AI-powered document intelligence for PI firms
Turn medical records into case-ready chronologies and demands
AI extracts, organizes, and flags gaps—so your team spends less time sorting documents and more time building cases.
No commitment · 15-minute walkthrough · HIPAA-ready
Who it's for
Built for personal injury teams handling document-heavy cases
Firms, case managers, litigation support, and pre-suit teams—from intake through settlement.
Personal Injury Law Firms
Organize medical records, route documents correctly, and reduce manual review time across your cases.
Case Managers
Keep files organized, track records faster, and avoid losing time sorting through unstructured documents.
Litigation Support Staff
Prepare cleaner case files with structured records, extracted billing data, and organized documentation.
Pre-Suit and Litigation Teams
From intake to demand package—streamline the entire medical records workflow. Get timelines and billing data ready when you need them.
Platform
Document intelligence and case workflow in one place
From intake to demand—AI-powered modules built for PI document workflows.
Document Intake
Centralize records from portals, fax, email, and uploads. One place for every document before AI processes it.
Learn more →AI Review
Extract providers, dates, diagnoses, procedures, and billing data. Low-confidence items go to your review queue.
Learn more →Chronology Builder
Auto-build treatment timelines from extracted data. Filter by track and provider; export for demands and case strategy.
Learn more →Missing Records Detection
Flag gaps in treatment or billing so you know what to request before drafting the demand.
Learn more →Demand Support
Organize medical bills and specials. Compare bills to treatment records and draft demand sections with case data at hand.
Learn more →Dashboard & Reporting
Case-centric command center: review queue, workload, missing-doc alerts, and reports for management and staff.
Learn more →The product
See the platform dashboard
Cases, timelines, billing extracted, and documents—all in one place. Sign in to access the full dashboard or book a demo.
Treatment timeline
Built from extracted dates and providers
Billing extracted
$47,892
Providers extracted
Document categories
Processed and categorized by type
Sync status
Synced
Last sync: 2 min ago
Next: Auto in 5 min
Review needed
PT_Progress_Notes_03-22.pdf
Timeline date mismatch
Recent activity
Upload → process → review → sync · Case Intelligence Dashboard
Product capabilities
Document intelligence, organization, provider intelligence, automation
Four capability areas that turn chaotic records into case-ready output.
Document Intelligence
AI reads and extracts key data from medical records, bills, and imaging.
- Document reading and extraction
- Classification by type and case
- Billing and CPT data extraction
Organization & Routing
Keep files structured and get them to the right place.
- Smart file renaming
- Case-based routing
- Folder and naming conventions
Provider Intelligence
Understand who treated the client and when.
- Provider and facility extraction
- Treatment timeline generation
- Chronological case view
Workflow Automation
Reduce manual steps from upload to sync.
- Review queue for low-confidence items
- CMS sync (Clio, FileVine, and more)
- Configurable field mappings
Process
How it works
Five steps from upload to finalized case work.
Upload records
Drag and drop or sync from portals. PDFs, scans, faxes—all in one place.
AI extracts and organizes
Key data, dates, providers, and billing are extracted and categorized by type and case.
Chronology and costs generated
Treatment timelines and medical bill totals are built automatically from extracted data.
Missing records flagged
Gaps in treatment or documentation are surfaced so you can request what’s needed.
Team reviews and finalizes
Review queue for exceptions; then sync to your CMS and finalize demands and work product.
The solution
Structured case data from chaos
Timelines, provider lists, and billing totals. Review in the dashboard, then sync to your CMS.
- Reads documents and extracts key information automatically
- Classifies and tags records by type and case
- Renames and organizes files with consistent naming
- Routes documents into the right folders and workflows
- Organizes case workflows so your team can review and sync to your CMS
Treatment timeline
Built from extracted dates and providers
Billing extracted
$47,892
Providers extracted
Document categories
Processed and categorized by type
Sync status
Synced
Last sync: 2 min ago
Next: Auto in 5 min
Review needed
PT_Progress_Notes_03-22.pdf
Timeline date mismatch
Recent activity
Upload → process → review → sync · Case Intelligence Dashboard
Visibility
The right view for every role
Management sees metrics and billing; staff sees cases and tasks. No information leakage between roles.
Management
Billing, performance, usage, and firm settings. High-level metrics and controls—not visible to staff.
Staff & paralegal
Assigned cases, documents to review, records requests, and pending tasks. Operational view only.
Reviewer
Review queue, duplicate checks, extraction exceptions, and unresolved items. QA-focused workflow.
Services & pricing
Automation plans and one-time migration
Monthly plans with included volume, or a white-glove move to paperless. Full comparison on the pricing page.
One-time service
Paperless Transition
Starting at $3,500
A white-glove migration service for firms ready to move from fragmented paper processes to a structured digital workflow, regardless of which CRM they use.
Talk about migrationMonthly plans
Essential
$499/mo
For firms getting started with AI document workflow.
Up to 1,500 docs/mo · $0.20 per extra document
Book demoGrowth
$999/mo
For firms scaling document operations and case organization.
Up to 4,000 docs/mo · $0.15 per extra document
Book demoPremium
$1,999/mo
For high-volume firms and advanced workflow needs.
Up to 10,000 docs/mo · $0.10 per extra document
Book demoIntegrations
Works with your CRM
Processed records, timelines, and billing data sync into your case management system.
Configure field mappings once. Your workflow stays intact.
Ready to turn records into case-ready output?
Sign in to access the platform dashboard, or book a 15-minute demo—no commitment.
Enterprise security · HIPAA-ready · Built for PI firms