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AI-Native Case Management

Win more cases.
Miss zero deadlines.

The case management platform built for personal injury firms — with supervised AI, automated deadlines, documents, portal workflows, and operational proof from intake to disbursement.

HIPAA evidence toolsGuided setupNo credit card required
app.casesolo.com/dashboard
Active Cases
47
+3 this week
Tasks Due
12
2 due today
AI Credits
183
200/mo plan
Pipeline
$2.4M
+12% MoM
Case Pipeline
Last 30 days
Intake
82%
Treatment
65%
Demand
45%
Negotiation
30%
Recent Activity
AI Agent completed demand draft
2m ago
SOL warning: Martinez v. State Farm
1h ago
New case assigned: Chen v. Allstate
3h ago

Built for launch-critical PI workflows

Intake
Case Work
Tasks
Documents
Portal
AI Review
Integrations
Reporting
Intake
Case Work
Tasks
Documents
Portal
AI Review
Integrations
Reporting
842
Routes Mapped
6,924
Controls Inventoried
2,424
Tests Passing
67
Tables Smoke-Checked
Features

Everything your firm needs. Nothing it doesn't.

Purpose-built for personal injury — not retrofitted from a generic CRM.

Case Pipeline

Track every case from intake through disbursement with Kanban boards, status transitions, and full audit trails.

Supervised AI

Draft, summarize, and analyze with citations, confidence, review queues, and human approval before legal work mutates a case.

Task & Deadline Engine

Auto-generated task lists per case stage, overdue alerts, and statute of limitations tracking that never sleeps.

Document Management

Secure cloud storage with drag-and-drop uploads, per-case organization, and plan-based storage limits.

Client Portal

Give clients a secure place for updates, documents, messages, expenses, and treatment diary workflows.

Operational Evidence

Track analytics, workflow health, provider readiness, audit trails, and launch diagnostics in one operating system.

Quick Setup

Up and running in minutes

No consultants. No migration headaches. No six-month onboarding.

01

Set up your firm

Create your account, invite team members, and configure practice areas in under five minutes.

02

Add your cases

Use the guided wizard to create cases, link contacts, set deadlines, and assign your team.

03

Review AI work

AI drafts, summaries, and recommendations move through review with citations and approval checkpoints.

Pricing

Simple, transparent pricing

Start free for 14 days. No credit card required. Upgrade when you're ready.

MonthlyAnnual Save 20%

Starter

For solo practitioners getting started

$24/ user / mo
Billed annually · Save $60/yr per user
  • Up to 50 cases
  • 10 GB storage
  • 50 AI credits / mo
  • AI Agents
Most Popular

Professional

For growing firms with multiple team members

$49/ user / mo
Billed annually · Save $120/yr per user
  • Up to 500 cases
  • 50 GB storage
  • 300 AI credits / mo
  • AI Agents
  • Custom Templates
  • Workflow Automation
  • Advanced Analytics
  • Media Recording

Enterprise

For large firms with advanced needs

$99/ user / mo
Billed annually · Save $240/yr per user
  • Unlimited cases
  • 500 GB storage
  • 1,000 AI credits / mo
  • Everything in Professional
  • API Access
  • Custom Branding
  • Priority Support
Evidence

Evidence over hype

The launch standard is simple: prove the workflow, then earn the claim.

  • Launch proof now prioritizes verified workflows over unchecked surface area: every critical route must pass browser QA before broad release.

    LA
    Launch Audit
    Readiness Gate, CaseSolo
  • AI output is being hardened around citations, source spans, confidence, model metadata, and human approval before case mutations.

    AG
    AI Governance
    Safety Standard, CaseSolo
  • The next milestone is operational reliability: clean provider readiness, Redis health, workflow smoke, and manual QA receipts.

    O
    Operations
    Launch Control, CaseSolo
  • The product is strongest when it behaves like a system of action: permissioned, auditable, reversible where possible, and observable.

    CG
    Command Graph
    Workflow Layer, CaseSolo
  • Every launch-critical feature should be either validated, preview-labeled, hidden, or removed from the primary path.

    QM
    QA Matrix
    Product Standard, CaseSolo
  • The opportunity is not generic AI chat. The opportunity is verifiable legal work that a firm can trust and audit.

    MT
    Market Thesis
    Differentiator, CaseSolo