10-Stage Case Pipeline
INTAKE through CLOSED with automated stage gates that enforce required actions before advancing.
Platform Features
Everything Your PI Firm Needs. Nothing It Does Not.
Everything except being your lawyer. From intake through settlement, Not Your Lawyer replaces spreadsheets, disconnected tools, and manual follow-ups with one AI-powered platform built exclusively for personal injury.
Case Management
Your Entire Caseload, One Pipeline
Track every case from intake through settlement with a purpose-built 10-stage pipeline designed for PI volume practices.
AI Case Evaluation
15-factor scoring on intake with risk assessment, liability analysis, and settlement range prediction.
SOL Deadline Tracking
Automated statute of limitations alerts with daily SMS notifications before deadlines expire.
Multi-State Support
California, Florida, Texas, and New York with state-specific SOL rules and county multipliers.
AI & Intelligence
Data-Driven Case Strategy
Leverage AI and historical data to make smarter decisions on settlements, timing, and case positioning.
Settlement Range Prediction
County-level multipliers and historical verdict data to project realistic settlement ranges.
Carrier Tendency Analysis
25+ insurance carriers profiled with settlement patterns, average timelines, and negotiation behavior.
Verdict Database
Searchable verdict and settlement database with relevance scoring for case comparison.
Negotiation Timing
AI-powered recommendations on optimal timing for demand submission and counteroffers.
Predictive Case Timelines
Machine learning models that forecast case duration, key milestones, and resolution dates.
Documents & Evidence
Secure Document Management
Military-grade encryption for every file. Version history, templates, and automated evidence tracking.
AES-256-GCM Encryption
Every document encrypted at rest with per-file encryption keys on SOC2/HIPAA-compliant storage.
Version History & Templates
Full version tracking with rollback capability. Pre-built templates for common PI documents.
Evidence Pipeline
SLA-tracked evidence collection with automated reminders for missing records and photos.
Demand Letter Generation
6 demand letter types with PDF export, auto-populated case data, and medical summary integration.
Communication
Stay Connected with Every Client
Built-in SMS, voice IVR, email, and a client portal that requires no login.
Twilio Voice IVR
Automated phone intake with call recording, transcription, and direct case creation.
SMS Messaging
Two-way SMS with automated appointment reminders, status updates, and SOL alerts.
Email Gateway
Resend + SMTP fallback with configurable send modes (auto, confirm, off) per email type.
Client Portal
Token-based portal where clients check case status, upload documents, and view updates without creating an account.
Billing & Trust
Billing That Stays Compliant
Stripe-integrated invoicing with ABA-compliant trust account tracking and settlement disbursement.
Stripe Invoicing
Generate and send invoices with online payment links. Automatic payment tracking and receipts.
Trust / IOLTA Tracking
ABA-compliant trust account ledger with per-client balances, deposits, and disbursement history.
Time & Billing
Time entries with billable hours tracking, rate management, and cost categorization.
Settlement Disbursement
Automated disbursement calculator with attorney fees, costs, liens, and client net breakdown.
Integrations
Works with Your Stack
Connect the tools you already use. Bi-directional sync keeps everything in one place.
Clio (Full Sync)
Bi-directional sync for contacts, cases, and calendar events. OAuth connection with webhook updates.
Plaid Banking
Link trust accounts for real-time balance monitoring, transaction import, and automated reconciliation.
Google Calendar & DocuSign
Calendar sync for court dates and deadlines. DocuSign integration for e-signatures on retainers and settlements.
Zapier & API Marketplace
Webhook triggers for Zapier automations. OpenAPI 3.1 spec with developer portal and API key management.
Automation
Set It and Forget It
14 trigger types and 6 action types to automate the repetitive work that slows your firm down.
14 Trigger Types
Case created, stage changed, SOL approaching, treatment gap detected, document uploaded, and more.
6 Action Types
Send email, send SMS, assign task, change stage, create activity, and trigger webhook.
Scheduled Automation
Daily cron jobs for court event reminders, task due notifications, and evidence SLA checks.
Stage Gates
Enforce required actions before cases advance. Prevent premature stage transitions with configurable rules.
Security & Compliance
Built for Law Firm Security
Multi-tenant architecture with firm-level isolation, role-based access, 2FA, and audit logging.
Multi-Tenant Isolation
Every query scoped to your firm. No data leaks between practices, guaranteed at the database level.
6-Role RBAC
Firm Admin, Attorney, Paralegal, and Intake Staff with granular permission matrix and feature-level overrides.
Two-Factor Authentication
TOTP-based 2FA with backup codes, device trust (skip 2FA on trusted devices), and enforcement options.
Audit Logging
Complete audit trail of user actions, data access, and configuration changes for compliance review.
10
Case Pipeline Stages
25+
Insurance Carriers
14
Automation Triggers
4
States Supported
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