Claim type · PI US

Run a US PI practice at signature-per-second pace.

Contingency-fee PI demands high intake volumes, clean medical records, and relentless client communication. FinLegal automates the operations — so firms can scale marketing spend knowing the back-office can absorb the resulting claims.

Contingency-fee · Bilingual SMS · Demand automation
1,482 leads this week PI intake pipeline
612 signed retainers Lead to e-sign without fee-earner touch
428 medical records pulled Auto-requested · auto-summarised
217 demand packages Drafted from case data
The challenge

The PI firm's three problems.

Every contingency-fee firm has the same operational shape. Different volumes, same constraints.

Sign-up conversion

Every minute from first contact to signed retainer is the difference between a case and a missed opportunity. Intake that takes days loses claimants to faster firms.

Medical records

Pulling, organising and summarising thousands of pages of provider records is the single biggest drag on every case. Outsourcing is slow and expensive.

Client communication

Clients want updates. Fee-earners don't have time to give them. Bar complaints and settlement delays follow.

How FinLegal fits

Lead to demand package, automated.

Intake, retainer e-sign, AI medical records and demand drafting — running on the same case data so firms can scale marketing without scaling the back-office.

№ 01

Intake to retainer, automated.

Online intake plus SMS follow-up plus e-sign. Leads move from enquiry to signed retainer without fee-earner touch — bilingual where you need it.

SMS follow-up E-sign retainer Bilingual
Book a demo →
PI pipeline · This week
1,482
leads · last 7 days
41.3%
lead-to-retainer
Step 1Lead captureWeb, phone, paid media
Step 2SMS follow-upBilingual · auto-cadence
Step 3Sign retainerDocuSign · e-sign
Step 4Records requestHIPAA-compliant authorisation
№ 02

AI medical records processing.

Records arrive, AI produces structured summaries, chronologies and indexed bundles — in under an hour. Firm keeps the margin usually paid to an outsourcer.

Under 1 hour Indexed bundles Chronologies
Learn more →
Medical Summary · J. Doe · MVA
DiagnosisL4–L5 disc herniation, R sciatica
MechanismMVA — rear-end, 12 Feb 2025
Pre-existingNone material on imaging
TreatmentESI x2, PT x14, ortho consult
Specials$48,210 · itemised
Confidence: High · Source pages: 1,847
№ 03

Demand automation & client comms.

Demand packages generated from case data. Adjuster communication tracked. Automated milestone updates, missed-document chases and bilingual SMS — clients stay informed, fee-earners stay focused.

Demand drafting Adjuster tracking Bilingual SMS
Book a demo →
Client comms · This week
Template · Demand letter
Re: {{client_name}} v. {{defendant}}. Demand for settlement is hereby made in the amount of…
Demand packages217
SMS updates sent3,418
Awaiting adjuster142
Escalated12
From the field

"600 sign-ups a week, kept fully updated, with three people instead of fourteen."

Operations lead · US PI firm

Scale the back-office, scale the firm.

Book a 30-minute demo tailored to your jurisdictions and case types. We'll show you what marketing spend you can absorb without breaking operations.

SOC 2 compliant HIPAA aligned Data encrypted at rest Fine-grained user management

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