Personal injury firms don't lose cases on the law — they lose them on the operational load. Medical records that never arrive. Statutes that quietly tick past. Client updates that never go out. Liens that ambush the settlement. Our AI runs the case-management side end to end: 24/7 intake, records requesting and summarization, treatment tracking, demand drafting, lien reconciliation, client updates on a cadence. Attorneys keep every legal call. HIPAA and SOC 2 compliant, purpose-built for how PI firms actually operate.
Every PI firm — from a two-attorney shop to a hundred-lawyer factory — runs into the same set of operational failures. They cost cases, referrals, and the firm's reputation with its clients.
New-client calls hit voicemail during clinical hours. Ad-driven leads never get called back fast enough. Referrals from other lawyers wait days for a return call. In a market where PI leads cost hundreds of dollars each, unanswered inquiries are money on the floor.
Every case needs records from every provider. Someone has to request them, follow up when the provider ignores it, follow up again, chase the certified copies. Weeks turn into months. Cases don't move without them.
Fifteen hundred pages of medical records show up. An attorney needs a summary of injuries, treatment, and billing before they can draft a demand. Nobody has the time. The demand gets delayed, or drafted from thin summaries.
A statute of limitations misses is a malpractice claim. Firms rely on paralegals, spreadsheets, and case-management calendars — and cases still get missed when someone leaves or the ticker rolls into next quarter.
Clients don't understand why a case takes 18 months. They call the firm to ask for updates that nobody has time to give. Bad reviews land. Referrals dry up.
At settlement, health insurance, Medicare, Medicaid, and hospital liens all show up. Reconciling them takes weeks. The client gets impatient. Sometimes a lien lands after settlement — and the firm eats it.
The path is the same at every PI firm — intake, sign-up, medical treatment, records, demand and negotiation, settlement and disbursement. We keep the shape; AI runs the operational work behind each stage; attorneys own every legal decision.
AI does: Answers phones 24/7, chats via web/SMS, and ingests referrals. Runs the intake conversation — accident type, injuries, treatment so far, insurance, statute clock. Scores case viability and flags red flags (prior counsel, comparative fault, expired statute).
Attorney owns: The sign-up decision. AI drafts the case summary; a real attorney decides whether to take it.
AI does: Sends the retainer via e-signature. Opens the matter in your case-management system. Sets up the client file, statute clock, treating-provider list, and the client-communication cadence — all populated automatically from intake.
Attorney owns: The engagement letter's scope and any custom terms.
AI does: Sends HIPAA-compliant record requests to every treating provider. Follows up on schedule. Ingests records as they arrive. Reads and summarizes each set — injury timeline, treatment, billing totals, causation notes — into a structured attorney-ready summary.
Attorney owns: The clinical interpretation and legal significance. AI hands you a summary; you decide what it means.
AI does: Tracks each client's treatment against the case plan. Flags when a client reaches Maximum Medical Improvement (MMI) or misses appointments. Manages the statute-of-limitations clock on every case — first alert months out, escalations as the deadline approaches. Never a silent miss.
Attorney owns: The judgment call on when a case is ready to demand, and every deadline-related decision.
AI does: Assembles the demand package from the case file — liability narrative, medical summary, billing, lost wages, pain-and-suffering evidence — as a first draft in your firm's format. Tracks carrier correspondence, response deadlines, and offer history through the negotiation.
Attorney owns: Every strategic decision — the number, the negotiation, the timing, the threat of suit. AI never sends anything to a carrier without an attorney's sign-off.
AI does: Identifies every lien from the treatment record (health insurance, Medicare, Medicaid, hospital, subrogation). Requests final lien amounts, tracks responses, calculates disbursement with attorney fees, costs, liens, and net-to-client. Generates the settlement statement.
Attorney owns: Lien negotiations, final disbursement approval, and the client conversation about the settlement.
The number-one complaint on PI firm review sites is "I never heard from my attorney." AI runs a proactive client-communication cadence — plain English, on a schedule, personalized to where each case actually is — so your clients feel informed, and your attorneys don't spend their week on status calls.
Every client gets a plain-language update on a cadence — "your records are in", "we're preparing the demand", "the carrier responded, here's what happens next." Attorneys review the messages before they go out; AI writes them, humans approve.
Clients see where their case is in the pipeline, upcoming milestones, and their documents in one place. Fewer calls to the firm asking for status; more time for attorneys to actually work cases.
Clients text a question; AI handles routine ones (appointment updates, document requests, form submissions) and routes anything real to the paralegal or attorney. No missed messages, no lost documents.
The operational shape of a car-accident case looks nothing like a med-mal case — different providers, different discovery cadence, different lien picture. AI is tuned per case type; the underlying platform is the same.
High volume, formulaic. AI runs the whole pipeline — intake, records, PIP coordination, demand drafting, UM/UIM tracking — with your attorneys weighing in on the calls that matter (contested liability, high-value soft-tissue, policy-limits demands).
Documentation-heavy, evidence-preservation critical. AI issues preservation letters on day one, tracks evidence requests, and manages the investigator's file — so nothing dispositive walks away while the case matures.
