See exactly how a PI case runs on autopilot.
From the 9pm accident lead to the settlement check — the full case journey, mapped. See what runs itself, what stays with your attorneys, and where your clients are always kept in the loop.
Follow a real case, end to end.
Every stage, every decision point, and exactly who handles what — the system in one scroll.
A new lead comes in
AutomatedA call, ad form, or website inquiry — often after hours, when a competitor's office is closed.
Marcus is rear-ended by a delivery van and searches for a lawyer that night.
AI responds in 60 seconds
AutomatedAn intake agent replies instantly, 24/7, and asks the qualifying questions up front.
Strong case → book a consultation
Not a fit → polite auto-decline, zero staff time
Consultation booked & lead created
AutomatedBooked straight into the calendar; a record is created and your team is notified.
Automated reminders
AutomatedSMS and email reminders before the meeting cut no-shows to a minimum.
Attorney meets the client
Your teamThe full story, fault, injuries, and insurance — pure legal judgment, never automated.
Accept → onboarding begins
Decline → referral sent, goodwill kept
Engagement letter + medical authorization
AutomatedGenerated from your templates and sent together for e-signature.
Client signs on their phone
ClientReminders nudge until it's signed, then portal access and a clear what's-next.
Marcus signs from his couch that evening — under three minutes.
Conflict check + case file opened
AutomatedRuns automatically; the matter opens and moves to the Investigation stage.
Police report & lien questionnaire sent
AutomatedRequested automatically on day one — liens surfaced now, not at settlement.
Insurance limits & witnesses
Your teamYour paralegal confirms policy limits and speaks with witnesses — the human calls.
Monthly recovery check-ins
AutomatedAutomatic until the client is discharged; treatment gaps are flagged early.
Keep monitoring — loops monthly
Confirm discharge → records stage fires
Requests to every provider at once
AutomatedWith timed, escalating follow-ups until each provider responds — no chasing.
Verify & log records
Your teamA live tracker shows exactly what's in and what's still outstanding.
Demand package assembled & drafted
AutomatedRecords, bills, and expenses pulled together; a first-draft demand prepared in minutes.
Attorney sets the number & sends
Your teamStrategy and the demand amount always stay with your attorney.
Marcus's demand goes out at the figure his attorney decides.
Attorney negotiates
Your teamOffers and counters — legal strategy and judgment at every step.
Client notified of every offer
ClientAutomatically, the moment each one lands — no calls to the office.
Settle → closing
Counter → continue (most settle in 2–4 rounds)
Disbursement breakdown calculated
AutomatedFees, case costs, and liens tallied instantly the moment a case settles.
Client sees the numbers first
ClientA clear breakdown of exactly what they'll receive — before any money moves.
Attorney approves & funds distributed
Your teamEvery figure verified before distribution — a personal legal responsibility.
Review & referral requests
AutomatedAutomatic asks timed for when client satisfaction is highest.
Annual check-in
AutomatedA friendly yearly note keeps your firm top of mind for the next case.
A year later, Marcus refers his coworker after a crash.
Your attorneys do the law. The system moves everything else — from signed client to settled, faster.
Stop losing cases to busywork.
Book a 30-minute demo and we'll map this system to your firm — your practice management, your intake, your caseload.
Book Your DemoStart a conversation
Start your free strategy call
Tell us about your business. We'll map out a custom GTM + AI growth plan — no pressure, no pitch.
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