Built for personal injury firms

Intake to IOLTA on one personal injury file

Keep medical records, reviewed demands, negotiations, and trust accounting on the same case file. Open liens block disbursement.

Settlement path

Intake to IOLTA

On track

Intake

Medical

Cited demand

Negotiation

Intake

Medical

Demand

Negotiation

IOLTA

Case management

See the next settlement task from your dashboard or case file. Keep daily work with the matter it belongs to.

Build a chronology from treatments, bills, and records. Each extracted fact links to its source on the case.

The carrier package is built from the file. Uncited drafts stay drafts. CaseSolo does not email, fax, or mail the letter.

Track offers, counteroffers, and settlement authority alongside the demand amounts on each matter.

Open liens block disbursement. Three-way reconciliation is marked current only when bank, book, and client ledger balances match.

AI can draft but cannot mark a demand as sent. Recording delivery requires citations, attorney review, and an identified carrier.

Recording demand delivery requires source citations and a named reviewer. Trust disbursement stays blocked while liens are open.

The chronology uses the treatments, bills, and records already on the case.

Uncited demand drafts stay drafts until an attorney reviews the sources.

Open liens block trust disbursement.

IOLTA is marked reconciled only when bank, book, and client ledger balances match.

Start a trial and test CaseSolo with your own matters, team roles, tasks, documents, and analytics.