Personal-injury work lives in inboxes, spreadsheets, fax confirmations, and sticky notes. CasePortal pulls every case, every deadline, and every provider into one system that tells your team exactly what to do next — from the first intake call to the final disbursement.
One worklist, ranked across every case.
CasePortal scores each open item by urgency, deadline, and case value, then merges them into a single cross-case queue. Your team works top-down instead of digging through folders.
- Severity-ranked — breached SLAs and statute deadlines float to the top automatically.
- Cross-case — one list spans your entire caseload, not one file at a time.
- Always current — the SLA engine re-scores the queue the moment anything changes.
Alvarez v. Redline Freight
Negotiation
Every case, on one precise lifecycle.
Intake, treating, records, demand, negotiation, settlement — each stage with dated events, providers, documents, and money in a single view. No more reconstructing the story from a folder of emails.
- Dated event log — an auditable record of what happened and when.
- Stage-aware — the queue, SLAs, and next action all key off the case's current stage.
- Statute tracking — SOL and key dates surface long before they become emergencies.
Encode what must happen, by when.
Define the rules your firm lives by — first contact within 24 hours, records chased every 14 days, demand out before MMI + 30. CasePortal watches the clock on every case and raises a flag the instant a rule is about to break.
- Rules, not reminders — deadlines computed from case data, re-evaluated on every change.
- Breach & at-risk states — see what's late and what's about to be, with live counts.
- Feeds the queue — every breach becomes a ranked task automatically.
Flags and tasks, in one inbox.
The system raises flags when something looks wrong; your team adds tasks for the human work. CasePortal puts both in a single, assignable inbox so nothing falls between people.
- Auto-flags from the SLA and attention engine sit beside human-created tasks.
- Assign & resolve — route to a teammate, close it, and the queue updates.
- Bucketed by day — urgent, this week, and later, for law firms who run on Today.
Place patients with the right provider, fast.
Search your network by specialty and distance, place the client, and fire off the records request — all without leaving the case. CasePortal ranks providers by proximity, lien acceptance, and turnaround.
- Geo search & ranking — nearest in-network providers for the client's injuries.
- One-click placement — create the connection and the appointment in the same step.
- Records requests — send and track the request to the provider portal automatically.
Send from templates. See who actually read it.
Compose client and provider email or SMS from token-resolved templates, sent through a reliable outbox — then watch each message move from sent to delivered to opened to replied, logged on the case.
- Templates with tokens — client name, provider, dates, and balances filled from case data.
- Delivery & open tracking — sent, delivered, opened, replied, on every message.
- Logged on the case — every outbound message becomes a timeline event.
AI reads the bills. Your team confirms.
Upload records and itemized bills and CasePortal extracts the structured data — provider, dates of service, CPT lines, and totals — for a human to confirm in seconds instead of keying it by hand.
- Structured extraction — totals, dates of service, and line items pulled automatically.
- Human-in-the-loop — confirm or correct before anything touches the demand.
- Feeds the math — confirmed specials roll straight into the settlement worksheet.
Demand to offer to disbursement.
Track every number from the demand through counter-offers, lien reductions, and the final net to the client. CasePortal does the math and keeps a clean record for the file.
- Negotiation history — every demand, offer, and counter on the record.
- Lien & fee math — reductions and fees computed into a clear net-to-client.
- Disbursement-ready — nothing closes until every lien is confirmed.
Built for how PI work really happens.
A medical-management org coordinates the case, the law firm runs the legal track, and providers deliver care — each sees exactly their slice, on the same shared case.
Medical-management org
The hub that owns the case — intake, treatment coordination, records, and the demand-ready packet.
- Cross-case task queue & SLAs
- Provider placement & records
- Bill review & demand prep
Law firm
In-and-out, email-driven. A focused Today list of what to do, and a clean caseload health view.
- Daily action queue, bucketed
- Demand & settlement tracking
- SOL badges & deadline alerts
Provider
A narrow portal — providers see only their connected cases, send records, and confirm appointments.
- Connected-cases only
- Respond to records requests
- Claim via secure magic link
Built for PHI from the ground up.
Personal-injury work means protected health information on every case. CasePortal treats HIPAA discipline as a baseline, not a feature — tenant isolation in the database, an audit trail on every change, and no PHI in logs, ever.
- Row-level tenant isolation — Postgres RLS, enforced as a least-privilege role.
- Audit log on every mutation — who did what, when, across the whole system.
- Relationship-based access — each org sees only the cases it's connected to.
Run your caseload from one place.
From the first intake call to the final disbursement, CasePortal keeps every case moving and tells your team exactly what's next.