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Automated Law Accounting Tailored for Personal Injury Law

Handle high-volume personal injury cases with automation that tracks claims, manages medical records, and keeps your team focused on maximizing client recoveries.

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Key Features

Dynamic Case Flows

Automate tasks based on injury types like auto or slip-and-fall.

Deadline Protection

Built-in statute of limitations alerts by jurisdiction.

Medical & Lien Tracking

Manage treatment records, lien holders, and reimbursement timelines.

Expense Automation

Automatically link disbursements to the correct matter and phase.

Smart Settlement Workflows

Pre-set rules for payout stages and negotiation status.

Document Generation

Create demand letters, intake forms, and releases with one click.

Insightful Dashboards

Real-time reporting on claim stages, settlement value, and more.

Client Portal Access

Share updates, documents, and messages directly with clients.

AI-Powered Legal Intelligence—From Intake to Invoicing

Streamline every step of your legal workflow with automation, smart insights, and seamless integration—all built on Salesforce.

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