Case management for PI firms

The case manager behind busy personal-injury firms.

From intake to disbursement, we keep every file moving, so your attorneys can focus on the law.

US-basedWorks in your existing softwareAttorney-supervised
What we handle

Eighteen services. One steady hand on every file.

Your attorneys direct the work. We never give legal advice.
Pre-LitigationLitigation
1.
Pre-Litigation · first step

Intake

New cases opened, client details gathered and the file set up from day one.

2.
Pre-Litigation

Case Evaluation

Evaluation of cases to maximize claims and outcomes while cross referencing evidence, damages, treatment, defendants, statutes (Public Entity, etc.)

Supports your attorney
3.
Pre-Litigation

Spanish Interviewing

Client interviews and follow-ups conducted in Spanish, with notes in English for the file.

4.
Pre-Litigation

Investigation / Field Investigations

Scene visits, photos, witness contacts and police reports gathered for the file.

5.
Pre-Litigation

Medical Records

Records requested, tracked and analyzed. We track any gaps in treatment, pre-existing injuries and potential TBI claims that have not been detected or reported.

6.
Pre-Litigation

Pre-Litigation

Bills, damages and treatment status pulled into a demand-ready file.

7.
Pre-Litigation

Case Management

Deadlines, tasks and client updates, always current.

8.
Pre-Litigation

Property Damage Claims

Estimates, rental and loss-of-use paperwork, chased to close.

9.
Pre-Litigation

Medical Treatment Management

Providers, visits and bills tracked as care continues.

10.
Litigation

Discovery

Requests, responses and document productions, organized and tracked.

11.
Litigation

Drafting Pleadings

First drafts of complaints, answers and other pleadings, prepared for attorney review.

12.
Litigation

Subpoenas

Records subpoenas prepared for your attorney to issue, then service and returns tracked.

13.
Litigation

Legal Correspondence

Letters to carriers, providers and opposing counsel, drafted for attorney review.

14.
Litigation

Motions

Motion drafts, exhibits and filing deadlines, prepared and kept on track.

Also CMC Statements, E-filing in State and Federal Courts, Process Service and Docketing.

15.
Pre-Litigation

Settlement

Packages and figures prepared to support your attorney.

Supports your attorney
16.
Pre-Litigation

Lien Negotiations

Balances verified and reduction requests prepared.

17.
Pre-Litigation

Disbursements

Settlement statements drafted for your attorney's approval.

Supports your attorney
18.
Litigation · trial

Trial Preparation Experience

Exhibits, witness binders and trial files organized under attorney’s direction.

Works alongside Clio, Filevine, CasePeer

We work in the software your firm already uses.

Who we help

Sized for a solo practice. Built to grow with yours.

Solo & small firms

An experienced extra set of hands, without a new hire.

Growing & larger firms

Overflow capacity that scales with your caseload.

How it works

Three steps. Nothing falls through.

01

Send a case

Share access in your case software.

02

We work the file

Records, tasks and drafts, kept moving.

03

Your attorney decides

Every draft reviewed and signed by your team.

From the desk

Notes from the case desk.

See all posts

Hand us one case. See the difference.

No long contract. Start with a single file.

Talk to us