LEO™

VERIFIED CLAIMANT ENGAGEMENT AT SCALE​

PROCESS FOR DEFENSE & CLAIMANT COUNSEL​​

When a case requires structured, defensible communication with hundreds or thousands of participants, LEO™ brings trained U.S.-based interviewers, documented process, insights, and technology into one litigation-ready workflow.

Legal cases succeed or fail on information and legal interactions have not had an operating system. Until Now!​

LEO™ customizes and conducts structured, informal claimant and subject interactions — with counsel from both sides represented — and delivers a complete, defensible record of each session.​

Legal professionals spend millions on intake, claimant communication, verification, interviews, and compliance processes that are inconsistent and difficult to scale.


LEO™ was built to fix that.​


Verified Identity

Live ID verification with a

timestamped photo captured on

the record.​

Structured

Interview/Interaction​

Approved scripts and/or processing

flows conducted by trained, U.S.-

based interviewers.​

Complete Records +

Validation​

Audio, transcript, consistent file

naming, and optional claimant data

insights.​

Operational Visibility​

Daily and weekly reporting on

volume, completion rates, no-

shows, and key trends.​

The Process -

How a LEO™ Session Runs​

1 - Schedule

2 - Verify ID

3 - Interact

4 - Quality Check

5 - Report

6 - Insights

Every step is documented — producing an audit trail from the first appointment through the final report.​

Built on Five Pillars​

1.

Human Expertise​

Trained, U.S.-based interviewers — not scripts read by an offshore center.​

2.

Operational Discipline​

Documented procedures and QA so quality holds at any volume.​

3.

Defensible Documentation​

Recordings, transcripts, and audit trails for every session.​

4.

Technology Enablement​

Scheduling, verification, and reporting that scale without added headcount.​

5.

Business Intelligence​

Interaction data converted into actionable insight, not just archived.​

For Defense Counsel​

  • Neutral, professionally documented claimant interactions.​
  • Consistent process across hundreds or thousands of claimants.​
  • Litigation-ready recordings and transcripts ​delivered on schedule.​

For Claimant Counsel​

  • Claimants are treated with professionalism, patience, and clarity.​
  • Counsel presence for every session solidifies the attorney/client relationship.​
  • A neutral, documented process that accurately reflects the claimant’s position.​


Built for Both Sides of the Table

LEO™ is the operating system for large-scale verified legal interactions.


Structured, defensible, and built to scale from hundreds to tens of thousands of participants without losing consistency.​

CONTACT US TODAY

Let's get started on creating your system today so you can have more data for your cases tomorrow.