Elite Personal Injury Law Management
Every case step tracked to completion, every critical deadline verified by an attorney, every settlement exact to the cent, and every decision on the record.
- First call
- Final check
Worklist
Everything the firm owes someone today.
My tasks
24
6 overdue
Records requests
11
4 escalated
Deadlines
7
2 court dates
Case costs
$86,230
12 outstanding
Priority queue
Ranked from deadlines, records, opening items, case steps and cost exposure.
Tasks due today
- Call back Michael Brown · Lead · auto collision9:00
- Review medical records · Johnson v. Davis10:30
- Draft demand letter · Williams v. City of LA13:00
- Reply to client text · Sarah Martinez15:30
Next deadlines
All dates- Smith v. JohnsonDemurrer dueMay 10
- Garcia v. NorthgateExpert disclosureMay 12
- Williams v. City of LAHearingMay 15
Activity
- Records received — Mercy General2m
- Filing fee logged, receipt attached1h
- Advance logged — Dr. E. Vance, $2,7502h
- Court date set — Garcia v. Northgate3h
Statute of limitations
Critical deadline
Martinez v. Coastline Freight
Mar 14, 2028
From the collision on Mar 14, 2026
Verified by an attorney
Settlement statement
Version 2 · signed
Johnson v. Davis
- Gross settlement
- $112,500.00
- Attorney fee · 33.33%
- −$37,496.25
- Advanced costs
- −$4,318.40
- Liens resolved
- −$16,240.00
Reconciled to the cent
- Every change audit-logged
- Row-level security on every table
- Documents quarantined and scanned
One Record for the Whole Practice
Designed inside a working personal injury firm, around its real intake, records, cost and settlement work. Start with the part of your practice you need to fix first.
Turn every inquiry into a controlled matter opening.
Capture calls and web inquiries, qualify the lead, clear conflicts, review the intake and open the matter without entering the client twice.
- Automated lead capture
- Case review checklist
- Matter opening automation
Michael Brown
Lead · contacting- Source
- Website form
- Case type
- Auto collision
- Owner
- A. Byrne
- Callback
- Thu 2:00pm · J. Reyes
Call history
Log a call- Outbound call · Reached · 12 minToday 9:04Went through the collision, treatment so far and the insurer. Callback with the attorney booked for Thursday 2pm.
- Inbound call · Voicemail · 1 minYesterday 17:41Asked whether the ER bill should be paid now. Returned this morning.
- Outbound call · No answerYesterday 11:20Left no message; tried the mobile on file.
Recording: not requested. Consent is stored apart from the call.
AI intake review
Proposed- Incident date14 Apr 2026…stopped at the light on the 14th when the other driver went into the back of him…
- Case typeAuto, rear-end…rear-ended while stationary at the signal, two vehicles, both driveable…
- TreatmentER same day, PT ongoing…ambulance to Mercy General the same night, now in physical therapy twice a week…
- Wage loss9 days missed…off work around nine days, says he cannot hold position at the chair…
- InsurerNorthgate Mutual…other driver's card says Northgate Mutual…
Computed by rule
- Limitation date
- 14 Apr 2028
- Government claim
- 14 Oct 2026
From the incident date and the defendant, by the rules engine. Never by the model.
Ask the client for
- Photographs of both vehicles and the intersection
- Mercy General discharge papers, 14 Apr
- Pay stubs for April, and an employer letter
- Health insurance card, both sides
Run the file from one daily command center.
Coordinate evidence, treatment, records, providers, insurance, deadlines, litigation and advanced costs on the same matter.
- Evidence builder
- Source-cited document review
- Deadline and cost controls
Case documents
3 eligible- Mercy-General-records.pdfMedical record · Review ready
- Acme-policy-declarations.pdfInsurance policy · Confirmed
- HealthPlan-lien-notice.pdfLien notice · Not reviewed
Source-cited review
Proposed- ✓Service dateHighMarch 14, 2026Page 2 · “Date of service: 03/14/2026”
- ✓TreatmentHighEmergency evaluation and imagingPage 3 · “CT imaging was completed…”
- ✓RestrictionMediumNo lifting over 10 poundsPage 7 · “Avoid lifting greater than 10 lbs”
Keep demand, settlement and disbursement on the record.
Move versioned demands, offers, client authority, liens and the settlement statement through controlled approvals.
- Demand workspace
- Lien resolution
- Dual-approved disbursement
Negotiation — Johnson v. Davis
Demand v3- Demand package delivered12 Mar · signed receipt on file$185,000
- Offer — Northgate Mutual02 Apr · adjuster R. Alvarez$42,500
- Counter — firm09 Apr · approved by attorney$140,000
- Offer — Northgate Mutual24 Apr · policy limits confirmed$96,000
- Client authority recorded05 May · accept at or above $110,000On file
- Accepted06 May · attorney decision, final$112,500
Offers and counters cannot be edited after they are recorded. Only an attorney or administrator accepts.
Settlement statement
v2, signed- Gross settlement
- $112,500.00
- Attorney fee, 33.33%
- − $37,496.25
- Advanced costs
- − $4,318.40
- Liens, resolved
- − $16,240.00
- Liens resolved3 of 3
- Cost proof attached11 of 11
- Funds clearedVerified
- Second approvalRecorded
Precision Tools for Personal Injury Firms
Every piece of a case goes into one record, and the record powers every tool.
01 / 06Lead Capture
Web inquiries, calls and texts land on one lead, matched by number, and every follow-up becomes a real callback on the calendar.
Explore lead captureIntake notes become a fact checklist with the quote behind every fact, red flags and callback questions, and nothing is kept until staff confirm it.
Explore intake reviewMedical records, bills, police reports, policies and lien notices reviewed with page-cited quotes, confirmed by staff before a finding reaches the file.
Explore the Case BinderEvery critical date calendared with an owner and a daily reminder, and verified by an attorney before anyone relies on it.
Explore deadline controlVersioned demands, offers, counters and the client's authority kept on one record, where they cannot be edited after the fact.
Explore negotiationA settlement statement exact to the cent, and nothing is paid until the funds clear and a second attorney or administrator approves.
Explore settlement
Security and human authority
Security and controls built into the case record.
Role-based access in the database, append-only history and human approval are operating controls — not badges added after the product was built.
More about securityBring one file you have already closed.
We will walk it through Matterfold and show you what it would have recorded, chased and recovered. Thirty minutes, your own numbers, no slides.
Take the client’s name and identifiers out first. A demo never needs real client data.