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.
Flat per firm pricing from $149/month ยท Solo, Firm and Practice plans
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.
Step 02 is where the hours actually go. Published review rates put a reviewer at roughly 50 pages per hour on typed records and about 20 on handwritten notes, so a 2,000 page file is 40 hours before anyone has drafted a word. That is the reason personal injury workflow automation almost always starts here rather than at intake, and why automated medical record review is the first thing most PI firms buy. Intake is the other half of the spend for a PI practice, since speed to first contact decides who signs the case, and we compare the options in our guide to law firm CRM software. If you are pricing that piece separately, our guide to medical chronology software compares per page, per seat and managed service pricing and includes a free calculator for the hours on your own page counts. It also covers the adjacent tools for reconstructing injury timelines and building a claim chronology from a mixed record set.
How it works on PI
Watch the agent work a rear-end collision file
Below is the prepared 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.
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.
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.
Personal injury case preparation: frequently asked questions
What is automated case preparation in PI law?
Automated case preparation in PI law means the software does the reading pass a paralegal would otherwise do by hand: it ingests the produced records and pleadings, pulls every dated clinical event, tracks specials and liens, and calculates the litigation deadlines from the filing dates. What it does not do is decide the case. The output is a verified draft a human signs off on, which is the only version that should reach opposing counsel.
Is automated medical record review reliable for PI law?
Extraction of dates, providers and visit types from typed records is dependable now, and every entry carries a page citation so verification is a click rather than a re-read. Clinical judgment is not automated: whether a treatment gap is meaningful, whether a prior injury is related, and whether a note supports causation are all human calls. Treat automated medical record review as a first draft that collapses 40 hours of reading into a review pass.
What are the best tools to build a medical chronology for PI claims?
The category splits three ways: per page services that charge roughly $0.05 to $0.25 per page, per seat subscriptions, and managed services pairing AI with human review at about $250 to $500 per chronology. Which is cheapest depends entirely on your page volume per case. Our medical chronology software page compares all three models with a calculator that prices the review from your own page count.
What is the best software for reconstructing injury timelines?
The best software for reconstructing injury timelines is a medical chronology tool that orders every encounter by date of service across all providers and cites the page each entry came from. For a PI firm it should sit inside the case file, so the timeline feeds the demand and the deadlines instead of living in a separate export. That is how Caseagent builds it.
A timeline nobody can trace back is not usable in a deposition, so judge any tool by asking for a sample output with the page references intact. Pricing models differ more than features: per page services, per seat subscriptions such as Paxton AI, which publishes $499 per user per month or $2,999 per user per year, and flat per firm plans like ours. The medical chronology software comparison prices all of them against your own page counts.
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