Case Assistant OS · U.S. Personal Injury
Every case managed. Nothing missed.
An intelligent workstation for Personal Injury case managers. Track medical requests from submission to settlement, automate follow-ups, and close cases faster — without changing how your firm already works.
Built for U.S. Personal Injury firms · English-only · Local-first architecture · v1.5.0
The Challenge
The Personal Injury pipeline is broken.
Case managers juggle 40+ active files. Medical offices miss faxes. Attorneys wait on records. Deadlines get buried in spreadsheets.
Missing Records
Medical offices do not call back. Requests go unanswered for weeks. Cases stall while the clock runs.
Buried Deadlines
Statute of limitations, discovery cutoffs, and settlement deadlines buried across dozens of open files and three spreadsheets.
Manual Everything
Every update entered twice. Every follow-up logged manually. Every status check done by phone call.
"We did not guess at these problems. We built Case Assistant OS inside an active PI law firm. Every feature exists because we witnessed a real failure mode."
Features
Everything a case manager needs. Nothing they do not.
Case Assistant OS is purpose-built for one workflow. We did not add features to pad the list.
Intelligent Case Tracking
Every case in one place. Parties, status, timeline, and history instantly accessible. No switching between systems.
Medical Request Pipeline
Track every medical records request from submission to receipt. Set follow-up schedules. Never chase a fax again.
Attorney Workflow
Route updates to the attorney team automatically. Every communication structured, timestamped, and documented.
Automated Follow-ups
Set follow-up schedules and let the system send reminders. Your attention stays on the cases that need it.
Deadline Management
Statute of limitations, discovery deadlines, and settlement timelines — all tracked, all visible, all alerting before they matter.
Local-First, Always Available
No cloud dependency required. Your data stays on your machine. The system works when the internet does not.
How It Works
Up and running in one afternoon.
No IT department required. No migration project. No training week.
Import your cases
CSV upload or manual entry. Set up your full caseload in under an hour. Your existing data, immediately organized.
Track every request
Add parties, medical providers, and attorneys to each case. The system tracks every request and surfaces what needs attention.
Let the system work
Automated follow-up schedules, deadline alerts, and status tracking. The system handles the routine so you handle the strategy.
Who It Is For
Built for the people managing cases, not just filing them.
PI Case Managers
Manages 20-50+ active files. Coordinates between clients, medical providers, and attorneys. The primary user of Case Assistant OS.
Firm Paralegals
Supports multiple attorneys. Needs a single view of every outstanding request and upcoming deadline across the entire firm.
Attorney Assistants
Manages the attorney workflow. Needs to know exactly where every case stands before the next client call.
Note: Case Assistant OS is purpose-built for U.S. Personal Injury. It is NOT designed for criminal defense, family law, corporate litigation, or international markets.
Current Status
Active development. Accepting early access requests.
We are working with a small group of PI firms to validate the core workflow before public release.
v1.5.0-beta · Active Development · Updated July 2026
Get Early Access
Request a demo. See if it fits.
We work with a limited number of firms. Request a demo to see how Case Assistant OS handles your specific workflow.
Free demo · No commitment · English-speaking team · Responds within 24 hours