From instant lead response to demand letter automation, implement systems that capture every case and maximize your settlements.
First responders win 78% of new clients
Qualified leads that become signed clients
Track marketing efficiency
Critical for cash flow planning
Faster resolution = better cash flow
Personal injury practices have unique operational demands that require specialized solutions.
PI firms often handle dozens of new leads daily. Without proper intake systems, potential clients fall through the cracks.
Research shows the first law firm to make contact wins the client most of the time.
PI cases involve extensive documentation—medical records, accident reports, insurance correspondence.
Understanding case inventory value is crucial for cash flow and firm valuation.
Our recommendations based on working with successful PI practices.
Industry leader for PI with customizable workflows, strong document automation, and Lead Docket integration.
Purpose-built for plaintiff firms with advanced settlement tracking and medical records management.
Salesforce-based platform offering enterprise features for larger PI firms.
Best-in-class legal CRM with automated intake, email marketing, and lead scoring.
Focused on conversion optimization with call tracking, texting, and intake automation.
Filevine's intake solution with strong advertising ROI tracking.
Integrated document automation with PI-specific templates.
Automated demand letter software specifically for PI attorneys.
Medical record retrieval and organization service.
PI-specific case management with excellent client portal and mobile app.
AI-powered receptionist for 24/7 intake and call handling.
Implement automated intake workflows that capture every lead and respond instantly.
Set up and configure legal CRM systems like Lawmatics or Law Ruler for maximum conversion.
Deploy and customize Filevine, SmartAdvocate, or other PI-focused case management platforms.
Connect your advertising spend to case outcomes to optimize your marketing ROI.
Train your intake and case management teams on best practices and system usage.
Ongoing support to analyze workflows and improve efficiency and conversion rates.
Let's evaluate your current intake and case management systems to find opportunities for growth.