Case Pipeline
Move matters from intake through disbursement with stage tracking, assignments, priorities, and a complete activity trail.
- Kanban and list views
- Case status history
- Client and party records
Built for personal injury firms
One operating system for intake, cases, deadlines, and settlements.
CaseSolo brings the workflows PI teams actually use into one platform: case management, AI drafting, records, task automation, analytics, and client-facing collaboration.
Case Command Center
Live operational view
Active cases
47
Tasks due
12
Demand drafts
8
Pipeline value
$2.4M
Intake
Treatment
Demand
Negotiation
AI Legal Workflows
Use AI to draft demands, summarize records, prepare case notes, and spot missing information before it slows the firm down.
- Demand drafting
- Medical record summaries
- Intake qualification
Tasks and Deadlines
Turn case movement into accountable work with due dates, statute tracking, recurring tasks, and overdue visibility.
- SOL tracking
- Task delegation
- Recurring workflows
Documents and Evidence
Keep records, media, signed documents, and generated packets organized around the case instead of scattered across tools.
- Secure uploads
- Case folders
- Document analysis
Team Collaboration
Give attorneys, paralegals, intake teams, and admins the access they need without losing control of firm data.
- Role-based access
- Activity feeds
- Client portal workflows
Firm Analytics
See the health of your pipeline, workload, revenue, referrals, and settlement movement without assembling spreadsheets.
- Pipeline dashboards
- Revenue attribution
- Workload reporting
Built to make the firm measurably faster.
The product is organized around outcomes your team feels every day: faster handoffs, cleaner records, fewer missed details, and better visibility for firm leaders.
Miss fewer deadlines with automated task and statute visibility.
Reduce drafting time with AI-assisted demand and record workflows.
Keep every case, document, contact, and note tied to one matter record.
Give firm leaders measurable visibility into operations and revenue.
Ready to see the full workflow?
Start a trial and test CaseSolo with your own matters, team roles, tasks, documents, and analytics.
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