Email-to-case document capture
Pull PDFs, fax scans, and inbox attachments into the case workflow instead of leaving staff to download and rename every file.
Personal injury workflow automation
Stop losing time on pre-litigation work.
Automate records, demands, and case workflows so your firm can handle more cases and settle faster.
Built for personal injury firms that want fewer bottlenecks, cleaner files, and faster demand prep without replacing the CRM your team already uses.
Case document intake
Today's PI claim queue
ER report - Jordan Alvarez.pdf
Medical record
New treatment record
MRI lumbar findings.pdf
Imaging
Linked to active claim
Billing ledger.pdf
Billing
$14,280 in bills
Onyx Core case match
Matched to Jordan Alvarez QA Collision
Client name, provider, treatment date, and claim timeline overlap. Confidence remains visible.
Demand readiness
Chronology, bills, missing records, and attorney review controls stay visible before export.
Lexa assistant
Ask: What records are missing before this demand is reviewed?
What Onyx automates
The pre-litigation work that slows case managers down.
Onyx Intel focuses on the operational layer between intake and demand: documents, records, bills, provider follow-up, claim context, and review-ready work product.
Missing records and bill tracking
Monitor medical records, bills, provider follow-up, police reports, and claim documents that can delay demand prep.
Demand package readiness
Keep chronology, treatment evidence, billing records, gaps, and attorney-review notes connected before final output.
CRM-friendly workflow
Work alongside systems like Clio and Litify so Onyx improves pre-litigation operations without replacing the firm CRM.
Without Onyx vs with Onyx
Less chasing. More files ready for attorney review.
The goal is not to replace staff judgment. It is to remove the repetitive work that keeps claims from moving.
Without Onyx
Case managers chase inbox attachments, fax scans, bills, and records in separate tabs.
With Onyx
Documents enter one intake lane and stay connected to the claim timeline.
Without Onyx
Missing records are found late, often when the demand package is already being assembled.
With Onyx
Gaps are flagged earlier so staff can request records and bills before they block settlement work.
Without Onyx
Demand prep depends on manual copy, paste, spreadsheet checks, and provider follow-up memory.
With Onyx
Chronology, bills, treatment evidence, and demand readiness live in the same review workflow.
Email and fax capture
Turn inbound attachments into organized case files.
Documents received by email, uploads, and fax-scan workflows can be captured, classified, matched to the right claim, and sent to review when the match is uncertain.
See document workflowsDemand package readiness
Know what is missing before the demand stalls.
Treatment timeline and diagnostic highlights stay visible.
Bills can be reviewed against treatment evidence.
Unsupported facts are flagged before final demand output.
Attorney or legal assistant approval remains required.
Trust and control
AI-driven workflow support, not black-box legal work.
Human review stays in control
Automation organizes and drafts, but final work product, reductions, and outbound decisions stay subject to firm review.
Firm-scoped by default
Case files, email-derived documents, AI answers, and integration data stay scoped to authorized firm users.
Traceable decisions
Routing reasons, confidence, missing-document cues, records requests, and review steps are built to be auditable.
CRM-friendly by design
Keep Clio or Litify. Automate the work around it.
Onyx Intel is a pre-litigation workflow layer for PI firms. It helps staff move documents, records, bills, and demand prep forward while the CRM remains the system of record.