The Four Pillars Behind Stronger Results, Better Client Outcomes, and a More Efficient Personal Injury Practice.
Client intake
Send branded online intake forms clients complete from any device before their first consultation. Auto-populate case files the moment a form is submitted.
- Forms for auto accidents, slip and fall, workers' comp
- Automated follow-up so no lead goes cold
- Conflict checks run automatically at intake
Case Management
A dashboard to organize and track PI cases quickly. Pre-built templates prepare your team from day one.
- Statute of limitations reminders
- Document management with version control
- Settlement demand tracking from negotiation to resolution
Client Portal
Give clients a secure portal to check case status, review documents, and message your team directly, no extra tools or add-on fees required.
- Two-way messaging with auto-read receipts
- Automated status updates at key milestones
- Secure document sharing on any device
Settlement Management
Track medical expenses and settlement offers in case files. Generate demand packages quickly.
- Lien management (health insurance, Medicare, workers' comp)
- Settlement calculator integrated into case files
- One-click demand letter generation