In case your agency focuses on a single observe space, your software program choices, traditionally, have been restricted. Creating instruments tailor-made to a particular observe space usually didn’t repay for distributors offering premises-based software program. The potential shopper market was too small, the price of including new options to the software program and delivery updates to clients was too excessive, and supporting a number of variations of software program throughout a wide range of small buyer bases was unnecessarily advanced and inefficient.
The arrival of cloud-based software program modified the dynamic, making it less expensive to serve smaller markets. Cloud-based programs eradicated prices related to the bodily distribution of updates, enabling distributors to serve smaller buyer bases extra effectively. In consequence, observe area-specific software program elevated as cloud adoption charges rose.
A veritable buffet of software program choices
In the present day, extra private harm software program instruments can be found than ever earlier than. Most of the newer instruments embody synthetic intelligence options, whereas established platforms additionally construct AI into their programs.
Nowadays, private harm practitioners have many software program instruments to select from, together with platforms designed to deal with circumstances from begin to end, and single-point options that streamline a single facet of the litigation course of. It doesn’t matter what your agency is in search of, you’re certain to discover a device that matches.
It’s not all the time straightforward to sift via all of the choices obtainable, however asking the precise questions can assist. When evaluating private harm centered authorized observe administration software program, remember the fact that not each platform comes with the identical performance. Some programs could lack built-in accounting, whereas others don’t provide native help for medical data and insurance coverage administration.
Rigorously take into account integrations and APIs. Ideally, you’ll have integration choices obtainable, enabling you to customise the software program if wanted. The integrations needs to be seamless, so that they don’t intrude together with your workforce’s workflows.
Integrations to contemplate embody demand and negotiation instruments, which aren’t all the time inbuilt and should require add-on purchases. And if options like settlement advances via embedded finance are important to your observe, remember that not all platforms present them. As a result of these capabilities range extensively, it’s needed to find out your priorities up entrance and select an answer that aligns together with your agency’s particular wants.
When contemplating newer instruments with built-in AI options, strategy them with curiosity and warning. Look past buzzwords and consider how the know-how truly helps workflows in your agency, corresponding to automating routine duties, producing demand packages or analyzing case information extra effectively.
It doesn’t matter what kind of PI software program you’re , take into account the convenience of use on your workforce, how properly the device integrates with the programs you already depend on, and ensure to take it for a take a look at drive—if that’s obtainable.
Moreover, since most authorized software program instruments are actually cloud-based, your agency’s information will essentially be entrusted to a 3rd celebration. When deciding on a product, don’t overlook your moral obligations, which require that you simply totally vet the cloud know-how suppliers that may host and retailer your legislation agency’s info. You might have an obligation to fastidiously decide how information will likely be dealt with, the place the cloud servers are positioned, who may have entry to it and underneath what circumstances, and the way usually and when your agency’s information will likely be backed up, amongst different issues.
If the software program consists of AI options, you’ll additionally wish to discover different points, together with accuracy charges, how the corporate will shield your agency’s information and whether or not information inputs will likely be used to coach AI fashions to enhance responses.
With these caveats in thoughts, let’s check out the array of instruments now obtainable to PI corporations.
A plethora of choices
First, there’s CloudLex, which is constructed particularly for plaintiff corporations. It affords instruments for medical document monitoring, settlement calculators, liens and workflows tailor-made to widespread PI case varieties. AI options will quickly be obtainable. Calls for and negotiations might be dealt with solely via integration. Pricing is customized quote-based reasonably than publicly listed.
Subsequent is 8amCasePeer. Based in 2015, it offers user-friendly PI-focused case administration software program. It affords shopper consumption, medical therapy monitoring, demand/settlement negotiation workflows, automated statute alerts, shopper texting, PI-specific studies and extra. There’s a waitlist you may join to entry upcoming AI options. It emphasizes shopper communication and efficiency monitoring, with pricing beginning at about $79/consumer/month. (Observe: I’m the principal authorized perception strategist at 8am.)
