The command center built for PI domination — the legal operating system for firms that want to win.
What it does
Four things CasePro CRM takes off the desk.
Smarter Intake & Source Tracking
AI intake intelligence scores leads, tracks sources, and centralizes case details — built for multi-party accidents where generic CRMs fall apart.
Multi-Party Case Architecture
A purpose-built data model keeps every party, policy, and lien organized.
Automated Lien Negotiations
Payoff calculations and negotiations run automatically — faster resolution without the back-and-forth.
Real-Time Settlement & Client Portal
A live settlement engine and 24/7 client portal keep fees, costs, and status transparent.
In depth
CasePro CRM is the legal operating system for firms that want to win in the AI era
Smarter Intake & Source Tracking
Many generic CRMs struggle to effectively manage multi-party accidents, resulting in firms tirelessly pursuing scattered and disorganized data. CasePro leverages advanced AI intake intelligence to score leads, track sources, and centralize all relevant case details.
Automated Lien Negotiations
Manual lien negotiations can significantly delay settlements and consume valuable staff time. CasePro effectively automates payoff calculations and negotiations, ensuring faster resolution without the repetitive back-and-forth communications.
Real-Time Settlement & Client Portal
Clients constantly call for updates because case visibility is scattered. With CasePro’s live settlement engine and 24/7 client portal, fees, costs, and case status are always transparent and accessible.
CasePro CRM, by the numbers
- 67%
- faster resolution
- 34%
- higher settlements
- 91%
- fewer status calls
- 3x
- team productivity
The platform
Every stage of the case, on one record.
Intelligent Client Intake
Custom Intake Forms: Build any form using drag-and-drop templates and flexible question types. Secure Client Portal: Clients complete forms, upload documents, and verify identity on any device. One-Click Intake Delivery: Send intake links by email or text, with autosave to prevent lost progress. Smart Data Flow: Intake answers and documents sync directly into CasePro - no entry required.
Financial Clarity
Expense Tracking: Every cost, vendor, and invoice tracked with approval workflows. Damages & Lien Calculations: Track billed amounts, adjustments, payments, lien types, and reductions. Trust Account Management: Stay compliant with built-in IOLTA support for all trust activity. Full Financial Ledger: Case-level payments, fees, refunds, and balances reconciled automatically.
Medical Providers & Treatment
Provider Management: Store every doctor, hospital, & specialist with complete details & specialty info. Treatment Tracking: Log every visit, diagnosis & procedure - connected directly to your case timeline. Provider-to-Bill Linking: Connect providers to their bills instantly for complete financial visibility. Cross-Case Search: Find every case where a specific provider has treated your clients.
Medical Bills & Reductions
Line-Item Billing: Track every charge with ICD-10 and CPT codes - not just totals. Reduction Tracking: Monitor negotiated reductions, write-offs & insurance adjustments in real time. Provider Aggregation: See total billing by provider across the entire case at a glance. Bill-to-Treatment Linking: Connect each bill to the specific treatments & injuries it covers.
Liens & Subrogation
Line-Item Billing: Medical liens, hospital liens, Medicare, Medicaid, ERISA - all organized by type. Lien Holder Details: Complete contact information, member IDs & group numbers for every lien. Reduction Negotiations: Document every negotiation attempt, approval status & final amount. Settlement-Ready Payoffs: Know exactly what's owed to each lien holder before you close.
Litigation Command
Deadline Management: Statutes, cutoffs, expert designations & dates are tracked with alerts. Court Overview: Venue, judge, case numbers, and defense counsel stored in one place. Depositions & Insights: Schedule transcripts, document incident, build case stories & track facts. Experts & Defense: Manage expert qualifications and monitor defense counsel patterns and activity.
Negotiation & Mediation
Negotiation History: Demands, counteroffers, Soriano, and UIM communication fully tracked. Mediation Management: Mediator assignment, scheduling, prep checklists, and outcome tracking. Offer Comparison: See negotiation progress and offer changes at a glance. Expiration & Workflow: Track offer expirations and automate resolution-to-distribution workflow.
Enterprise Docs Management
Unlimited Organization: Create any folder structure that fits your firm. Entity Linking: Connect docs to bills, expenses, liens, and providers. Ecosystem Integration: Access documents across MedChron, LitDraft, AutoDoc, and more. Secure Access: Role-based permissions ensure only the right people view files.
