Solutions Personal Injury
The personal injury CRM that runs intake to settlement.
Track cases from intake to settlement with powerful client management, document automation, and billing tools designed for personal injury workflows. Never miss a deadline or lose track of a case again.
Sound familiar?
What slows personal injury firms down, and what we fixed.
- 01Tracking complex case timelines with multiple parties and deadlines
- 02Managing large volumes of medical records and evidence
- 03Calculating and tracking settlement amounts across cases
- 04Keeping clients informed about case progress without constant calls
- 05Manual billing and payment follow-ups delaying cash flow
Built for personal injury, plus everything else a firm needs.
Client Intake & Journey
Streamlined intake forms and lead tracking to convert prospects into clients faster.
Document Management
Organize medical records, police reports, and evidence by matter with secure cloud storage.
Automated Billing
Generate professional invoices, process payments via Stripe, and automate payment reminders.
Client Portal
Give clients 24/7 access to case updates, documents, and invoices — reducing status-update calls.
Task & Deadline Tracking
Never miss a statute of limitations or filing deadline with task management and reminders.
AI Document Generation
Generate demand letters, settlement agreements, and case summaries with context-aware AI.
Lexi, on every plan
Ask Lexi to draft, summarize or find anything in the case file. She asks before saving a thing.
Free data migration
Our team moves your clients, matters and documents over from your current system at no cost.
Step by step
How a personal injury matter runs in Clienty.
01Intake that qualifies the case
Leads from your website form, an Answering Legal call or a quick entry land on a personal injury pipeline with its own stages. Send the intake form by text so an injured client can fill it in from their phone, and use the AI personal-injury case evaluation to flag what to ask about liability, injuries and insurance before the consult.
02A matter with the right fields and deadlines
A personal injury matter type gives every case the same fields, such as incident date, insurers and claim numbers. Add the statute of limitations as a deadline with reminders, and add adjusters, opposing counsel and medical providers as contacts with their role on the matter.
03Records without email attachments
Request medical records, bills and photos from the client through the portal, and share files with adjusters or experts through expiring links protected by a one-time email code. Lexi can summarize long records, recorded statements and video, with speaker labels on transcripts.
04Demand and negotiation
Turn your own demand letter into a template once, then generate it as DOCX or PDF from any matter with the case details filled in. Emails and texts with the adjuster are filed to the matter, so the whole negotiation history sits on one timeline.
05Settlement and disbursement
Record recoveries and case expenses, prepare the settlement statement and have the client sign it in the portal. Deposits, transfers and disbursements go through the trust ledger, so the closing numbers match what the client signed.
Keep exploring
Personal Injury FAQ
Can Clienty track statute of limitations deadlines?
Yes. Task and deadline tracking with reminders keeps every statute of limitations and filing deadline in view across all of your personal injury cases.
Can injured clients check their case without calling?
Yes. The client portal gives clients 24/7 access to case updates, documents and invoices, which cuts down on status-update calls.
Can you move our cases from another system?
Yes. Data migration is free. Our team moves your clients, matters and documents over for you.
“Having every client detail and case file in one accessible place saves me hours of time every week.”