An alternative choice is SmartAdvocate. Initially developed for PI, it now helps household legislation issues as properly. It affords automated workflows, doc meeting, medical document monitoring and shopper texting. It consists of case reporting and dashboard instruments, and AI options at the moment obtainable help with summarizing and drafting paperwork. Pricing shouldn’t be obtainable on the web site.
Then there’s Neos, Meeting Software program’s fashionable cloud successor to legacy platforms like Needles and TrialWorks. Whereas not PI-exclusive, it affords customizable workflows, consumption and doc administration appropriate for PI corporations. Embedded AI assists with doc drafting, case, picture and doc summaries, in addition to doc extraction. Medical document and insurance coverage administration performance shouldn’t be obtainable. Pricing is subscription primarily based, with latest listings exhibiting plans starting round $99/consumer/yr.
Filevine is one other platform to contemplate. It started as PI-focused software program however has expanded into areas like immigration legislation, household legislation and felony legislation. Options embody collaboration, doc dealing with, consumption and a shopper portal. Filevine might be tailor-made for PI, however it’s not PI-specific out of the field. DemandsAI is offered as an add-on and assists with drafting demand letters, as is MedChron, which offers AI-created medical chronologies. Revealed pricing shouldn’t be obtainable.
Should you deal with mass tort issues, CasePacer is value contemplating. It’s designed for PI and mass tort corporations, providing calendaring, doc administration, settlement monitoring and shopper communication. A authorized AI assistant will likely be obtainable quickly. CasePacer makes use of a novel pricing mannequin of about $5 per energetic case/month with limitless customers, making it accessible for each single-event and mass tort practices.
Lastly, SimplifyPI is a cloud-based platform constructed for PI legislation corporations and well being care suppliers, with options for safe doc administration and sharing, medical document administration, job monitoring, and referral analytics. It emphasizes collaboration amongst attorneys, suppliers and lien holders, and it affords AI-driven settlement insights. Pricing shouldn’t be obtainable on the web site.
Different private harm observe instruments
Past observe administration programs, a rising variety of newer AI-driven instruments are aiding PI corporations with getting ready, negotiating and managing circumstances.
Different PI instruments that aren’t centered on operating your agency embody Supio, which affords authorized AI options with human-assisted overview. Constructed for private harm and mass tort corporations, it assists with drafting medical chronologies, demand letters, litigation paperwork, case economics and automatic “case indicators” to establish lacking remedies or data. No revealed pricing is offered.
One other device is EvenUp, which positions itself as a PI claims intelligence platform. It makes use of AI to research medical data, help with negotiation, generate demand packages and medical chronologies, draft demand letters and extra. Pricing has not been made public.
Lastly, ProPlaintiff.ai additionally affords AI-powered instruments for PI attorneys, corresponding to automated demand letters, medical chronologies, doc summaries and transcription of media proof. Its tiered plans, starting from Necessities to Enterprise, goal corporations of various sizes. Pricing begins at $999/consumer/yr.
In 2025, there are extra software program instruments obtainable to PI attorneys than ever earlier than. Whether or not you’re available in the market for the newest AI-enabled toolsets or require a strong legislation observe administration answer, you’re in luck. Begin experimenting with these instruments now, and also you’ll discover that your agency runs extra effectively and is positioned properly forward of the curve. With a lot potential forward, now could be the right time to streamline your workflows, embrace automation and set your agency up for long-term success.
Nicole Black is a Rochester, New York-based legal professional, writer and journalist. She is the principal authorized perception strategist at 8am, mum or dad firm of LawPay, MyCase, CasePeer and DocketWise. She is the nationally acknowledged writer of Cloud Computing for Attorneys and is a co-author of Social Media for Attorneys: The Subsequent Frontier, each revealed by the American Bar Affiliation. She writes common columns for ABAJournal.com and Above the Legislation, has authored lots of of articles for different publications, and he or she usually speaks at conferences relating to the intersection of legislation and rising applied sciences. Comply with her on LinkedIn, or she might be reached at [email protected].
