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/api/v1/screen

This endpoint allows you to analyze legal client intake data to determine if a lead is worthwhile for your platform.

Introduction

This endpoint evaluates potential client information and returns a quality score based on your configured practice areas and filters. This helps you quickly identify promising leads without manual review.

Key features:

  • Automated quality scoring from 0-100
  • Practice area validation
  • Custom filtering rules
  • Configurable quality thresholds

Authentication

All API requests require authentication using a Bearer token in the Authorization header:

Authorization: Bearer YOUR_API_KEY

Quickstart

Here’s how to quickly start using this endpoint:

  1. Ensure you have an active PRO subscription
  2. Configure your practice areas and filters in the Verdict dashboard
  3. Set your quality threshold in the settings
  4. Make a POST request to the endpoint with your client intake data

i/v1/screen

Analyzes a single client intake record and returns a quality score and analysis.

Request

POST https://www.caseverdict.com/api/v1/screen Content-Type: application/json Authorization: Bearer YOUR_API_KEY { "record": { "firstName": "John", "lastName": "Doe", "phone": "555-123-4567", "email": "john.doe@example.com", "location": "New York City", "zip": "10001", "county": "New York", "state": "NY", "practiceArea": "Personal Injury", "intakeNotes": "Client suffered a slip and fall injury at a grocery store. Possible broken wrist and hip injury." } }

Request Parameters

ParameterTypeRequiredDescription
firstNamestringYesClient’s first name
lastNamestringYesClient’s last name
phonestringYesClient’s phone number
emailstringYesClient’s email address
locationstringYesClient’s city/location
zipstringYesClient’s ZIP code
countystringYesClient’s county
statestringYesClient’s state
practiceAreastringYesPractice area for the case
intakeNotesstringYesNotes from the client intake

Response

{ "success": true, "results": { "valid": [ { "firstName": "John", "lastName": "Doe", "phone": "555-123-4567", "email": "john.doe@example.com", "location": "New York City", "zip": "10001", "county": "New York", "state": "NY", "practiceArea": "Personal Injury", "intakeNotes": "Client suffered a slip and fall injury at a grocery store. Possible broken wrist and hip injury.", "analysis": { "thresholdScore": 85, "analysisNotes": "Strong personal injury case with clear liability and documented injuries." } } ], "invalid": [] }, "timestamp": "2023-04-05T12:34:56.789Z" }

Response Fields

FieldTypeDescription
successbooleanIndicates if the API request was successful
results.validarrayRecords that scored above your threshold
results.invalidarrayRecords that scored below your threshold
timestampstringISO timestamp of when the analysis was performed

Each record contains all of the original input data plus an analysis object with:

  • thresholdScore: A number from 0-100 indicating quality (higher is better)
  • analysisNotes: Optional short notes explaining the score

Error Responses

400 Bad Request

{ "error": "Record must match the InputRecord type", "details": [/* Validation error details */] }

401 Unauthorized

{ "error": "Invalid or missing API key" }
{ "error": "User does not have an active subscription" }
{ "error": "User's plan does not have access to the API" }

500 Internal Server Error

{ "error": "Failed to analyze record" }

How It Works

  1. The API validates your subscription status and API key
  2. It checks that the record contains all required fields
  3. It retrieves your configured practice areas, threshold, and filters
  4. It uses AI to analyze the record and assign a quality score based on:
    • Match with your configured practice areas (invalid practice areas receive a score of 0)
    • Relevance to your practice based on intake notes
    • Alignment with your custom filters
  5. Records with scores above your threshold are marked as valid leads
  6. Records with scores below your threshold are marked as invalid

Best Practices

  • Provide detailed intake notes for the most accurate scoring
  • Configure your practice areas in the dashboard settings
  • Set appropriate threshold levels based on your capacity
  • Use custom filters to enforce additional screening criteria
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