Workflow Processes

Make Smarter and Faster Case Decisions with AI Playbooks

Automatically surface trusted insights, and trigger the right tasks at the perfect time—at every stage of the case.

Trusted By The Best Pre-Litigation and Litigation Firms

Proactive Insights

Put case analysis on autopilot with AI Playbooks

Make proactive case decisions across your entire caseload with AI Playbooks. Every time you upload new documents, our specialized AI models automatically analyze your case files and surfaces the critical insights you need.

AI Playbooks replaces hours of manual file review with up-to-date analysis, allowing your staff to effectively manage their heavy caseload.

01

Make smart intake decisions

Quickly identify critical case information with intelligent screening to help you decide whether or not to take on a case, eliminating repetitive analysis.

02

Prioritize your best cases

Automatically detect high-value indicators like commercial defendants and route cases to the right attorney.

03

Streamline team handoffs

Eliminate time consuming docket reviews by using AI-powered insights and comprehensive summaries to easily note litigation-ready cases for smooth transitions.

04

Proactively identify case risks

Surface crucial medical record details proactively and flag potential inconsistencies before they compromise your case value.

05

Screen existing case load for mass tort opportunities

AI Playbooks automatically detects mass tort markers, reducing time-intensive manual case reviews and freeing up legal team resources.
Max Schuver

“AI Playbooks is a powerful tool that is transforming how we analyze cases by proactively surfacing the exact criteria we need to assess and compare large inventories of cases. They are delivering the speed, precision, and scale we need to stay ahead.”

Max Schuver

Sr. Mass Torts Counsel, Walkup

Proactive Actions

Automate key case actions with Smart Workflows

Smart Workflows

Speed up your casework

Fast-track cases with optimal demand timing using automation powered by your firm’s proprietary data and rules.

Rule History

Monitor firmwide case progress

Provide full visibility and accountability for firm leaders with a detailed history into triggered rules, team actions, and case progress.

Pre-built Rules

Complete control, configured to your processes

Automate key decisions—like demand timing—from a list of industry best practice rules, defined by real case variables.

Custom Rules

Tailored to your firm’s exact needs

Customize rules to match your firm’s specific preferences based on where each case is in the lifecycle.  

Why Firms Choose Us

Early insights and actions

Keep cases moving with automated case insights and strategic actions at the optimal time.

Autopilot

100% Automated with AI Playbooks

One-time setup that automatically refreshes as new files are added.

Standardization

Drive Consistency with AI Playbooks and Smart Workflows

Standardize your firm’s best practices across every case.

Powered by the industry’s largest PI dataset for unparalleled accuracy

Every draft is grounded in real outcomes from thousands of cases, not generic legal templates.

Piai™ is trained on hundreds of thousands of injury cases and millions of medical records and with deep personal injury expertise to deliver unmatched accuracy across every document.

The Best Part? All-In-One, Case-Based Pricing

AI Drafts™

Draft any document across every stage of the case lifecycle with complete case context in minutes.

Case Companion™

Streamline your case lifecycle by retrieving key facts, summarizing documents, and crafting narratives with line-level citations across all raw records — instantly.

Case & Negotiation Preparation™

Maximize claim value before a demand is drafted and confidently navigate adjuster negotiations with actionable insights.

Executive Analytics™

Promote best-in-class firm performance with rich insights and powerful industry benchmarks.