In case your agency focuses on a single observe space, your software program choices, traditionally, have been restricted. Creating instruments tailor-made to a selected 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 transport updates to clients was too excessive, and supporting a number of variations of software program throughout quite a lot of small buyer bases was unnecessarily complicated and inefficient.
The appearance of cloud-based software program modified the dynamic, making it cheaper to serve smaller markets. Cloud-based methods eradicated prices related to the bodily distribution of updates, enabling distributors to serve smaller buyer bases extra effectively. Consequently, observe area-specific software program elevated as cloud adoption charges rose.
A veritable buffet of software program choices
Right this moment, 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 methods.
Lately, 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 by way of all of the choices out there, however asking the proper questions will help. When evaluating private harm targeted authorized observe administration software program, remember the fact that not each platform comes with the identical performance. Some methods could lack built-in accounting, whereas others don’t provide native help for medical information and insurance coverage administration.
Rigorously think about integrations and APIs. Ideally, you’ll have integration choices out there, enabling you to customise the software program if wanted. The integrations ought to be seamless, in order that they don’t intrude along with your group’s workflows.
Integrations to contemplate embody demand and negotiation instruments, which aren’t all the time in-built and should require add-on purchases. And if options like settlement advances by way of embedded finance are important to your observe, bear in mind that not all platforms present them. As a result of these capabilities range broadly, it’s crucial to find out your priorities up entrance and select an answer that aligns along with your agency’s particular wants.
When contemplating newer instruments with built-in AI options, method them with curiosity and warning. Look past buzzwords and consider how the expertise truly helps workflows in your agency, corresponding to automating routine duties, producing demand packages or analyzing case knowledge extra effectively.
It doesn’t matter what kind of PI software program you’re , think about the convenience of use to your group, how nicely the device integrates with the methods you already depend on, and ensure to take it for a take a look at drive—if that’s out there.
Moreover, since most authorized software program instruments at the moment are cloud-based, your agency’s knowledge 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 expertise suppliers that can host and retailer your legislation agency’s data. You will have an obligation to rigorously decide how knowledge shall be dealt with, the place the cloud servers are positioned, who can have entry to it and below what circumstances, and the way usually and when your agency’s knowledge shall be backed up, amongst different issues.
If the software program contains AI options, you’ll additionally need to discover different points, together with accuracy charges, how the corporate will shield your agency’s knowledge and whether or not knowledge inputs shall be used to coach AI fashions to enhance responses.
With these caveats in thoughts, let’s check out the array of instruments now out there to PI companies.
A plethora of choices
First, there’s CloudLex, which is constructed particularly for plaintiff companies. It presents instruments for medical document monitoring, settlement calculators, liens and workflows tailor-made to widespread PI case sorts. AI options will quickly be out there. Calls for and negotiations may be dealt with solely by way of integration. Pricing is customized quote-based fairly than publicly listed.
Subsequent is 8amCasePeer. Based in 2015, it gives user-friendly PI-focused case administration software program. It presents shopper consumption, medical therapy monitoring, demand/settlement negotiation workflows, automated statute alerts, shopper texting, PI-specific studies and extra. There’s a waitlist you’ll be able to join to entry upcoming AI options. It emphasizes shopper communication and efficiency monitoring, with pricing beginning at about $79/person/month. (Notice: I’m the principal authorized perception strategist at 8am.)
Another choice is SmartAdvocate. Initially developed for PI, it now helps household legislation issues as nicely. It presents automated workflows, doc meeting, medical document monitoring and shopper texting. It contains case reporting and dashboard instruments, and AI options at present out there help with summarizing and drafting paperwork. Pricing shouldn’t be out there 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 presents customizable workflows, consumption and doc administration appropriate for PI companies. 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 out there. Pricing is subscription primarily based, with latest listings displaying plans starting round $99/person/12 months.
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 may be tailor-made for PI, however it’s not PI-specific out of the field. DemandsAI is out there as an add-on and assists with drafting demand letters, as is MedChron, which gives AI-created medical chronologies. Revealed pricing shouldn’t be out there.
Should you deal with mass tort issues, CasePacer is value contemplating. It’s designed for PI and mass tort companies, providing calendaring, doc administration, settlement monitoring and shopper communication. A authorized AI assistant shall be out there quickly. CasePacer makes use of a singular 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 companies and well being care suppliers, with options for safe doc administration and sharing, medical document administration, activity monitoring, and referral analytics. It emphasizes collaboration amongst attorneys, suppliers and lien holders, and it presents AI-driven settlement insights. Pricing shouldn’t be out there on the web site.
Different private harm observe instruments
Past observe administration methods, a rising variety of newer AI-driven instruments are helping PI companies with getting ready, negotiating and managing circumstances.
Different PI instruments that aren’t targeted on working your agency embody Supio, which presents authorized AI options with human-assisted evaluate. Constructed for private harm and mass tort companies, it assists with drafting medical chronologies, demand letters, litigation paperwork, case economics and automatic “case alerts” to establish lacking therapies or information. No printed pricing is out there.
One other device is EvenUp, which positions itself as a PI claims intelligence platform. It makes use of AI to investigate medical information, help with negotiation, generate demand packages and medical chronologies, draft demand letters and extra. Pricing has not been made public.
Lastly, ProPlaintiff.ai additionally presents 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 companies of various sizes. Pricing begins at $999/person/12 months.
In 2025, there are extra software program instruments out there to PI attorneys than ever earlier than. Whether or not you’re out there for the most recent AI-enabled toolsets or require a sturdy legislation observe administration resolution, you’re in luck. Begin experimenting with these instruments now, and also you’ll discover that your agency runs extra effectively and is positioned nicely forward of the curve. With a lot potential forward, now could be the proper 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 Legal professionals and is a co-author of Social Media for Legal professionals: The Subsequent Frontier, each printed by the American Bar Affiliation. She writes common columns for ABAJournal.com and Above the Regulation, has authored tons of of articles for different publications, and he or she usually speaks at conferences relating to the intersection of legislation and rising applied sciences. Observe her on LinkedIn, or she may be reached at [email protected].
