AI Operations Audit · Personal InjuryAn operational gap map built specifically for plaintiff personal injury firms. Five workflow agents, one private intelligence layer, zero proposals to sign before you see what we'd build.
Built from 47+ Reddit threads, ABA TechReport data, EvenUp benchmarks, and the unit economics of a 10-attorney plaintiff firm.
Demand cycle 150 → 30 days. After-hours leak 50% → 5%. Case docs at demand 5/10 → 9/10.
Five workflow agents that sit between your existing tools and your paralegal's actual day.
EvenUp's 2025 industry benchmark: average plaintiff firm sits 150 days from MMI to demand sent. That's five months your client is waiting. Five months your case-cost float is sitting. Five months your competitor, who ships demands in 30 days, is closing cases faster than you. The fix isn't drafting faster (you can buy that). The fix is detecting MMI the day it happens and auto-assembling the demand package while your paralegal is still pouring coffee.
Most PI inquiries don't come in at 2 PM Tuesday. They come in at 11 PM after a wreck. They come in Saturday morning. By Monday, your prospect has already hired the firm down the street. Generic answering services (Smith.ai, Lex Reception) take messages. They don't sign cases. We build voice agents trained on your actual qualification rubric that sign e-retainers on the call. Borderline cases ping your phone. Junk hangs up politely.
The wreck happened at 11:14 PM. The caller is on the curb. He has tried two firms and gotten voicemail at both. The Brain answers on the second ring, qualifies him on your firm's actual rubric, and signs the e-retainer before he gets home.
Same conversation Monday morning. Just that the firm down the street never sees this lead.
Hospitals slow-walk records 3-4 months on average. Your paralegal calls every clinic every week to ask 'did you get our request?' That's $30/hr × 10 hours × 50 weeks = $15K per paralegal per year just to leave voicemails. We built a voice agent that does it. HIPAA-aware. Calls every provider weekly, navigates the phone tree, logs status to your CMS, flags 30+ day stalls. The hours nobody wants to do.
Filevine, Litify, CASEpeer. They track case data and send reminders. They don't call medical providers. They don't qualify intake calls at midnight. They don't read records and detect MMI. None of the workflows that actually move a case from sign-up to settlement run inside your CMS. They run on top of it. That's the gap we fill. We don't replace your CMS, we add the parts that do the work.
Demonstration · firm data not real
Demand assembly is the highest-leverage attorney/paralegal time in pre-lit. EvenUp ($2B valuation) and Supio compete on the drafting itself. The bigger leverage is feeding those drafters cleaner inputs (full records, milestone-tagged, completeness-verified) so output quality goes up AND human review time drops. Or, for firms that can't afford EvenUp, drafting in your firm's voice from your own prior demands.
While you sleep, the Brain triages your inbox, qualifies after-hours intakes, drafts responses, and prepares your day. By the time your phone buzzes, the noise is already filtered.
While you slept, the Brain triaged your inbox, qualified after-hours intakes, drafted responses, and put together your day. By the time your phone buzzes, the noise is already gone.
You walk in already two hours ahead of every other firm in the city.
EvenUp ($2B valuation) and Supio compete on demand drafting. Filevine and Litify compete on case management. We don't. We build the five workflow agents that sit between those tools and your paralegal's actual day.
“Your phones don't sleep at 6:01 PM.”
Voice + SMS bot trained on your firm's actual case-acceptance rubric. Runs SOL, insurance, and severity checks live. Signs e-retainer on the call. Escalates borderline to your phone.
“Stop paying $30/hr to leave voicemails.”
Voice agent calls every treating provider weekly. Navigates IVR. Logs status to your CMS. Flags stalls past 30 days. Saves a paralegal 8–10 hours a week per 50-case load.
“Demand goes out the day after MMI.”
AI parser reads each incoming record dump, classifies the milestone (PT discharge, MMI, surgery scheduled, IME requested), and fires the demand-prep workflow automatically.
“Know which keyword paid for your last $90K case.”
Every inbound lead gets SOL + insurance + severity scoring before an attorney touches it. Signed cases pipe back to Google and Meta as conversion events for actual ROAS.
“Your clients stop calling because they already know.”
Case-event triggers fire per-client narrative updates in your firm's voice. Sign-up, treatment milestones, demand sent, settlement. Status calls drop by 80%+.
Sensitive firm data should not be casually pushed into generic AI tools. Client data, medical records, attorney work product, and privileged communication require a different level of care.
PI firm data, client records, medical files, attorney work product, case strategy, privileged communication. All of it needs a different level of care than a generic SaaS prompt. Six explicit limits.
Planned for client-owned hardware inside the firm's office, with local model runtime, local vector database, encrypted storage, encrypted backups, and a wired-LAN-first posture for ingress.
When medical records, chronologies, demand drafts, or attorney work product are involved, the goal is to keep that work on-prem rather than route it through uncontrolled cloud AI systems.
It drafts, retrieves, organizes, summarizes, and supports. The attorney still decides, reviews, approves, signs, and sends.
Roughly $2.5M gross revenue, ~125 active files, ~$200K/yr marketing spend. Conservative estimates from the research, not vendor marketing math.
After-hours intake conversion 40-60% lost → 80%+ qualified or signed
Lead-to-signed 7-10% → 12-15% via SOL/insurance/severity scoring
MMI-to-demand 150 days → 30 days × case count
Missing documents at demand 5/10 → 1/10 (EvenUp benchmark)
Records-chase reduced from 8-10 hrs/wk to 1-2 hrs/wk per paralegal
Client calls drop 80%+ from auto-narrative updates
Headline: +$500K-$1M/year in signed-case revenue and settlement-value lift, plus 200-400 paralegal hours recovered without hiring. Estimates vary by firm size and current process maturity.
Operator outcomes, not features. What actually changes for the firm in the first 90 days.
After-hours intake stops bleeding. Junk leads stop reaching attorneys. Signed cases pipe back to Google and Meta so your spend chases the keywords that actually sign clients. Same $200K marketing budget, double the signed cases.
Records-chase calls, status update calls, demand assembly grunt work. All automated. Your paralegals stop spending their mornings leaving voicemails and start spending them on case substance. Turnover drops. Inherited messes stop happening.
Industry average is 150 days from MMI to demand sent and 90+ days from settlement to client check. We cut both. Cases close faster. Your case-cost float clears faster. Clients stay happier because they get their money on time.
Stop losing prospects to the firm down the street that picked up first. Stop checking voicemail Monday morning hoping the leads are still warm. Voice agent qualifies on your rubric, signs e-retainers for green leads, escalates borderline to your phone, hangs up politely on junk.
Morning briefings on your phone before you're out of bed. Inbox triaged. Drafted responses ready to review by 7am. Calendar prepped. By the time you sit down at your desk, the noise is already filtered and the day is already set up.
Auto-narrative updates fire at every milestone in your firm's voice. Clients know what's happening before they think to call. Status calls drop. Reviews go up. Referrals go up. The clients who used to feel ignored start feeling looked-after.
Built from systems already running. The morning briefing engine, the voice agents, the milestone-driven workflows: all in production today for adjacent service businesses. The PI build is a 4-8 week pilot at fixed price. You bring the case-acceptance rubric. We bring the workflow.
30-minute conversation. We walk through your firm, identify the three biggest leverage points, and show you what automation could look like. No pitch. No pressure.