A personal injury firm needs four kinds of software: case management built for plaintiff work, a fast intake and CRM tool, a document and medical-records system, and accounting with trust and contingency-fee handling. The single highest-return piece is usually intake, because in PI the firm that answers first signs the case. Below is what each does, how to choose, and rough pricing — picked honestly, not to push a product.
We don't sell case management. We build websites and AI lead capture for service businesses and run our own on the same stack, so we'll be straight: buy the right tools for your firm, and let us handle only the part we're actually good at — turning website visitors into signed intakes.
The core system of record: matters, statutes of limitation, deadlines, tasks, and — for PI specifically — damages, medical providers, liens, and settlement distribution. A generic legal platform can work, but PI-native tools save real hours because the data model already knows what a lien and a policy limit are. Look for built-in SOL tracking and a settlement calculator.
Captures the lead, scores it, and routes it to a human fast. This is where money is won or lost in PI — a signed MVA case can be worth tens of thousands in fees, so a five-minute response time beats a five-hour one decisively. Look for missed-call text-back, after-hours coverage, and conflict checks before you sign.
Demand-letter automation, e-signature, and medical-record retrieval and review. Records retrieval can be its own service line priced per request. The win is turning a months-long records chase into a tracked, automatic pipeline so demands go out faster.
IOLTA-compliant trust accounting, three-way reconciliation, and settlement disbursements with lien payoffs. Don't run trust money through general bookkeeping software — bar rules are strict and the audit risk is real. Use a tool built for legal trust accounting.
Honest take: most firms own tools they barely use. Hold off if:
Buy software to remove a bottleneck you can name. If you can't name it, you don't have one yet.
We're not your case management vendor — buy the right one for your firm. What we do is the front of the funnel: a fast website and an AI intake assistant that answers "do you take dog-bite cases?" at 1 a.m., runs a basic qualifier, and routes the lead to you before a competitor calls back. That's our $249/month plan (site plus AI lead capture); the $597/month plan adds the SEO content engine and attribution; and a custom CRM with reputation automation is available from $1,750/month. Month-to-month, and you own it.
To grow the case volume your software then manages, see personal injury lawyer SEO, PI lawyer marketing, and PI website design. Curious what clients judge you on? Read how to choose a PI lawyer. More tools at business software guides.
We don't post stock testimonials. On a 15-minute call we screen-share the real dashboards behind our own businesses — live leads, rankings, and the exact page that produced each one. See the proof →
A plaintiff-specific case management platform, a fast intake/CRM tool, document and medical-records systems, and trust/contingency accounting. Some platforms bundle several; many firms stitch best-of-breed together.
Roughly $40 to $150 per user per month for case management, plus intake, document, and e-signature add-ons. A small firm often spends $200 to $800 a month total.
Intake. In PI the firm that responds first usually signs the case, so fast lead capture and intake often returns more than any back-office tool.
Send your firm name and city — we'll confirm your market is open and build a working demo within 48 hours. Free, no card, no commitment.
Prefer email? [email protected]