Resolutions & Settlements
Settlement Summary: Gross amount, fees, liens expenses & net to client calculated automatically. Multi-Attorney Distribution: Complex fee splits between attorneys handled instantly. One-Click Statements: Generate professional PDF settlement statements ready for client signature. Export & Share: Email statements directly to clients and export data for your accounting system.
Transactions & Reconciliation
Payment Tracking: Client payments, insurance payments fees, lien payoffs - every dollar logged. Payment Methods: Check, wire, ACH, cash, credit card - with reference numbers and cleared dates. Bank Reconciliation: Match transactions to bank records and flag discrepancies early. Trust Compliance: Keep your IOLTA account audit-ready with complete transaction history.
Parties & Contacts
All Party Types: Clients, defendants, witnesses, experts, adjusters - everyone in one system. Complete Contact Profiles: Multiple phones, emails, addresses, and emergency contacts per party. Matter Relationships: Link any party to any case with roles like plaintiff, defendant, or witness. Cross-Case Visibility: Instantly see when the same party appears across multiple cases.
Unified Communication Hub
Team Messaging: Internal team chat with presence indicators, ensuring fast communication and visibility across every conversation. Voice Calling: Make and receive calls directly inside CasePro with automatic call recording and detailed activity logs. SMS & Email: Send, receive, and track texts and emails seamlessly without leaving CasePro’s unified communication workspace. Interaction History: View every client and team communication in one place for complete context and instant clarity.
Find Anything Instantly
Universal Search: A single search bar instantly finds matters, contacts, documents, notes, tasks, and connected details. Cross-Case Discovery: Surface every case, provider, or document related to a party or entity in seconds. Saved Queries: Save frequent search filters and run them instantly with one click for faster workflows. Smart Filtering: Use powerful, interconnected filters to narrow results quickly and locate exactly what you need.
Built for
The practices it was designed around.
High-Volume Personal Injury
Handling 50+ intakes monthly? CasePro pre-populates cases automatically while MedChron processes medical records and AutoDoc handles insurance docs - letting your team focus on cases, not paperwork.
Complex Multi-Defendant Litigation
6 defendants, 12 adjusters, 47 medical providers, and cases within cases. Track every party, every policy, every claim, every treatment - all connected. When the partner asks 'what's our exposure on the Smith case,' the answer takes 10 seconds.
Medical Malpractice Deep Dives
MedChron turns massive medical records into clear timelines and 3D injury visuals, helping you build strong case theories without paperwork overload.
Mass Tort Coordination
CasePro manages massive plaintiff groups, shared discovery, and individualized damages so you never lose track of tranches or case variations.
Growing Firm Scaling Up
CasePro scales with your firm, from solo practice to 500+ attorneys, keeping workflows consistent and preventing operations from breaking as you grow.
On the record
The questions firms ask about CasePro CRM.
What exactly does CasePro replace?
CasePro replaces your case management software, client intake system, document management platform, medical records tracking, billing software, task management tools, calendar systems, and client communication platforms. Instead of paying for and managing 10+ disconnected tools, you get one unified platform where everything works together.
How long does it take to get up and running?
Most firms are operational within a day. When you register, CasePro automatically sets up pre-configured roles, matter stages, and organized folder structures. You can import your existing templates or use ours. There's no lengthy implementation process or weeks of training required.
Can I migrate my existing case data to CasePro?
Yes. We provide full data migration support to transfer your existing cases, contacts, documents, and case history from your current systems. Our team handles the heavy lifting so you don't lose years of case information.
How does CasePro work with the other Omnis AI products?
You can start with just CasePro and add other products as needed. CasePro works as a complete standalone case management platform. When you're ready to add MedChron for medical chronologies, AutoDoc for document processing, or LitDraft for discovery automation, they integrate seamlessly.
Is my client data secure?
Absolutely. CasePro is HIPAA compliant and SOC 2 certified. Your firm's data is completely isolated from other firms through multi-tenant architecture. We maintain complete audit trails of every change, role-based access controls, and automatic encrypted backups.
Can CasePro handle complex cases with multiple defendants and insurance policies?
Yes. CasePro was built specifically for complex personal injury and litigation cases. You can track unlimited defendants, multiple insurance policies per case, dozens of medical providers, and intricate party relationships—all connected and searchable.
Works with
Sharper beside the rest of the system.
CasePro CRM shares one record with every other Omnis product. These are its nearest neighbours in the Foundation center and beyond.
Next step
Put CasePro CRM to work at your firm.
CasePro CRM is in early access. Add your firm to the list and we will be in touch — or talk to us now.