Intake to settlement, on one file.
Review the evidence. Track the money.
Keep medical records, demands, negotiations, and trust accounting on one case file. An attorney reviews the demand before delivery can be recorded. Open liens block disbursement.
Built for personal injury workflows
Keep settlement work on the case file
Manage intake, organize medical records, draft cited demands, track negotiations, and reconcile trust accounts without losing the case context.
Case management
See the next settlement task from your dashboard or case file. Keep daily work with the matter it belongs to.
Medical records and chronology
Review treatments, bills, records, and missing information in one chronology. Each extracted fact links to its source.
Demand drafting with citations
Build the carrier package from your case file, with citations required before a draft can move forward. CaseSolo does not email, fax, or mail the letter.
Negotiation and authority
Track offers, counteroffers, and settlement authority alongside the demand amounts on each matter.
Trust accounting controls
Open liens block disbursement. Reconciliation is marked current only when bank, book, and client ledger balances match.
AI with attorney review
Review AI drafts with source citations, confidence levels, and model details. A named reviewer must approve the demand before delivery can be recorded.
From intake to a reviewed demand
Create the case, cite the file, and record delivery only after an attorney has reviewed it. CaseSolo does not transmit the letter.
Create the case
Create a matter for your firm with contacts, consent records, documents, tasks, and client messages in one workspace.
Organize the medical record
Build the chronology from the treatments, bills, and records already on the case.
Record a reviewed demand
An attorney reviews sources before delivery is recorded on the file. CaseSolo does not transmit the letter.
Pricing that matches firm size
14-day free trial. No credit card to start. Upgrade when the caseload needs it.
Standards behind the software
These standards guide how we test workflows, handle AI output, and release features.
Core workflows are tested in the browser before broad release.
WtWorkflow testingRelease standard · CaseSoloBefore AI output can change a case, a person must approve it. Reviewers can inspect citations, source passages, confidence levels, and model details.
HaHuman approvalSafety standard · CaseSoloCase details, medical records, demands, negotiations, and trust accounting are organized around each matter.
OcfOne case fileSettlement model · CaseSolo
External service actions, payments, AI output, and deletions show their current status and stop when required checks have not passed.
RcRequired checksProduct standard · CaseSoloFeatures must pass validation before becoming part of the main workflow. Features still under evaluation are labeled as previews or kept out of that workflow.
FrFeature readinessProduct standard · CaseSoloYour firm can review and audit the legal work it produces in CaseSolo.
RwReviewable workProduct standard · CaseSolo
Connect CaseSolo to your existing systems
Manage cases in CaseSolo or send case events to the system your firm already uses. You keep control of the file.
End to end on CaseSolo
Manage intake, medical records, cited demands, negotiations, and IOLTA in one workspace. Accepted matters become cases without re-entering the intake details.
Configurable webhooks
Prefer your existing case-management system? Push every new case, status change, and document event to it in real time with configurable webhooks.
Full API access
A documented REST API covers cases, contacts, documents, and events. Build the workflow your firm needs, in either direction.
Browse the API docsClients get a free portal to follow the case, message the firm, and sign documents, whichever system the firm runs on.