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Everything a personal-injury firm needs to run cases end-to-end — AI workflows, case management, client + expert workflows, compliance, and integrations.
Gemini 2.5 via Vertex AI (HIPAA BAA). All AI calls are budget-tracked and audit-logged.
Multi-document synthesis into ordered treatment timelines, with citations back to source pages.
Firm-voice demand letters drafted from case facts + medical synthesis + state-specific templates.
Range-based estimates with confidence bands and the factors driving each component.
0-100 score with per-criterion breakdown: liability, damages, documentation, coverage, cooperation.
Conversational intake that classifies lead quality and routes to the right attorney + practice area.
10-phase case workflow with role-based access, audit trails, and protocol automation.
Intake → Triage → Records Received → Processing → Legal Review → Expert Review → Demand/Settlement Prep → Litigation Support → Closed → Archived.
Firm-wide protocol templates that auto-fire steps as cases advance through phases.
HIPAA-grade encrypted document storage with retention policies + per-document acceptance audit.
Every read, write, and status change recorded for HIPAA + SOC 2 audit readiness.
Self-serve client portal + an expert marketplace for IME / forensic / vocational specialists.
Clients view case status, sign engagement letters, upload documents, and receive secure messages.
Network of medical and forensic experts with profile verification, 50/50 bid splits, and on-platform engagement.
Engagement letters, releases, and case documents signed via BoldSign (HIPAA-aware).
Auto follow-ups, intake calls, and reminders in 31+ languages. HIPAA BAA in place.
HIPAA + GDPR + CCPA + SOC 2-ready from day one.
Field-level AES-256-GCM for SSN, DOB, MRN. KMS-rotated keys. BAAs signed with every AI vendor.
Self-serve data-subject access requests (DSAR), cookie consent banner, sub-processor transparency.
Nine roles — Owner, Partner, Head Case Manager, Paralegal, Assistant Case Manager, Expert, Vendor, Platform Admin, and Consumer — each with least-privilege defaults.
Authenticator app, SMS, email codes, and backup codes. Accounts auto-lock after repeated failed sign-ins, and sessions time out when idle (HIPAA-aligned).
Pre-integrated with the tools personal-injury teams already use.
Gmail + Outlook bidirectional email sync, with case-thread attachment.
Google + Outlook bidirectional calendar sync, plus ICS export for deadline tracking.
Inbound + outbound fax via RingCentral for medical-records + legal-filing workflows.
Metrobank / Cobalt processing for client invoicing and platform subscriptions. IOLTA-aware settlement accounting.