PERSONAL INJURY CASE MANAGEMENT SOFTWARE
keep injury cases moving.
Connect intake through settlement in one flexible platform built around your firm—not someone else’s process.
THE PERSONAL INJURY LIFECYCLE
one connected case journey.
Give every team a shared view of what’s complete, what’s missing, and what should happen next.
LEAD CAPTURE AND QUALIFICATION
turn new inquiries into organized opportunities.
Capture calls, forms, chats, and referrals in one intake process, then route qualified leads to the right person automatically.
- Centralize lead details and referral sources
- Assign ownership and next steps automatically
- Trigger reminders before leads go cold
ONBOARDING
move from signed retainer to active case.
Collect documents, create the case, assign the team, and launch the right workflow without rebuilding the same information.
- Send documents for signature
- Create the case from intake data
- Assign teams, tasks, and deadlines
TREATMENT TRACKING
see treatment progress without chasing updates.
Track providers, visits, referrals, and status in one place so the team knows where each client is in treatment.
- Connect providers to the case
- Track active and completed treatment
- Trigger follow-up tasks automatically
RECORDS AND BILLS
know what’s received, missing, or overdue.
Organize requests, documents, bills, and follow-ups around the case while automatically surfacing gaps.
- Monitor request status
- Flag missing records and bills
- Keep every document attached to the right case
DEMAND PREPARATION
build demands from case data.
Bring damages, treatment, records, bills, wage loss, and supporting details together without reconstructing the case manually.
- Track demand readiness
- Connect your preferred demand drafting tools
- Generate documents from case data
- Route drafts for review and approval
NEGOTIATION
keep every offer visible.
Maintain negotiation history and internal decision-making in one shared workflow so the team can move with clarity.
- Record offer history
- Route settlement approvals
- Surface the current negotiating position
SETTLEMENT AND DISBURSEMENT
close the case without losing visibility.
Track settlement details, liens, approvals, client communication, and disbursement tracks through final completion.
- Coordinate lien resolution
- Track settlement and disbursement status
- Keep the client informed through close
BUILT FOR THE WAY PI FIRMS WORK
your work, your way.
Create repeatable workflows for intake, treatment, records, demands, negotiations, and settlement without forcing cases into the same rigid process.
- Build workflows by case type, team, or office
- Automatically assign work by stage or status
- Create exceptions without breaking the process
- Update workflows as your firm evolves
CONNECTED LEGAL OPERATIONS
connect your whole firm.
Connect intake sources, communications, medical records, drafting tools, reporting, and the apps your firm already uses so data moves with the case.
- Connect the tools your firm already relies on
- Reduce duplicate entry and disconnected information
- Keep communication and documents tied to the case
- Extend the platform through open integrations and APIs
CASE VISIBILITY AND REPORTING
know where every case stands.
Give attorneys, case managers, intake teams, and firm leaders the views they need to understand progress and act before work stalls.
- Identify cases that are falling behind
- Monitor missing records, tasks, and updates
- Compare performance across teams or offices
- Report without exporting everything to spreadsheets
CLIENT COMMUNICATIONS
keep clients informed without adding more follow-up.
Get a complete communication records while clients receive more consistent visibility.
- Trigger milestone updates
- Record conversations in the case
- Control access by role
- Send and receive texts, emails, calls, and more
- Reduce repetitive status calls
trusted by personal injury firms to move work forward.
WHY NEOSTELLA
built for the firm you are.
And the firm you are becoming.
The way your firm works will keep changing. Your case management platform should be able to change with it.
built around your reality.
Your data. Your people. Your processes. Your tools. Adapt to how your team works—no workarounds.
connected in one place.
Connect your favorite tools with open API for seamless data flow and a truly unified tech stack.
workflows that fuel team momentum.
Design your workflows for your specific cases, then automate them so work reaches the right people at the right time, every time.
enterprise strength, everyday simplicity.
Granular, powerful control for admin flexibility paired with a clean, modern interface that everyone can use.
SEE NEOSTELLA IN ACTION
see how to move cases forward.
Walk through the personal injury workflows, operational challenges, and growth goals that matter most to your team.
