PI Settlement Workflows

Built for personal injury law firms to automate and simplify settlements, from lien tracking through final disbursement.

Key features

What you get with PI Settlement Workflows

Track medical liens, reductions, and reimbursements.

Auto-calculate firm and attorney fees.

Generate statements and memos instantly.

Log and release funds to multiple parties.

Set up workflow approvals for final settlements.

Push disbursements directly to trust accounting.

Keep exploring

Convert prospects into clients with intelligent forms and real-time conflict checks.

Trigger deadlines, checklists, and document templates automatically based on matter stages.

AI-tagged document storage with access control and instant retrieval.

From intake to invoicing, streamline workflows, automate tasks, and delight clients, all in one unified platform.