Everything you want to know about Case Lab.

Most firms are live in a week. Import your cases, invite your team, connect fax and text, and you are working the same day the import is checked.

Yes. Cases, contacts, documents and notes import from spreadsheets and the major PI platforms. A person checks the import with you before go live.

No onboarding fee, no annual contract. Month to month.

Every case opens on what it has cost, medical plus legal, against the insurance available, so nobody overspends a case past what it can recover.

The single most important action for the current phase, from the Case Lab playbook. Click it and the work opens.

Yes. Apply a team template or let Case Lab balance new cases by caseload in one click.

Only what you switch on, per case or as a firm default. Dollar limits and settlement amounts stay hidden unless you share them.

No. Clients use a secure link in any browser, in English or Spanish.

Yes. Provider, client and vendor portals cost nothing, for everyone.

It writes a 90 second brief on every case, drafts texts, emails and demands, and answers questions with links to the source field.

No. Every draft is labeled and a person approves anything that leaves the firm.

Never. Case Lab AI runs under zero retention terms.

The nationwide learning community for personal injury staff. Case Lab Manage brings its Labs, lessons and events inside the software.

The Ideas page lets anyone share, leads acknowledge and respond, and shipped ideas earn kudos and count toward growth.

Yes. Firm channels, a channel per case and direct messages, all inside Case Lab.

We are pursuing SOC 2 Type II and putting HIPAA safeguards in place now. The roadmap, with the status of every framework, is public in our trust center.

$69 per user per month for every feature, $39 per case for AI drafting, and $0 for every portal.

Six roles with permissions enforced everywhere, field level sharing for portals, and an audit log on every case.