If your firm focuses on a single practice area, your software options, historically, have been limited. Developing tools tailored to a specific practice area often didn’t pay off for vendors providing premises-based software. The potential client market was too small, the cost of adding new features to the software and shipping updates to customers was too high, and supporting multiple versions of software across a variety of small customer bases was unnecessarily complex and inefficient.
The advent of cloud-based software changed the dynamic, making it more cost-effective to serve smaller markets. Cloud-based systems eliminated costs associated with the physical distribution of updates, enabling vendors to serve smaller customer bases more efficiently. As a result, practice area-specific software increased as cloud adoption rates rose.
A veritable buffet of software options
Today, more personal injury software tools are available than ever before. Many of the newer tools include artificial intelligence features, while established platforms also build AI into their systems.
These days, personal injury practitioners have many software tools to choose from, including platforms designed to handle cases from start to finish, and single-point solutions that streamline a single aspect of the litigation process. No matter what your firm is seeking, you’re sure to find a tool that fits.
It’s not always easy to sift through all the options available, but asking the right questions can help. When evaluating personal injury focused legal practice management software, keep in mind that not every platform comes with the same functionality. Some systems may lack integrated accounting, while others don’t offer native support for medical records and insurance management.
Carefully consider integrations and APIs. Ideally, you’ll have integration options available, enabling you to customize the software if needed. The integrations should be seamless, so they don’t interfere with your team’s workflows.
Integrations to consider include demand and negotiation tools, which are not always built in and may require add-on purchases. And if features like settlement advances through embedded finance are essential to your practice, be aware that not all platforms provide them. Because these capabilities vary widely, it’s necessary to determine your priorities up front and choose a solution that aligns with your firm’s specific needs.
When considering newer tools with built-in AI features, approach them with curiosity and caution. Look beyond buzzwords and evaluate how the technology actually supports workflows in your firm, such as automating routine tasks, generating demand packages or analyzing case data more efficiently.
No matter what type of PI software you’re looking at, consider the ease of use for your team, how well the tool integrates with the systems you already rely on, and make sure to take it for a test drive—if that’s available.
Additionally, since most legal software tools are now cloud-based, your firm’s data will necessarily be entrusted to a third party. When selecting a product, don’t overlook your ethical obligations, which require that you thoroughly vet the cloud technology providers that will host and store your law firm’s information. You have an obligation to carefully determine how data will be handled, where the cloud servers are located, who will have access to it and under what circumstances, and how often and when your firm’s data will be backed up, among other things.
If the software includes AI features, you’ll also want to explore other issues, including accuracy rates, how the company will protect your firm’s data and whether data inputs will be used to train AI models to improve responses.
With those caveats in mind, let’s take a look at the array of tools now available to PI firms.
A plethora of options
First, there’s CloudLex, which is built specifically for plaintiff firms. It offers tools for medical record tracking, settlement calculators, liens and workflows tailored to common PI case types. AI features will soon be available. Demands and negotiations can be handled only through integration. Pricing is custom quote-based rather than publicly listed.
Next is 8amCasePeer. Founded in 2015, it provides user-friendly PI-focused case management software. It offers client intake, medical treatment tracking, demand/settlement negotiation workflows, automated statute alerts, client texting, PI-specific reports and more. There is a waitlist you can sign up for to access upcoming AI features. It emphasizes client communication and performance tracking, with pricing starting at about $79/user/month. (Note: I am the principal legal insight strategist at 8am.)
Another option is SmartAdvocate. Initially developed for PI, it now supports family law matters as well. It offers automated workflows, document assembly, medical record tracking and client texting. It includes case reporting and dashboard tools, and AI features currently available assist with summarizing and drafting documents. Pricing is not available on the website.
Then there’s Neos, Assembly Software’s modern cloud successor to legacy platforms like Needles and TrialWorks. While not PI-exclusive, it offers customizable workflows, intake and document management suitable for PI firms. Embedded AI assists with document drafting, case, image and document summaries, as well as document extraction. Medical record and insurance management functionality is not available. Pricing is subscription based, with recent listings showing plans beginning around $99/user/year.
Filevine is another platform to consider. It began as PI-focused software but has expanded into areas like immigration law, family law and criminal law. Features include collaboration, document handling, intake and a client portal. Filevine can be tailored for PI, but it is not PI-specific out of the box. DemandsAI is available as an add-on and assists with drafting demand letters, as is MedChron, which provides AI-created medical chronologies. Published pricing is not available.
If you handle mass tort matters, CasePacer is worth considering. It is designed for PI and mass tort firms, offering calendaring, document management, settlement tracking and client communication. A legal AI assistant will be available soon. CasePacer uses a unique pricing model of about $5 per active case/month with unlimited users, making it accessible for both single-event and mass tort practices.
Finally, SimplifyPI is a cloud-based platform built for PI law firms and health care providers, with features for secure document management and sharing, medical record management, task tracking, and referral analytics. It emphasizes collaboration among attorneys, providers and lien holders, and it offers AI-driven settlement insights. Pricing is not available on the website.
Other personal injury practice tools
Beyond practice management systems, a growing number of newer AI-driven tools are assisting PI firms with preparing, negotiating and managing cases.
Other PI tools that aren’t focused on running your firm include Supio, which offers legal AI features with human-assisted review. Built for personal injury and mass tort firms, it assists with drafting medical chronologies, demand letters, litigation documents, case economics and automated “case signals” to identify missing treatments or records. No published pricing is available.
Another tool is EvenUp, which positions itself as a PI claims intelligence platform. It uses AI to analyze medical records, assist with negotiation, generate demand packages and medical chronologies, draft demand letters and more. Pricing has not been made public.
Finally, ProPlaintiff.ai also offers AI-powered tools for PI attorneys, such as automated demand letters, medical chronologies, document summaries and transcription of media evidence. Its tiered plans, ranging from Essentials to Enterprise, target firms of different sizes. Pricing starts at $999/user/year.
In 2025, there are more software tools available to PI lawyers than ever before. Whether you’re in the market for the latest AI-enabled toolsets or require a robust law practice management solution, you’re in luck. Start experimenting with these tools now, and you’ll find that your firm runs more efficiently and is positioned well ahead of the curve. With so much potential ahead, now is the perfect time to streamline your workflows, embrace automation and set your firm up for long-term success.
Nicole Black is a Rochester, New York-based attorney, author and journalist. She is the principal legal insight strategist at 8am, parent company of LawPay, MyCase, CasePeer and DocketWise. She is the nationally recognized author of Cloud Computing for Lawyers and is a co-author of Social Media for Lawyers: The Next Frontier, both published by the American Bar Association. She writes regular columns for ABAJournal.com and Above the Law, has authored hundreds of articles for other publications, and she regularly speaks at conferences regarding the intersection of law and emerging technologies. Follow her on LinkedIn, or she can be reached at [email protected].
