PI Software
One source-linked workspace from intake to demand preparation.
Organize medical records, bills, providers, missing-record work, chronologies, and demand preparation while your team keeps every consequential decision.
Johnson v. Metro LogisticsMatter #2026-0847
Review in progress
OverviewRecordsChronologyMissing RecordsDemand
ER visit — City General Hospital
MRI lumbar — Radiology Associates
Initial PT evaluation — Apex Physical Therapy
A connected operating path
See the source, the gap, the reviewer, and the next step.
Bring the file together
Upload supported records and connect permitted intake paths for the agreed firm scope.
Review what Onyx proposes
Keep classification, case matching, providers, treatment events, bills, and unresolved questions connected to the source.
Work the missing pieces
Make outstanding records, bill gaps, provider follow-up, ownership, and due dates visible.
Prepare the controlled output
Build review-ready chronologies, damages context, exhibits, and demand materials without treating a draft as final.
Firm-specific setup
Start with one representative workflow.
A useful pilot defines the inputs, roles, review points, expected outputs, integration boundary, retention decisions, and acceptance evidence before rollout.
- Workflow and role map
- Sample-data walkthrough
- Firm-specific security decisions
- Measured acceptance criteria