Industry segment

Intake scripts and case SOPs: personal injury firm data for AI labs

Personal injury firms run high-volume, process-driven practices: intake calls, qualification, case stages, demand letters and lien resolution. Polyshares names recorded calls and CRM history among the record types it purchases.

Most of it already sits in a case management system such as Filevine or Litify, a call center, and a CRM. Buyers want the written trail of how your team actually does the work, so most owners lead with SOPs and training material, then add day-to-day records once personal details are dealt with.

AI Data Offers research deskChecked against our methodology Updated October 28, 2026 5 min read 12 sources
Key figure
Calls and CRM
Buyers' published range
$100K to $2M+
Time to a written offer
Days to 2 weeks
Owner time, per buyers
1 to 3 hours

01 / What buyers value

Records a buyer will look for at a personal injury firm

  • Intake scripts and qualification rules

    Where it lives

    Call center and docs

    Why a buyer wants it

    How cases are screened

    Raise first

    Usually nothing

  • Call dispositions and intake notes

    Where it lives

    CRM

    Why a buyer wants it

    Thousands of screening decisions

    Raise first

    Caller injuries and identities

  • Case-stage SOPs and task templates

    Where it lives

    Case management

    Why a buyer wants it

    Standard work per stage

    Raise first

    Usually nothing

  • Demand letter templates and negotiation notes

    Where it lives

    DMS

    Why a buyer wants it

    How claims are valued and argued

    Raise first

    Medical details

  • Lien resolution checklists

    Where it lives

    Docs

    Why a buyer wants it

    Closing out cases

    Raise first

    Client financials

02 / Value

Putting a number on a personal injury firm's data

No buyer publishes a price list by industry. What they do publish is a range for a whole company: micro1, Polyshares and Ventra each advertise deals from roughly $100K to $2M or more, and Pewter's licensing partner cites examples between $350K and $650K. Read those as the buyers' own marketing figures, not offers.

For a personal injury firm of about 45 people, three things move the number most: how many years of history you have, how much of the work is written down in one place, and how cleanly client and employee details can be removed. Try the worth estimator for a range based on your size.

03 / Buyers

Which buyers take personal injury firms

On Troveo's intake form, the closest category ("legal") sits in the second of its four demand tiers, which it describes as above-average demand. Polyshares lists legal as one of its premium industries.

  • micro1

    Published size rule

    Asks for at least 30 staff, with no upper limit

    A 45-person personal injury firm

    Fits at 45

  • Mode

    Published size rule

    At least 20 full-time US office employees, or 10 for accounting and 6 for law

    A 45-person personal injury firm

    Fits at 45

  • Nyne

    Published size rule

    At least 20 W-2 staff in the US and three years of history

    A 45-person personal injury firm

    Fits at 45

  • Pewter

    Published size rule

    At least 20 people and three years, with a higher bar in some sectors

    A 45-person personal injury firm

    Fits at 45

  • Ventra

    Published size rule

    At least 30 US staff and three years of data

    A 45-person personal injury firm

    Fits at 45

  • Endless

    Published size rule

    Around 30 people or more

    A 45-person personal injury firm

    Fits at 45

  • Polyshares

    Published size rule

    No headcount floor; it weighs how deep the record goes

    A 45-person personal injury firm

    No size floor

  • Mercor

    Published size rule

    Publishes no minimum

    A 45-person personal injury firm

    No size floor

  • Troveo

    Published size rule

    Publishes no minimum (its calculator begins at 20)

    A 45-person personal injury firm

    No size floor

Checked against a typical personal injury firm of 45 people. Ask each buyer whether contractors and part-time staff count.

Some buyers pay us a referral fee. It never changes your price, and it never changes the order of our rankings.

04 / Typical week

What one ordinary week produces

  • Monday: two hundred intake calls after a weekend.
  • Tuesday: twelve cases signed and opened.
  • Wednesday: medical records requested.
  • Thursday: a demand letter sent.
  • Friday: a settlement negotiated and liens resolved.

Illustrative. Multiply one week by every year you have kept, and that is the record a buyer is looking at. The written decisions matter more than the totals.

05 / Segments

More on law firms

06 / Process

How a deal works

  1. 1

    Check the fit

    Answer a few questions about headcount, years of records and the systems you use. No files change hands.

  2. 2

    Inventory call

    A buyer walks through what you hold and what it wants. Most say the owner spends one to three hours in total.

  3. 3

    Written offer

    Buyers usually send terms within days to two weeks: price, scope, term and whether the deal is exclusive.

  4. 4

    Clean and deliver

    Personal details are removed under the agreed method, then a copy is exported. Your originals stay where they are.

  • micro1

    What it asks for

    Procedures, internal wikis, project and task history, CRM activity

    Offer and payment

    Up to 30 days to review, then paid within 30 days of invoice

    Ask about

    Its master terms describe a perpetual license. It says it strips personal details "when relevant", so ask exactly how.

  • Ventra

    What it asks for

    Mainly inboxes, recorded calls and helpdesk tickets

    Offer and payment

    Offer in 3 to 7 days, then net 30 or 60

    Ask about

    Its terms warn it may be unable to erase data after delivery.

  • Polyshares

    What it asks for

    Inboxes, recorded calls, helpdesk tickets and ERP extracts

    Offer and payment

    Offer in 1 to 2 weeks, paid in 30 to 60 days

    Ask about

    Licenses are exclusive by default.

  • Pewter

    What it asks for

    Operating records for the industries on its list

    Offer and payment

    No fee to the owner, it says

    Ask about

    Launched October 2026 by a Florida sales agency. Its licensing partner, not Pewter, signs and pays.

In each buyer's own published words. Terms change, so confirm them in writing before you sign.

07 / Timing

If you are selling or winding down

A data license can sit alongside a sale or a wind-down. If you are selling the business, agree with the acquirer who keeps the right to license the archive. If you are closing down, keep the workspace and inboxes alive until a buyer has seen them. A closed company is not out of options: SimpleClosure reports more than 150 completed sales of shut-down startups' archives.

FAQ

Questions, answered

Can we license intake call recordings?

Callers describe injuries and give personal details. Most firms license the scripts and anonymized dispositions instead.

Is a 45-person personal injury firm big enough?

9 of the 9 buyers in our size check take a personal injury firm that size, going by their own published rules. Below 20 people your options narrow to the buyers with no stated minimum.

Do we lose our records if we license them?

No. A license gives the buyer a copy for agreed uses and your originals stay put. Read the term and deletion clauses closely: micro1's master terms describe a perpetual license, and Ventra warns it may be unable to erase data after delivery.

Find the buyers that fit your company

Answer a few questions about your size, tools and history. We show which buyers want a company like yours. Free, no files.

Keep reading

Sources

Every number on this page links back to one of these.

  1. 1finance.yahoo.com: Mode inc launches 5 billion 151600765finance.yahoo.com
  2. 2mode.incmode.inc
  3. 3micro1.ai: Data license master termsmicro1.ai
  4. 4Troveo: Business data programtroveo.ai
  5. 5Polyshares: Sell company datapolyshares.com
  6. 6micro1: Company referral programmicro1.ai
  7. 7Beri: micro1 enterprise data partnerships, terms and risksberi.net
  8. 8Mode: Data program requirementsdata.mode.inc
  9. 9Nyne: Sell company datanyne.ai
  10. 10Pewter: Company data licensingpewterdata.com
  11. 11Pewter: Partner examplespewterdata.com
  12. 12Ventra: Company datajoinventra.com

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