SIC code is 7372.