Research · Policy limits · Due diligence
Your pre litigation partner.
Policy limits analysis, due diligence and recoverability research for personal injury firms, ordered and delivered inside the case.
Live integrationExplore Coastal Research →
Vendor portal
Where firms and their vendors work as one.
For research, investigations, records, lien, court reporting, funding and legal AI partners. Track how Case Lab firms use your integration, the revenue it generates and fees owed, keep agreements in one place, and work directly with the Case Lab team.
Partner overview Sample
38firms connected
412orders, 30 days
$61,800revenue
$3,090fees owed
October statement postedView →
Why it matters
1
Partners rarely see how firms use their integration. Analytics show listing views, connections, users and orders.
2
Revenue and fees are usually reconciled by spreadsheet. Monthly statements show both, with downloadable PDFs.
3
Contracts and compliance files scatter across email. One shared library holds them for both sides.
The Case Lab network
Partners and integrations
Vendors connected to Case Lab Manage, ready for any firm to order from inside the case. More partners are joining across every stage of the case.
What it does
Analytics
Listing views, connect clicks, firms and users.
Revenue and fees
Revenue generated and fees owed, by month.
Shared documents
Contracts, fee agreements, compliance and technical files.
Case Lab team
Conversations and platform suggestions.
Developers
OAuth 2.0, API keys, webhooks and the MCP server.
Compliance
BAAs and security documents on file.
How vendors connect
OAuth 2.0 consent, scoped data, signed webhooks and an MCP server for AI agents.
ResearchPolicy limits, due diligence and investigations. Live through integrated partner Coastal Research.
OAuth 2.0
Firms authorize with one click and can revoke any time. Scopes limit each vendor to what an order needs.
Webhooks
order.created, order.updated, report.delivered and message.created, signed and retried.
MCP server
Agents call get_case_brief, place_order, deliver_report and send_message natively.
REST API
Cases, documents, orders and messages with a full OpenAPI spec.
Partner categories
Coastal Research is live. Other categories are open to partners.
Policy limits and due diligence
Coverage analysis, asset and financial responsibility reports.
Coastal Research, liveMedical records retrieval
Request, track and receive records and bills on the case.
Open to partnersLegal AI
Demand drafting, chronologies and discovery tools via MCP.
Open to partnersLien resolution
Health plan, hospital and government lien negotiation.
Open to partnersCourt reporting
Scheduling, transcripts and video.
Open to partnersMedical funding
Treatment access while the case is open.
Open to partnersIntake and marketing
Leads flow straight into intake with conflict checks.
Open to partnerseSignature
Retainers, HIPAA forms and releases.
Open to partnersCompliance and ethics
What many case management systems do not publish.
SOC 2 Type II, in progress
Controls are being implemented now, followed by an independent Type II examination.
HIPAA safeguards
Safeguards for medical information, with business associate obligations assessed per service.
Encryption
TLS in transit and AES 256 at rest, with keys managed in a dedicated service.
Least privilege
Role based access for staff, scoped OAuth for vendors, field level sharing for portals.
Audit logs
Every view, change, share, API call and AI action recorded per case.
Ethics first
AI drafts are labeled and approved by a person. Client data is never used to train models.
See the full compliance roadmap, with the status of each framework, in our trust center.