EXPAND
Move signed cases toward demand
PI Case Progression Engine
From $4,500/month
Keep signed cases moving toward demand.
Signed Case to Demand
1Signed Case
2Treatment
3Records & Bills
4Follow-Up
5Demand Readiness
6Demand
Cases rarely stall because someone made a bad decision. They stall because nobody noticed the file had not moved. The engine watches every active case, acts on what it finds, and escalates what needs a person — inside the case management system you already run.
Automation Monitors
- Stale cases
- Treatment gaps
- Missing records and bills
- Overdue tasks
- Missing documents
- Demand readiness
Automation Acts
- Workflows
- Reminders
- Approved follow-up
- Task creation
- CRM updates
- Escalation
PI Specialists Handle
- Exceptions the automation flags
- Complex client conversations
- Provider chasing that needs a person
- QA
Attorneys Handle
- Legal strategy
- Valuation
- Legal judgment
- Settlement decisions
Automation and AI support the workflow. Licensed attorneys retain legal judgment and control.
Agent demos — case progression
- Case Health Monitor
- Records Chase Agent
- Demand Support Agent
- Lien Resolution Agent
Improve my case progression
Tell us where cases are stalling between signup and demand. From $4,500/month.
Find My Starting PointServing personal injury and plaintiff firms across the United States