Everything your PI firm runs on
One platform for cases, AI, documents, communication, money, and compliance. Here is what is inside, grouped the way a personal injury firm actually works.
Case Management & Intake
Run every matter from the first call to the final check, with intake that starts the moment a client reaches you.
All PI case types
Auto accidents, slip and fall, medical malpractice, workplace injuries, product liability, and premises liability, each with the fields that matter.
Visual Kanban board
Drag and drop cases through your stages, with low, medium, high, and urgent priority levels and clear visual indicators.
Guided & on-scene intake
A guided intake wizard plus a public on-scene intake form, with automatic intake packet generation to open the matter fast.
Team & value tracking
Assign lead attorney, paralegal, and case manager roles. Track case value, settlement amounts, and attorney-fee calculations.
Conflict screening
Adverse-party and conflict checks help you clear a matter before you take it on.
Medical providers & liens
A provider directory with reimbursement rates, medical-bill tracking (billed, negotiated, paid, balance), and lien status from pending through satisfied, waived, or cancelled.
AI Copilots & Automation AI
AI is included across the product and tuned for personal injury work. Your team reviews and approves; the software does the first pass. AI features run on Google Vertex and Gemini under Google's BAA.
AI case summary
Open a matter and read a plain-language summary of where it stands, drawn from the case's own data.
Medical chronology & demand
Turn records into a draft medical chronology and demand outline for your team to refine.
AI email receptionist
Classifies inbound email, drafts replies for staff approval, and flags potential new clients for vetting.
Case Q&A
Ask questions across a case and get answers grounded in that matter's records and notes.
Valuation & work suggestions
AI case valuation plus task and time-entry suggestions so nothing slips and time gets captured.
Workflow automation
Rule-based automation for routine steps, plus automatic accounts-receivable aging and escalation.
Documents & AI Scanning AI
Bring documents in, let the platform read and file them, and stop retyping what a scanner can capture.
Document AI OCR & extraction
Google Cloud Document AI reads scanned records and pulls out text and key data fields with high accuracy.
Auto-classification & auto-filing
Imported documents are categorized (medical records, police reports, insurance, and more) and filed to the right case automatically. Auto-filing is included at no extra charge.
Fuzzy client matching
Imported documents are matched to the correct client even when names and references are inexact.
Bulk & backfile import
Batch document processing and mass import move large sets of records in, including backfile conversion during onboarding.
AI scanning, extraction, and drafting run in our secure cloud. See the pricing page for included allowances and transparent usage rates.
Client Communication
Keep clients informed and cut the status-call pile, without moving PHI out into regular email.
Secure client portal
Clients get a personalized dashboard with their current case stage and status, authorized documents, and secure messaging with your team. Optional MFA.
Two-way SMS texting
Text clients from a shared inbox and send appointment reminders, with opt-in and automatic STOP handling to respect TCPA rules.
Secure in-platform messaging
PHI stays inside the platform, encrypted in transit (TLS) and at rest. Notification emails tell users about a new message without carrying sensitive content.
E-signature
Send retainers and packets for signature with signer roles and tracked completion, built into the platform.
Deadlines, Calendar & Tasks
The deadlines that can end a case are tracked for you, and your calendar stays in sync with the tools you already use.
50-state plus DC SOL engine
A statute-of-limitations database covering all 50 states and DC, with jurisdiction-specific periods and citations and date-aware rule changes.
Automatic deadlines & reminders
Deadlines generate on case creation, with reminders at 30, 14, 7, and 1 day, configurable per firm, and optional business-day counting.
Two-way calendar sync
Sync events both ways with Google Calendar or Outlook, or export to iCal. Appointments, hearings, depositions, and trials in one place.
Tasks & events
Recurring events, multi-attendee tracking, and color-coded task categories keep the whole team coordinated.
Money, Billing & Trust
Take payments, keep trust clean, and see what each matter actually earns.
Online payments
Accept card and bank (ACH) payments online through Stripe, with client-facing payment pages and verified payment recording.
Trust & IOLTA accounting
A dedicated trust ledger keeps client funds separated and reconciled the way bar rules require.
Billing & invoicing
Time tracking with per-user rates, sequential professional invoices, and payment and settlement tracking.
QuickBooks Online
Push invoices and payments to QuickBooks Online automatically, so your books stay current without double entry.
Matter profitability
See revenue against cost, realization, and margin by matter, attorney, or month.
Check printing & mail
Print checks and send outbound and certified mail without leaving the platform.
Integrations & Migration
Connect the tools you keep, and move off the one you are leaving without losing your history.
The integrations that matter
Google Calendar and Outlook, QuickBooks Online, Stripe for payments, Twilio for texting, and Google Cloud Document AI, all built in.
Free migration
We move your cases and documents for you at no charge, including a dedicated importer for firms coming from Filevine.
Your data stays portable
Your data is yours. Export it whenever you want. No lock-in and no exit toll.
Security & Compliance
Built for firms handling sensitive medical information, on infrastructure designed for it.
HIPAA-ready, BAA available
PHI is processed on Google Vertex and Gemini under Google's BAA. We will execute a Business Associate Agreement with your firm. See our HIPAA page.
Authenticator-app MFA
TOTP multi-factor authentication that works with Google Authenticator, Authy, 1Password, and other authenticator apps, for staff and clients.
Role-based access
Six user levels (admin, firm admin, attorney, case manager, paralegal, client) with least-privilege, case-scoped permissions.
Audit logging
Every change is logged with user, action, and timestamp. Audit entries are append-only in the application, with no interface to edit or delete them.
Encryption
Encrypted in transit with TLS and at rest with AES-256, hosted on Google Cloud Platform (which holds SOC 2 Type II, ISO 27001, and HIPAA attestations as the infrastructure provider).
Application hardening
Prepared statements, output encoding, a Content Security Policy, and CSRF protection guard against common web attacks.
See these features on your own cases
Book a walkthrough tailored to your firm's workflow. Demos are virtual, or in person in the Las Vegas metro area.