You write plain, organized notes about your cases. An intelligent system reads them, tracks your deadlines, chases down medical records, drafts demands, and keeps the operational chaos of a PI firm from eating your billable hours. One box. No subscriptions. Your data stays yours.
The system understands a handful of document types. Each one has a clear structure — like a well-organized case file, but written as natural notes. You fill in what you know, and the system knows what to do with it.
New client information, accident details, injuries sustained, insurance carriers, at-fault parties, initial case assessment.
Case status, opposing counsel, court dates, settlement offers, liability assessment, coverage limits, negotiation history.
Treatment history, provider bills, doctor narratives, lien tracking, surgery reports, ongoing treatment notes.
Demand letters, evidence compilation, medical bill summaries, lost wage calculations, pain and suffering multipliers.
Statute of limitations dates, deposition scheduling, filing deadlines, court appearances, discovery cutoffs.
Anything you need done — follow up with an adjuster, request medical records from a provider, prepare a demand, draft a complaint.
--- priority: high due: today case: Garcia v. State Farm assigned: system --- # Follow Up on Outstanding Medical Records Dr. Patel's office hasn't sent the MRI report from January. We also need the updated treatment plan from Valley Orthopedic. Send follow-up requests to both. If no response in 48 hours, flag it for me so I can call them directly. The demand needs to go out next week.
You don't have to learn new software. Dictate a note from the courthouse parking lot. Type at your desk between client meetings. The system picks up what you need from wherever you are.
Dictate case notes from the courthouse parking lot. Update a client file between depositions. Check which deadlines are coming up this week. Works offline — it syncs when you're back in range.
"State Farm still hasn't responded on the Garcia case. Send another follow-up and put it on my list if they don't reply by Friday." The system creates the task and starts working before you're back at the office.
Full case review. Build demand packages, review settlement calculations, approve outgoing correspondence. Everything in one place — no toggling between five different programs.
Text the system: "What's the statute date on the Thompson case?" It reads the message, checks the case file, and texts you back within seconds. No logging in. No searching through folders.
Things that should happen on their own — check for approaching statute deadlines every morning, follow up on unanswered medical record requests every week, generate the case pipeline report every Monday.
Everything flows through one system. You put in what you need. The coordinator understands PI law workflows and decides what to do. Everything gets documented and filed.
These aren't hypotheticals. Every PI firm deals with exactly these situations every single week. Here's how the system handles each one.
Potential client calls in. You jot down the basics: name, accident date, injuries, insurance carrier. The system creates the intake, runs a conflict check against existing cases, generates an engagement letter, and schedules the initial consultation. By the time you hang up, the file is half-built.
The system flags a case that's 30 days from the statute deadline. It auto-drafts a complaint, alerts your paralegal, creates a filing checklist, and puts it at the top of your morning briefing. No case falls through the cracks because someone forgot to check a spreadsheet.
The system checks which providers haven't responded to records requests. It sends follow-up faxes and emails automatically, tracks what's been requested vs. received vs. outstanding, and flags cases where missing records are holding up the demand. No more sticky notes on your monitor.
One command: "Prepare the demand for Garcia v. State Farm." The system compiles all medical bills, builds a treatment timeline, calculates lost wages from the employment records, applies your multiplier, and generates the complete demand package. You review, adjust the number, and send.
Before you've had your coffee, there's a briefing waiting: which cases need attention this week, what deadlines are approaching, which adjusters haven't responded, what medical records came in overnight, and which settlements are ready to close. Ten minutes and you know your entire caseload.
The system organizes the client's medical records chronologically, generates a complete treatment timeline, flags any gaps or inconsistencies between provider records, and creates a deposition outline with key dates and questions. You walk in prepared without spending the whole night before assembling it.
Under the hood, the system has dozens of capabilities. Here's what matters to you — grouped by the parts of your practice they support.
You know the friction. You live with it every week. Here's what changes.
This isn't another cloud-based case management subscription that someone else controls. It's a small, quiet machine that sits in your office and runs everything. Your data. Your system. Always on.
A compact machine — roughly the size of a thick paperback — that sits on a shelf or behind your monitor. It runs the AI assistant, stores your case files, sends the correspondence, generates the demands and reports.
No cloud dependency for your client data. No per-seat licensing. No vendor deciding to triple their subscription next year. No monthly SaaS fees. You own it.
The distance between "I need this done" and "it's done" should be as short as possible. That's what this system closes. You should be in court, meeting clients, and building your practice — not buried in administrative work.
You write: "New client. Maria Garcia. Rear-ended on the 405 on January 12. Neck and back injuries. Treating with Dr. Patel at Valley Orthopedic. State Farm is the other driver's carrier. Policy limit unknown. Two-year statute. She's still treating." The system: Creates client intake for Maria Garcia Runs conflict check against all existing cases and parties Generates engagement letter and fee agreement for your review Sets statute of limitations: January 12, 2028 Creates alerts at 90, 60, and 30 days before statute Sends medical records request to Dr. Patel / Valley Orthopedic Opens case file: Garcia v. State Farm Ongoing: Tracks every medical visit and bill as records arrive Follows up with Valley Orthopedic if records are late Builds treatment timeline automatically Monitors for maximum medical improvement You say: "Garcia is done treating. Prepare the demand." The system: Compiles all medical bills: $34,200 in treatment Calculates lost wages from employment records: $8,400 Generates treatment timeline with provider summary Drafts demand letter with damages breakdown Sends you the complete package for review You review: Adjust the demand number. Approve. Send. The system: Sends demand to State Farm adjuster Starts 30-day response clock Logs every negotiation touchpoint going forward Alerts you when a response comes in or the deadline passes Tracks settlement through to disbursement