Records-intensive and expert-driven. AI handles voluminous records requesting and summarization, tracks expert deadlines, and organizes the medical timeline that any expert will need to render an opinion.
Deadline-heavy, tightly regulated. AI tracks state-specific deadlines, medical treatment authorizations, and IME scheduling — with alerts calibrated to your state's actual rules, not a generic calendar.
Estate coordination, multiple beneficiaries, high emotional touch. AI handles the operational load; attorneys keep the family conversations that matter — with a well-organized case file behind every call.
Discovery-intensive, expert-heavy, often multi-plaintiff. AI centralizes product records, injury patterns, and treating-provider files across the plaintiff list — so the pattern is legible when it matters.
Federal regulations, corporate defendants, larger case values. AI tracks FMCSA-specific evidence (driver logs, ELD data, maintenance records) and the corporate defendant's discovery pattern across cases.
Lower volume per firm but the same operational shape. The platform handles the long tail so a small-count case type doesn't get worse operational treatment than the high-volume ones.
Not a rip-and-replace. Your case management system stays. Your document management, your e-signature, your calendar — all stay. Our platform sits at the operational layer, integrates through your existing rails, and lands clean data in the systems your firm already uses.
Filevine, Litify, MyCase, PracticePanther, Clio, SmartAdvocate, Needles, Prevail, CasePeer — via native integrations or documented APIs. New cases, updates, and settlement records write back into the system your firm already uses.
Chartswap, ChartRequest, RecordConnect, MRO, Sharecare, direct-to-provider requests. Ingested via API where possible, fax and PDF where not — records land structured, not as a scan pile.
DocuSign, Adobe Sign, HelloSign, native case-management e-sign — for retainers, HIPAA authorizations, medical record requests, settlement docs. Signed documents flow back into the case file automatically.
RingCentral, 8x8, Twilio Voice, or your existing PBX. AI voice sits in front of your existing phone tree; live calls that need a human route the way they do today.
Twilio Messaging, existing client-messaging platforms, and web chat. Two-way SMS handles routine client questions, milestone updates, and document collection — in the channel clients actually respond to.
MSPRC (Medicare) portals, state Medicaid recovery systems, health-insurance subrogation vendors, hospital billing offices. Lien identification, request, and reconciliation runs on the same rails your paralegals already use.
AI runs the operational load — the intake calls, the records requesting, the reading, the tracking, the follow-ups, the routine client updates. Your attorneys keep every legal decision, and your paralegals keep the human touch on the parts of the case that need it. Nothing legal goes out the door on autopilot.
AI qualifies leads and drafts a case summary. An attorney reads it and decides whether to sign the case. No automated sign-ups; the decision to take a case is always a lawyer's.
Whether to file suit, whether to demand policy limits, whether to depose a defense expert, whether to settle now or push to trial — every strategic call stays with the attorney, informed by the case file the AI keeps organized.
AI drafts demands and tracks correspondence; attorneys negotiate. AI never sends anything to an insurance carrier without an attorney's sign-off. The number, the leverage, and the timing are all lawyer decisions.
Signing a case, the settlement conversation, hard news on a case, a family in crisis after a wrongful death — those stay human. AI handles the routine cadence so your attorneys have the time for the conversations that actually matter.
Everything downstream of filing suit — motions, discovery strategy, depositions, trial — stays with your attorneys. AI keeps the case file organized so the litigation team walks in with everything they need.
Conflicts, withdrawal, disclosure, fee disputes — the ethics questions in PI practice are attorney calls. AI flags what might need attention; attorneys decide.
Personal injury practice touches every category of sensitive data — PHI from medical records, PII from clients, privileged attorney work-product. The compliance model is not an afterthought; it's the foundation the platform is designed on.
Every touchpoint that handles PHI — records requesting, ingestion, summarization, transmission, storage — runs under a signed Business Associate Agreement. Access is logged, minimum-necessary is enforced, and clients sign HIPAA authorizations before we request their records.
Independent third-party attestation of our security, availability, and confidentiality controls — the operating baseline for handling sensitive PHI and client data at scale. Annual re-attestation cycle.
Work-product is siloed by matter. AI operates as a firm agent under the same privilege umbrella as your paralegals. Access controls prevent cross-matter data leakage. Nothing leaves the firm's tenant.
Every AI action — records request sent, summary generated, message drafted, deadline logged — is timestamped with source, target, and outcome. Reconstructable months later if the bar association, an insurance carrier, or a client's replacement counsel asks the question.
Every outbound communication that leaves the firm — client emails, demand letters, carrier correspondence, court filings — goes through an attorney or paralegal review gate before it sends. AI never speaks for the firm without a human sign-off.
Data stored in U.S. regions. Configurable retention aligned to your firm's file-retention policy and state bar requirements. Client data is deleted or archived on your schedule, not ours.
Every PI firm's operational load looks a little different — different case-type mix, different case-management platform, different medical-provider markets. We walk through what the AI case manager would do at your firm on day one, which of your existing systems we'd integrate with, and how the HIPAA and privilege model works. Zero pressure; if the fit isn't right, we'll say so.