PI Automation System

What PI Attorneys Are Saying

PI Attorney

Multi-Attorney Firm

Active Client

Jim Luman

PI Associates OKC | Oklahoma City, OK

15 yrs exp | 12-person team

"Every document used to take 25 minutes. Four to six per client at intake. That's two hours of admin before we touched the case. Now it's 5 minutes. The whole intake packet in under 30.

We took on 14 more cases in the first 2 months. Same team. No new hires. At $60K-$100K average settlement, that's over $840K in new case value from capacity we already had."

+14 cases in 2 months. 35% capacity increase. Read full case study

1. Documents Built By Hand - Your Paralegal Gets 20 Hours/Week Back

The Problem:
Your paralegal opens Word and types client name, accident date, insurance info for every letter, authorization, engagement letter.

How We Fix It:
Documents auto-generate when a case hits the right stage, pre-filled with all case data from your system. 2-minute review instead of 20-minute manual build.

2. Documents Lost in Email - Your Team Stops Searching

The Problem:
Medical records and insurance cards arrive and disappear into inboxes. Your team spends 45 minutes a day searching.

How We Fix It:
AI monitors your email 24/7, classifies every attachment, and auto-files it to the correct case folder within 2 minutes of arrival.

3. Medical Records Take 8-12 Hours - AI Does It in 20 Minutes

The Problem:
Someone reads 200 pages to build a treatment timeline and identify bills. Takes 8-12 hours per case.

How We Fix It:
Upload the file. AI extracts every date, provider, and bill. Outputs a Word doc with the full timeline and an Excel sheet with bill tracking.

4. Cases Go Invisible - You See Everything Stuck in 10 Minutes

The Problem:
Cases sit for weeks without anyone knowing. Every Monday: hours reconstructing what should be obvious at a glance.

How We Fix It:
Dashboard auto-flags stuck cases (14+ days) and overdue authorizations (21+ days). Automatic follow-ups at day 7 and day 35.

5. Knowledge Lives in One Person's Head - System Runs When People Leave

The Problem:
Your case manager knows every provider contact. When she leaves, she takes years of institutional knowledge with her.

How We Fix It:
Provider database with all contacts, fax numbers, and billing methods. Adjuster database with contact info and case assignments. New hires are productive in 30 days.