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Personal Injury Case Management Software

Personal injury case management software has one real job: move every file from intake to demand to resolution without records sitting unread or deadlines slipping. Caseagent puts an AI agent inside each PI matter to build the medical chronology, track specials, draft the demand, and watch the dates.

Exhibit A The workflow

Every PI file walks the same road

The stages are predictable; the drag is the volume. A PI practice runs dozens of files through this pipeline at once, and each one stalls wherever the reading and drafting pile up.

01
Intake & investigation. Client story, police report, insurance information, photos. The facts arrive scattered and someone has to assemble them.
INTAKE
02
Medical records chronology. Hundreds of pages of treatment records, ordered into a timeline of injury, treatment, and recovery. The classic paralegal week.
RECORDS
03
Specials tracking. Medical bills, lost wages, and out-of-pocket losses tallied and kept current as new bills arrive.
SPECIALS
04
Demand letter. Liability, injuries, treatment, and damages assembled into the letter that starts the negotiation.
DEMAND
05
Litigation deadlines. If the case files, the statute of limitations gives way to service, discovery, and motion deadlines that all have to be computed and kept.
LITIGATION
Exhibit B How it works on PI

Watch the agent work a rear-end collision file

Below is the fictional sample matter from our live demo: no real client, no real case. Run it yourself and the agent produces the actual work product in your browser.

SAMPLE · RODRIGUEZ V. HALE TRUCKING

Fictional sample case file

Rear-end collision. Plaintiff rear-ended by a commercial truck at a stoplight; ER visit, eight weeks of physical therapy, ongoing treatment. Liability disputed on following distance; specials accruing.

Feed the agent a file like this and it returns a case brief with issues spotted, a treatment chronology, a first-draft demand letter, and a deadline timeline keyed to the jurisdiction you pick.

It reads everything first. Police report, records, bills, correspondence: the agent ingests the file and keeps a chronology that updates as new documents arrive, the same way a good case manager would. See AI paralegal case analysis.

It drafts the demand from the record. The demand letter draft cites the treatment timeline and the specials it has been tracking, not boilerplate. You review, adjust the ask, and sign. See legal drafting software.

It never loses the statute date. Limitations, service, and discovery dates live on an escalating timeline the agent maintains for every open file at once.

Every output is a first draft for attorney review. Caseagent is a tool for lawyers, not legal advice, and it never sends a demand or files anything without you.

Exhibit C Feature map

Each PI stage has an agent feature behind it

The pipeline above, mapped to what the agent actually does at each stage.

PI stage What the agent does Feature
Intake Summarizes the client's story and flags missing facts and documents Legal intake software
Medical records Builds a treatment chronology from the records and updates it as pages arrive Case analysis
Specials Keeps a running tally of bills, wage loss, and out-of-pocket damages in the file Case analysis
Demand Drafts the demand letter from the chronology and specials, for attorney review Document drafting
Litigation Computes and watches limitations, service, discovery, and motion dates Deadline tracking

Most PI practices fit the Solo or Firm tier; flat per-firm plans start at $149/month on the pricing page.

EARLY ACCESS · 2026

Put an agent on every PI file you have open

Join the early-access list and we'll email you when your spot opens. Early users lock in launch pricing.

Run the PI demo first