From First Conversation
to Final Resolution.
A connected workflow for every stage of the case.
Intake
Capture and qualify new cases
Case Setup
Create, assign, and organize
Medical Records
Request, track, and review
Case Development
Build a strong, well-documented case
Demand
Prepare and send demand packages
Litigation (if needed)
Manage filings and deadlines
Settlement
Negotiate and resolve
Designed for Every Role
in Your Firm.
Role-specific views, shared information, and seamless collaboration.
Intake Teams
Capture and convert more qualified cases
Case Managers
Keep every case moving forward
Medical Records
Track requests and monitor progress
Attorneys
Focus on strategy and outcomes
Paralegals
Manage tasks, documents, and deadlines
Firm Leadership
Gain visibility across your entire operation
A Clearer View
of Your Firm.
Real-time visibility into cases, team activity, and key metrics across your entire practice.
Case ActivityLast 12 Months
Active CasesClosed CasesNew Intakes
342 active cases
+12% from last month
+12% from last month
Top Case Types
Auto Accidents42%
Slip & Fall18%
Truck Accidents14%
Premises Liability12%
Other14%
Team Performance
Intake12 intakes this week
Medical Records87 requests completed
Case Management96 tasks completed
Litigation18 filings this month
A Better Experience for Your Clients.
Keep clients informed with secure communication, case updates, and easy document sharing.
PILOS
Your Case Progress
Auto Accident
Case # 24-1026
Case # 24-1026
Intake Complete
Medical RecordsIn Progress
Demand PreparationUpcoming
NegotiationUpcoming
ResolutionUpcoming
MessagesDocumentsDetails
New message from your team
We have received your latest medical records.
We have received your latest medical records.
Intelligent Assistance for Greater Efficiency.
AI-powered capabilities that support your team with document review, information organization, drafting, and research.
AI- Summarize medical records
- Draft letter and demand templates
- Organize case information
- Identify key dates and deadlines
A. AI Assistant
Ask a question or give a task…
Suggested tasks
Summarize recent medical records
Draft a demand letter
Create a timeline of key events
Identify missing documentation
Prepare a settlement memo
