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Platform

One operating system for the whole PI case.

Sixteen connected modules share one matter record, one worklist and one audit history — from the first enquiry through final disbursement.

Personal injury case management software, end to end.

Sixteen modules, one file, one audit history. Calling, texting, case mail and the AI features switch on as each provider agreement is signed.

Lead inbox and callbacks

Website, phone, referral and walk-in enquiries in one place, assigned and followed up. Your website's enquiry form can post straight in through a token-protected intake endpoint, and new web enquiries alert the people who should know. A callback is a real appointment with a person and a length, and the database refuses a double-booking.

Calls and texts on the record

Dial from the lead page and the client sees the firm's number, with direction, result and length recorded; texts to that number land on the right client or lead with a reply task, and opt-outs are honoured. A desk-phone call is logged in one step. Calling and texting switch on once the phone provider's agreement is signed.

AI intake review

Reads the intake notes and drafts twenty-eight fixed facts, each with a confidence and the words that support it, plus a brief and callback questions for the attorney. Rules, not the model, build the document checklist, and staff confirm every fact. Off until the firm's AI provider agreement is signed.

Case Binder

Source-cited review of medical records and bills, police reports, insurance policies and lien notices. Every finding carries its page and quote, low-confidence ones start unselected, and nothing reaches the file until staff approve exactly what will be written, never over their own entries. Drafting switches on once the firm's AI provider agreement is signed.

Conflicts and qualification

A conflict search across existing parties, other leads, providers and carriers, including aliases and former names. Every possible match gets a written disposition, the report prints, and only an attorney or administrator clears it.

Matters and case steps

Calls, email, evidence and documents on one file. An attorney confirms the case profile once; the firm's case rules then build dated, assigned steps as events happen, each linked to a Word template that drafts from the matter, and check them off when the file proves the work.

Records and providers

Every provider and request tracked from the day it is sent, chased and escalated on a schedule rather than when somebody remembers, with the medical billing ledger beside the treatment record.

Advanced case costs

Matter by matter and firm-wide, with budgets, receipt evidence, duplicate protection, and recovery or write-off decided by an attorney or administrator. Costs the firm advances and the client's medical bills stay in separate ledgers.

Statute deadlines

Limitation and government-claim dates computed from the incident date and the defendant by a versioned state rule pack (California's is built in), never a model. Each has an owner and a review date that reminds daily until someone reviews it, and only an attorney or administrator can verify it, on the record.

Insurance and claims

Every coverage source with carrier, claim numbers, reported limits and adjuster contacts, shown unverified until staff verify it. Each follow-up date becomes an owned task, and claims are searchable firm-wide.

Litigation and discovery

Court and case ownership, filings and service, written discovery, depositions, experts and court dates, every due date routed to the deadline calendar for an attorney or administrator to verify, with a history that only appends.

Demand, liens and settlement

Versioned demand packages with delivery proof, immutable offers and counters, recorded client authority, lien resolution, and a settlement statement that freezes when the client signs and reconciles to the cent.

Correspondence and delivery

Letters and authorisations built from the firm's attorney-approved templates, never written by a model, then faxed or sent for e-signature once those provider agreements are in place, or mailed, emailed or hand-delivered with the proof recorded. The delivery evidence lands on the file, not in somebody's sent items.

Case mail

Enrolled Gmail mailboxes file case email and its PDF and image attachments to the right matter on their own, with a queue for anything uncertain; mail that matches no case is never stored. Read-only, and off until the firm's Google Workspace agreement is in place.

Agents

Staff ask about a matter in plain words (open work, discovery dates, costs, insurance, liens, the Case Binder) and get answers from the file, the firm's resources and official legal sources. Any change the assistant proposes waits for the asker to confirm it, and AI answers switch on once the firm's AI provider agreement is signed.

Worklist and your own data

The morning list: ranked actions, matter workload, lead follow-ups, deadlines, missing records and cost exposure, with a demand panel showing which checkpoints each file proves and which still need a person. Matters, costs and providers export to CSV, and a spreadsheet import reports every row and refuses, rather than rounds, an amount.

See the whole file working as one system.

We will show you how Matterfold would have captured the work, surfaced the risk and carried the record forward.

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