PI-specific intake
Capture accident facts, injuries, medicals, insurance, and policy limits at intake. Convert qualified leads into matters with everything in place.
Medicals and liens, organized
Track every provider, balance, and lien on a single matter view. Demand package generation pulls straight from the matter.
Settlement and disbursement
Build settlement statements with attorney fees, costs, liens, and net to client. Trust ledger handles disbursements cleanly.
Core capabilities
PI intake forms
Branded intake tuned for accident matters.
Medical records tracker
Provider list, balances, and request status per matter.
Lien management
Track and resolve hospital, health insurance, and other liens.
Demand package builder
Generate demand letters with embedded matter data.
Settlement statements
Itemized statements with attorney fees, costs, and liens.
Trust disbursement
Clean trust draws and client checks with full audit trail.
Who it's built for
- Texas PI plaintiff firms
- Solo PI attorneys
- Firms with high pre-litigation volume
- Practices handling commercial vehicle cases
Frequently asked questions
Can I generate demand letters from matter data?
Yes. Templates pull party, medical, and insurance data from the matter.
Does it handle settlement disbursements?
Yes. Settlement statements and trust draws are built into the workflow.
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