Product

Pre-litigation automation for PI firms that live in the details.

Onyx Intel helps firms capture documents from email, organize medical records and bills, track what is missing, and prepare stronger demand packages without replacing Clio, Litify, or the CRM your team already trusts.

Built for PI operations

Fewer bottlenecks between intake and settlement.

The product is focused on the work that slows pre-litigation teams down: documents, records, bills, claim context, demand readiness, and review.

Case managers

Spend less time downloading attachments, chasing providers, checking bills, and rebuilding the same case timeline by hand.

Attorneys

Review cleaner demand packages with chronology, records gaps, source context, and unsupported-fact warnings visible before approval.

Operations leaders

Standardize pre-litigation work so the firm can handle more cases without adding another disconnected document system.

How the product works

One operational lane for documents, records, bills, and demands.

Onyx follows each file through clear checkpoints so teams can see what arrived, where it belongs, what is still missing, and what needs review before output leaves the firm.

01

Capture

Email attachments, fax scans, uploads, and case files enter one supervised intake lane.

02

Organize

Onyx Core reads document signals, identifies the likely case, and surfaces confidence before routing.

03

Monitor

Missing records, bills, claim documents, police reports, and provider follow-up stay visible as the file develops.

04

Prepare

Chronologies, demand packets, review notes, and CRM handoff stay connected for attorney or legal assistant approval.

Workflow coverage

Concrete work your PI team already performs.

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Email and fax-scan document capture
OCR and document classification
Case matching with confidence
Police report and claim-document tracking
Medical records and bills monitoring
Provider follow-up and missing-records cues
Demand packet readiness
Attorney/legal assistant review
Clio and Litify-friendly workflow

Cleaner files

Keep records, bills, correspondence, and demand prep attached to the claim context instead of spread across inboxes.

Faster demand prep

Surface missing records and bill gaps earlier so the team is not discovering blockers at the end of the claim.

More operational capacity

Standard workflows help staff manage a higher volume of pre-litigation work with less manual re-entry.