increase in settlement offers
of clients flagged an issue requiring case manager follow-up
increase in month-over-month demand sends
John K. Zaid & Associates is a premier pre-litigation and litigation firm based in Houston, Texas. Founded more than 24 years ago, the firm has grown to a team of 180 attorneys and case staff serving the Houston and greater Texas community.
Like many high-volume personal injury firms, Zaid & Associates had established a strong internal workflow. As caseloads grew, maintaining case velocity became increasingly difficult. Case managers often relied on spreadsheets, which made it harder to clearly and consistently surface critical details such as medical billing line items, per-visit treatment data, and case assignments.Despite being a self-described skeptic of new legal technology, Founder John K. Zaid decided to explore EvenUp’s Proactive Personal Injury AI Platform™ after hearing firsthand results from a trusted peer. What began as a pilot quickly evolved into a long-term partnership.
John K. Zaid & Associates uses EvenUp’s AI Playbooks™ to bring speed and consistency to early case evaluation. From intake, Playbooks proactively automate early case evaluation, assessing key factors such as liability, injury severity, insurance coverage, and overall client fit—helping the investigations team quickly determine whether to take on a new case.
By proactively surfacing indicators of high and low-value claims and flagging potential red flags early, the team can triage cases more effectively before attorneys get involved. For higher-value matters, the firm can easily automate cases to the appropriate specialists for greater attention. This structured approach enables faster, more informed intake decisions while protecting attorney time and case quality.
At any given time, John K. Zaid & Associates case managers oversee 50+ cases in active medical treatment. As caseloads increased, maintaining visibility into treatment progress, medical history, and billing, while sustaining consistent client communication, became increasingly difficult.
Previously, medical management case managers tracked expenses in spreadsheets. Now, EvenUp’s Medical Management™ provides a centralized, continuously updated view of each case, including medical procedures, treatment patterns, and expenses. With a clearer understanding of the full medical picture as cases evolve, case managers can stay informed and better support clients in pursuing maximum recovery.
EvenUp has also transformed how the firm communicates with clients at scale. As caseloads grew, dedicating time to routine treatment check-ins became increasingly difficult alongside higher-priority case work. Communication Agents™ proactively automate routine touchpoints consistently, allowing case managers to focus on more complex case needs. When issues or additional questions do arise, the Agent seamlessly routes clients to case managers via email to call the client back. This creates a reliable, accessible line of communication without adding operational burden.
John K. Zaid was initially skeptical of using AI Agents to communicate with clients, but after testing them himself, he was “beyond impressed” by their ability to handle a wide range of client questions accurately and effectively.
When you’re managing hundreds of cases, it’s impossible to speak with every client regularly. EvenUp’s Communication Agent keeps those conversations going while my team focuses on the critical work of medical management and maximizing client recovery.
John K. Zaid
Across 2,000 cases and 7,500 calls and text messages, the treatment check-in agent surfaced acute problems proactively for Zaid’s case management staff.
By automating routine check-ins, Communication Agents™ proactively surface treatment gaps, pauses, and changes in symptoms—freeing case managers to focus on higher-impact conversations and keeping cases moving forward.
Treatment Check-Ins saves us significant time. The agent keeps the conversation focused, saving time for both us and the client. This frees up case managers to address actual medical management issues instead of holding clients' hands through routine check-ins.
Devanie Garza
Previously, drafting demands required deep, manual medical review—slowing the team down, stretching already overextended staff, and increasing the risk of missed details such as gaps in treatment. These bottlenecks not only delayed client recoveries, but also put settlement outcomes at risk.
By using EvenUp’s Demands™ and Express Demands™, that bottleneck disappeared through proactive automation of demand preparation workflows. Demand creation was streamlined end to end, with key case details and medical records surfaced automatically, significantly reducing the need for time-intensive review. Turnaround times improved without sacrificing quality or consistency.
John K. Zaid & Associates now sends 30% more demands month over month, without adding staff or overhead. With EvenUp handling the heavy lift, the firm expanded capacity, increased demand velocity, and kept cases moving forward faster—at scale.
We’ve had attorneys come into my office saying, ‘Sir, we just got policy limits—$30,000—on a case we never would have received before.’ That had never happened with some carriers.
John K Zaid
John K. Zaid & Associates uses EvenUp to negotiate from a position of strength. Cases that would typically see low initial offers, like chiropractor-only claims, are presented in EvenUp with clear case strengths, potential weaknesses, and a comprehensive medical chronology giving the firm a strategic advantage from the first offer.
Attorneys rely on EvenUp to stay ahead of adjuster conversations. Using AI Drafts™, Medical Management™, and Case Companion™, the team can quickly pull up a complete view of the case. Case managers generate Negotiation Sheets in AI Drafts™ to automatically surface key facts, timelines, and medical evidence with in-line citations.
Throughout the case lifecycle, Case Companion™, EvenUp’s legal AI assistant within the platform, turns thousands of files into actionable, verified insights. This clarity minimizes unanswered questions, strengthens adjuster confidence, and supports higher valuations.
By proactively addressing weaknesses and clearly substantiating pain and suffering, the firm consistently secures stronger settlements, without adding staff or overhead.
We just got $30,000 policy limits on a case that would have never reached that before. Those cases usually come in under $10,000. That’s a 300% increase. We never saw results like that before.
John K Zaid
By integrating EvenUp’s proactive AI platform across their case lifecycle, John K. Zaid & Associates has earlier visibility into case risk, treatment patterns, and exposure while automating demand preparation. This frees attorneys and staff to focus on strategy and client advocacy. As a result, the firm now handles more cases with the same team, has increased demand output by 30%, and has secured settlements that are often 300% higher, entering negotiations and litigation with a clear understanding of each case’s strengths and weaknesses.
EvenUp has become more than a technology provider, it’s a long-term partner aligned with the firm’s vision for growth and innovation.
What made me trust EvenUp was their ever-evolving vision and their commitment to keep building and improving. That mindset is exactly how I’ve always run my firm. Once my team understood we were partnering with a company I believed in for the long term, adoption wasn’t a challenge.
John K Zaid
