Personal injury case management software that settles the case and writes every check the same afternoon.
Personal injury work is a long wait punctuated by deadlines, and then every dollar moves at once. CaseFuze holds the case together through the wait and generates the disbursement checks at the end.
The file has to survive two years of nothing happening.
Between the accident and the demand, a PI matter is medical records you keep requesting, providers who keep not sending them, and a statute of limitations getting closer. Most of that work is chasing. CaseFuze keeps every record request, lien, and treatment date on the matter, so you can open one screen and see what is still outstanding.
- Records and liens live on the matter. Every request, provider, balance, and reduction sits with the case instead of a spreadsheet somebody keeps on their desktop.
- The statute is a deadline, not a memory. Count the limitation date once in the date calculator, put it on the matter, and the reminders warn the whole team rather than only the attorney who opened the file.
- Costs accrue where the fee is calculated. Filing fees, expert invoices, and records charges post to the matter as you incur them, so the settlement statement adds up without a reconstruction exercise.
Rivera v. Delcarr Freight
In treatmentDisbursement generator
7 checks queuedIt writes the checks.
Settling a case used to mean rebuilding the math in a spreadsheet, typing a settlement statement from it, then hand-writing a check to every provider and hoping the total matched what left the trust account. CaseFuze takes the settlement amount, applies your fee agreement, pulls the costs and lien balances already sitting on the matter, and generates every disbursement check in the run.
- Every payee gets a check. Client, providers, lienholders, referring counsel, and the firm, each one drawn against the trust ledger it came from.
- The statement and the checks agree. Both come from the same ledger, so the number your client signs is the number that leaves the account.
- Trust never goes negative. If the run would disburse more than the matter holds, CaseFuze stops it before a check prints.
The parts of a PI practice other software treats as edge cases.
Contingency fees, lien negotiation, and a two-year gap between opening a file and billing anything.
Medical records, tracked as a queue
Log the request date, the provider, and what came back. Open the matter to see which six of nine providers have answered and which one has been sitting on a records request since March.
Liens with their reductions
Hold the original balance, the reduction you negotiated, and the final payoff on the same record. The disbursement run uses the reduced figure, and the file shows how you got there.
Statute of limitations calendaring
Count the limitation date from the incident in the date calculator, put it on the matter with the dates that depend on it, and the warnings reach the whole team.
Costs that survive to settlement
Filing fees, expert invoices, records charges, and court reporters post to the matter the day you incur them, itemized and ready for the settlement statement two years later.
Settlement calculator
Model the disbursement before you accept: apply the fee agreement, subtract costs and lien balances at their reduced figures, and see the net to your client. Run it during the negotiation rather than after it.
Mock juries before you try it
Run a case past real participants and find out which facts land, without booking a room or hiring a jury consultant.
Referral fee splits
Record the split at intake. When the case settles, referring counsel appears in the disbursement run with the rest of the payees.
Intake that screens for value
Personal injury client intake that screens as it captures. Take the incident date, injuries, treatment, and coverage in the first call, so you can decline a case in ten minutes instead of three weeks.
A client portal for the quiet years
Clients check status themselves instead of calling for an update, which is most of what your paralegal's afternoon disappears into.
Settlement funds in trust, correctly
The settlement lands in IOLTA, clears, and sits there until the disbursement run moves it. Three-way reconciliation runs against live bank feeds the whole time.
Find out what a jury hears before one is empanelled.
Jury consultants price a focus group out of reach for most cases, so firms try the case for the first time in front of the only jury that counts. CaseFuze runs the focus group online, with anywhere from one participant to several thousand, drawn from your own contacts or recruited to a profile.
- Show them the evidence. Upload deposition video, scene photos, and exhibits, then watch reactions land against the timeline as they play.
- Ask real questions. True and false, multiple choice, and long answer, ordered by an AI that has read your matter.
- Get the reading back. The AI interprets where the panel split and which fact moved them, so you know what to lead with.
Panel results
312 participantsFrom the first call to the last check.
Intake and screening
Take the incident date, injuries, treatment so far, and available coverage. Run the conflict check. Open the matter without retyping any of it.
Treatment and records
Request records as providers come in. Log liens as they attach. Costs post to the matter as you spend them, and the limitation date sits on the calendar the whole time.
Demand and negotiation
Assemble the demand from documents already on the matter. If the case is going to trial, test it against a panel first.
Settlement into trust
The check deposits to IOLTA and clears. Nothing moves until it does, and three-way reconciliation runs against the live bank feed.
Disbursement
Apply the fee agreement, pull costs and reduced lien balances, generate the statement for your client to sign, then print the checks. The ledger reconciles because both came from it.
Reading and features for personal injury firms.
Run your personal injury practice on one platform.
Everything above is in the $49 plan. No tiers and no add-ons.