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 a wide range of small buyer bases was unnecessarily complicated and inefficient.
The arrival of cloud-based software program modified the dynamic, making it more cost effective 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. In consequence, observe area-specific software program elevated as cloud adoption charges rose.
A veritable buffet of software program choices
At this time, 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.
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 positive to discover a software that matches.
It’s not at all times straightforward to sift by all of the choices accessible, however asking the fitting questions can assist. When evaluating private harm centered authorized observe administration software program, remember that not each platform comes with the identical performance. Some methods might lack built-in accounting, whereas others don’t provide native assist for medical data and insurance coverage administration.
Fastidiously contemplate integrations and APIs. Ideally, you’ll have integration choices accessible, 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 at all times inbuilt and should require add-on purchases. And if options like settlement advances by embedded finance are important to your observe, remember that not all platforms present them. As a result of these capabilities differ extensively, it’s essential 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 really helps workflows in your agency, resembling automating routine duties, producing demand packages or analyzing case knowledge extra effectively.
It doesn’t matter what kind of PI software program you’re taking a look at, contemplate the convenience of use on your workforce, how effectively the software integrates with the methods you already depend on, and ensure to take it for a check drive—if that’s accessible.
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 know-how suppliers that can host and retailer your regulation agency’s data. You will have an obligation to rigorously decide how knowledge might be dealt with, the place the cloud servers are situated, who may have entry to it and below what circumstances, and the way usually and when your agency’s knowledge might 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 defend your agency’s knowledge and whether or not knowledge inputs might be used to coach AI fashions to enhance responses.
With these caveats in thoughts, let’s check out the array of instruments now accessible to PI corporations.
A plethora of choices
First, there’s CloudLex, which is constructed particularly for plaintiff corporations. It provides instruments for medical report monitoring, settlement calculators, liens and workflows tailor-made to frequent PI case varieties. AI options will quickly be accessible. Calls for and negotiations could be dealt with solely by integration. Pricing is customized quote-based relatively than publicly listed.
Subsequent is 8amCasePeer. Based in 2015, it offers user-friendly PI-focused case administration software program. It provides shopper consumption, medical therapy monitoring, demand/settlement negotiation workflows, automated statute alerts, shopper texting, PI-specific studies and extra. There’s a waitlist you possibly can 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.)
Another choice is SmartAdvocate. Initially developed for PI, it now helps household regulation issues as effectively. It provides automated workflows, doc meeting, medical report monitoring and shopper texting. It consists of case reporting and dashboard instruments, and AI options at the moment accessible help with summarizing and drafting paperwork. Pricing is just not accessible on the web site.
Then there’s Neos, Meeting Software program’s trendy cloud successor to legacy platforms like Needles and TrialWorks. Whereas not PI-exclusive, it provides 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 report and insurance coverage administration performance is just not accessible. Pricing is subscription based mostly, with current listings displaying plans starting round $99/consumer/12 months.
Filevine is one other platform to contemplate. It started as PI-focused software program however has expanded into areas like immigration regulation, household regulation and legal regulation. Options embody collaboration, doc dealing with, consumption and a shopper portal. Filevine could be tailor-made for PI, however it isn’t PI-specific out of the field. DemandsAI is accessible as an add-on and assists with drafting demand letters, as is MedChron, which offers AI-created medical chronologies. Revealed pricing is just not accessible.
If you happen to 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 might be accessible 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 regulation corporations and well being care suppliers, with options for safe doc administration and sharing, medical report administration, job monitoring, and referral analytics. It emphasizes collaboration amongst attorneys, suppliers and lien holders, and it provides AI-driven settlement insights. Pricing is just not accessible on the web site.
Different private harm observe instruments
Past observe administration methods, a rising variety of newer AI-driven instruments are helping PI corporations with making ready, negotiating and managing circumstances.
Different PI instruments that aren’t centered on operating your agency embody Supio, which provides authorized AI options with human-assisted evaluation. 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 printed pricing is accessible.
One other software 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 provides AI-powered instruments for PI attorneys, resembling 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/12 months.
In 2025, there are extra software program instruments accessible to PI attorneys than ever earlier than. Whether or not you’re available in the market for the most recent AI-enabled toolsets or require a sturdy regulation 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 effectively forward of the curve. With a lot potential forward, now’s 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 lawyer, creator 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 creator of Cloud Computing for Attorneys and is a co-author of Social Media for Attorneys: The Subsequent Frontier, each printed by the American Bar Affiliation. She writes common columns for ABAJournal.com and Above the Legislation, has authored a whole lot of articles for different publications, and she or he frequently speaks at conferences concerning the intersection of regulation and rising applied sciences. Comply with her on LinkedIn, or she could be reached at [email protected].
