One matter. One story. One system that keeps it moving.
PI is a momentum practice. Value leaks when records sit unrequested, treatment gaps go unnoticed and demands wait on assembly. LawPortal makes momentum the default.
The chain
From first call to disbursement.
Intake
Qualify the claim, run conflicts, capture the incident facts, sign the retainer and open the matter.
Treatment
Track providers, visits, gaps in care and the point where treatment supports a demand.
Records
Agents request, chase, receive, classify and index medical, wage and police records.
Statutes
Limitations and notice deadlines drive the work plan instead of a reminder popup.
Demand
The demand is assembled from the actual file, with damages summarized and cited to pages.
Resolution
Negotiation history, liens, disbursement math and trust accounting close in one place.
Ask your caseload
The questions a PI firm asks every week.
No report builder, no saved filter set. Ask, review what the agent found, and approve the work it prepared in response.
- ›Which matters aren't ready for demand, and what's missing?
- ›Any matter with a treatment gap longer than 21 days?
- ›Which statutes fall in the next 120 days?
- ›Assemble the damages summary for Carter from the records on file.
- ›Which liens are unconfirmed on matters in negotiation?
- ›What settled this month, and what is still undisbursed?
Where firms feel it
Three places the time comes back.
Records chasing
Requests and follow-ups happen on schedule without a person owning a spreadsheet.
Demand assembly
Chronologies and damages summaries are drafted from the file, then reviewed.
Settlement accounting
Liens, fees, costs and disbursement math stay attached to the matter.
Show us your slowest PI workflow.
We will walk it through LawPortal end to end and show you exactly where the agents take over.