AI agents for personal injury law firms · Records agent coming
The medical-records chase your case managers never get back, handed to an agent.
Your firm doesn't need another piece of legal software to learn. We're building a records agent for PI firms: it drafts each medical-records request, tracks every provider, flags the requests that have gone quiet, and drafts the treatment chronology when the records arrive. It's being built now for PI firms, and we're keeping a short list of firms for when it opens. Like everything we build, it works inside the tools your firm already uses, we run it for you, and nothing goes to a provider, an adjuster, or a client without a person's sign-off.
One agent, measured against your own number.
$1,500 per month, per agent.
On day one we write down the number you care about, like the days from a records request to a complete file. On day 30 we sit down with you and look at that number again.
Day 30: your number, before and after. You decide whether we keep going.
See the records agent on a sample file, with no client data.
We walk you through the request letters, the tracking list, and a draft chronology the agent built from a sample record set. Then you're on the short list for when it opens to new firms.
- Nothing from your client files. The walkthrough uses sample records only.
- No cost and no commitment to join the list.
See it in action
One portal for every agent and every approval.
Everything the agents do shows up in one place, with anything that needs an attorney's sign-off queued for one-click approval.
What we build for PI teams
The work that fills a case manager's day, taken off the plate.
A PI firm runs on the same handful of repetitive tasks: ordering records, chasing the providers who never send them, building the chronology, and answering "any news?" An agent does each of these the way your firm would, and pulls in a person the moment something needs judgment.
Nothing stalls silently
The agent drafts the records request for each provider on a matter, logs every one, and tracks its status, so a request that's gone quiet surfaces on day ten instead of week six. Your case manager sees one list of what's outstanding and how long it's been sitting.
Records in, a clean timeline out
Long PDFs from a dozen providers, in no particular order, become a clean chronology, dates of service, providers, diagnoses, procedures, and billed amounts, with page references back to the source. Your paralegal reviews and corrects a draft instead of building one from a blank page.
Clients stop having to ask
When a logged event happens, records arrive, an adjuster responds, the agent drafts a short client update. When nothing has happened in a while, it drafts a brief check-in instead. A staff member reviews and sends; the client never has to call to find out nothing's changed.
Exhibits assembled, not built from scratch
Once the chronology and billing are clean, the agent assembles the pieces, records summary, bills, totals, into a draft package the attorney shapes into a demand. Attorney time goes to strategy and valuation, not to assembling exhibits.
A first pass across every open file
Under North Carolina's House Bill 315 ban on third-party litigation funding, the agent reads case files and correspondence for funding or financing agreements, pulls out the signing date and any renewal terms, and puts a short list in front of the attorney instead of a manual file-by-file reread.
It knows when to stop
Anything that goes to a provider, an adjuster, a client, or into a demand is drafted and queued for one-click approval, never sent or filed blindly. You decide which steps run automatically and which always wait for a person.
Why a managed agent, not a tool
You build the case. We run the agents.
Most "AI for lawyers" products hand you a tool and a learning curve. We're the opposite: a managed agentic-AI service, think of us as the operations team behind your case managers. We find the workflows that actually waste your team's time, build the agents end-to-end inside your own systems with tests and guardrails, and then keep them healthy day to day, watching for drift, cost, and failures so you don't have to. Medical records are health information, so we handle them only under a business associate agreement.
Your data is yours. The agents, the workflows, and the documentation all run in your own tenant, logically isolated from every other customer's, written in plain English from day one. Your data is portable anytime, we follow SOC 2-aligned practices (not SOC 2 certified) rooted in 14 years of cybersecurity experience, and your client data is kept separate from every other customer's. We're based on the North Carolina coast in Wilmington and work with firms remotely nationwide.
Built for North Carolina PI firms
A managed AI service that fits a caseload NC just changed the rules on.
We're based on the Cape Fear coast in Wilmington and work with personal injury firms across New Hanover County and the rest of North Carolina, plus remotely nationwide. Under House Bill 315 (Session Law 2026-14), North Carolina became the first state to ban third-party litigation funding outright, and the ban reaches funding agreements entered into, renewed, or amended on or after June 22, 2026, even when the underlying case is older. For a firm with even a modest caseload, that turns into a file-by-file question: which open matters have a funding agreement, when was it signed, and is it coming up for renewal.
That kind of review is exactly what an agent is built for: reading case files and correspondence, flagging anything that looks like a funding agreement, and putting a short list in front of the attorney. The agent reads and flags, it doesn't decide whether a contract is compliant and doesn't advise a client, that's still the attorney's call, every time.
Built so you can't outsource your judgment
The AI does the legwork. You make every call that matters.
There are two ways to use AI, and they pull in opposite directions. Substitution lets the tool do the work instead of you, which quietly erodes the judgment you stop exercising. Augmentation uses it to gather and organize faster, so your time goes to the decisions only an attorney can make. We built the service around the second one: the AI gathers, sorts, and proposes, and the attorney decides and signs off. Nothing that reaches a provider, an adjuster, a client, or a demand is sent or filed without a human approving it, and every action is logged, so supervision is demonstrable, not assumed.