[ PLAINTIFF PERSONAL INJURY ]
Custom PI case management and AI intake, built in accounts your firm controls. Cut records-review hours, stop leaking intake, draft demands from cited chronologies, and keep your matter data in a system you own. Build it new, on Microsoft 365, or on top of Filevine.
Book a Strategy Call30 minutes with a co-founder. Bring your case volume and your current tools.
One system, owned by the firm
$17.6K/mo
typical records-review burn, 40-case firm
Free
discovery call and TCO comparison
100%
code, IP and data owned by the firm
[ WHERE PI FIRMS BLEED ]
The places a plaintiff PI firm loses the most money are paralegal hours on medical chronologies, leads that never make it into the case system, and a software bill that grows with every hire and every AI add-on.
Typical records-review spend for a 40-case firm. Manual, slow, and easy to fall behind on.
Web and Meta leads sit in inboxes and forms. Slow follow-up loses cases to the firm that called first.
Filevine's base plan meters AI at three chats per user per month and puts MedChron in its top AI tier. The Filevine pricing breakdown has the rest.
[ WHAT WE BUILD ]
Layer onto Filevine, own the whole platform, or move it onto the Microsoft 365 you already pay for. We shipped the first open-source Filevine connector, so we know the system you'd be leaving or building on.
KEEP FILEVINE
Every lead AI-qualified and auto-populated into Filevine with an attorney alert, and Claude reading your cases through our open-source Filevine connector.
OWN IT
A full case management build your firm owns: intake, role-based access, matter tracking, treatment, documents and audit trail. Fixed scope, timeline in weeks.
MICROSOFT 365
Documents in SharePoint per matter, matter data in a database the firm owns, one sign-in. Covered in detail below.
[ LEAVING FILEVINE ]
The data comes back when you leave. The setup doesn't: custom sections, task chains, templates and automations were built inside Filevine and have no format to export in. And the clock is short. Filevine's security addendum gives you 20 days after termination to ask for your data and keeps it no longer than 30.
So the move starts while your subscription is live, and you give notice only after the new system has run in parallel and the counts match.
Every project, contact, note, deadline and document out of Filevine. Filevine's sections mapped to a matter model your team agrees on.
SharePoint library per matter with the permissions you already manage. Matter data, deadlines and specials in a database the firm owns.
Intake, treatment tracking, records requests, chronologies and demands. Not every Filevine automation deserves a second life.
Both systems live until open matters reconcile. Then you cancel.
[ CHRONOLOGY AND DEMAND ]
The chronology engine reads the records on file, writes each visit and bill with its source page, flags treatment gaps, totals the specials and drafts the settlement demand in your template. An attorney reviews and signs before anything goes to an adjuster.
[ WHAT OWNING IT MEANS ]
Repository, cloud and Microsoft 365 configuration in the firm's name from day one.
Written into the contract you sign.
Hiring a paralegal doesn't change your software bill.
Documented so your own hire or another firm can take it over, including from us.
Still deciding? Read custom PI case management vs Filevine and the contract-clause comparison.
[ FAQ ]
A custom build is priced after a free scoping call, at a fixed scope and a fixed price, because it depends on headcount, case volume and how much you're moving off your current system. The comparison that matters is your current per-seat bill over three or five years; our Filevine pricing breakdown shows how to run it. You own whatever we build.
It can be either a replacement you own or a layer on top of what you have. If Filevine works for you, we build AI intake and records workflows on top of it using the open-source Filevine connector we shipped. If you want to own the whole platform, we build custom PI case management instead.
Yes, if you plan it. Filevine's security addendum says it isn't obliged to keep your data more than 30 days after the agreement ends, and you have 20 days to ask for it to be returned, at your cost, in an agreed format. We export everything while your subscription is still live, map it to the new system, run both in parallel and reconcile before you give notice. Your custom Filevine configuration doesn't export, so we rebuild the workflows that matter.
Yes. Many firms already pay for Microsoft 365. Documents live in a SharePoint library per matter with the permissions you already manage, and matter data, deadlines and medical specials live in a database the firm owns, behind the same sign-in. PI workflows run on top.
Yes. Medical records review is where PI firms burn the most paralegal time. A 40-case firm can spend around $17,600 a month on records review. The medical chronology engine reads the records on file, cites the source page on every entry, tracks what's missing and drafts the demand package for attorney review.
Every web and Meta lead is AI-qualified and auto-populated into your case system, with an attorney alert. Less leaking intake, less manual data entry. Built with compliance guardrails and an audit trail.
Yes. It's built in accounts your firm controls, the IP is assigned to the firm, there are no per-seat fees, and it's documented so another developer could take it over. You're not dependent on one developer, including us.
[ GET STARTED ]
A 30-minute call with a co-founder. We look at your case volume, your intake flow, and your current tools, then map the fastest path to fewer manual hours.
