Custom PI Case Automation
Built For Your Firm
Senior engineers + AI agents build the custom legal automation solution your firm actually needs. Weekly progress demos. Predictable monthly retainer.
Custom Case Automation
Built around your existing tools — or replacing them entirely
Weekly Delivery
See real progress every 7 days, not after months of silence
Senior Engineers Only
No offshore handoffs, no junior devs learning on your dime
Verified Work
Trusted by PI firms and legal operations teams nation-wide
Schedule a 30-Minute Call
What We Build for PI Firms
Intake Automation
Capture leads from your website, phone, and referrals — automatically route to the right team member with all the info they need.
Document Workflows
Generate demand letters, medical record requests, and retainer agreements from case data without copy-paste chaos.
Case Status Notifications
Keep clients updated automatically via text and email at every milestone — fewer phone calls asking for updates.
Custom Reporting Dashboards
See your pipeline, settlement timelines, and staff workload in one place — built around how your firm actually operates.
How It Works
Define the Bottleneck
We identify the exact workflow choking your firm — intake, documents, follow-ups, or something else.
Senior Engineers + AI Agents Build It
No waiting months. Our team ships working software every week.
Weekly Demos Until It Ships
You see progress, give feedback, and stay in control until it is done.
Frequently Asked Questions
Not at all! All of our work happens in development and staging environments, with safe procedures in place when it's time to go live. Your data and workflow will not be impacted.
Our team has extensive experience working with Filevine and the other most common case management platforms. We integrate with what you have and build the automation layer on top.
We deliver working software in weeks, not months. Most engagements are either ongoing retainers because legal workflows evolve, or multi-month contracts.
Yes, you fully own all code developed for your firm during our engagement. All work is documented and provided to your team.