Built for contingency-fee plaintiff PI · 2–50 attorneys

The whole case, handled — intake to resolution, under your supervision.

An agent team that moves every matter forward — for plaintiff PI firms with 2–50 attorneys, on contingency, where the lawyer still signs every page.

Client-consented accessEvery output citedAttorney review requiredFlat fees
The PI bottleneck

More cases. Same hours. Same margins.

Every plaintiff PI firm we talk to is squeezed by the same three things. They are not solved by hiring harder.

Document overload

Medical records, demands, discovery — the paperwork stack outgrows the team. Lawyering time disappears into chronologies and exhibit indexing.

Deadline & statute risk

One missed date can tank a case and the relationship behind it. Manual tracking across matters is a liability waiting to happen.

Hiring doesn't scale on contingency

Paralegal and associate capacity is the real bottleneck — and contingency-fee margins don't fund linear headcount growth as your docket grows.

The case lifecycle, handled

An agent per stage. A human on every gate.

Each stage has a dedicated agent that drafts the work product. Your lawyers approve before anything moves — that gate is not optional, and it’s how supervision actually works in practice.

  1. 1StageLive

    Intake & Triage

    Agent drafts
    intake summary, scoring, conflict flags
    Attorney approves
    accept / decline & assignment
  2. 2StageLive

    Investigation / Liability

    Agent drafts
    liability narrative with citations
    Attorney approves
    theory of the case
  3. 3StageLive

    Medical Records & Chronology

    Agent drafts
    indexed chronology, provider list, gaps
    Attorney approves
    narrative and missing-records calls
  4. 4StageLive

    Valuation & Damages

    Agent drafts
    range with comparable settlements
    Attorney approves
    the number
  5. 5StageLive

    Demand

    Agent drafts
    demand letter, exhibits, transmittal
    Attorney approves
    edits and send
  6. 6StageLive

    Discovery

    Agent drafts
    RFPs, interrogatories, responses
    Attorney approves
    objections and verification
  7. 7StageReleased in phases

    Depositions

    Agent drafts
    outlines, exhibit binders, summaries
    Attorney approves
    strategy and the deposition itself
  8. 8StageReleased in phases

    Trial Prep

    Agent drafts
    exhibit lists, motions in limine, jury instructions
    Attorney approves
    trial strategy
  9. 9StageReleased in phases

    Settlement / Liens & Disbursement

    Agent drafts
    lien negotiation packets, disbursement math
    Attorney approves
    client communication and final numbers

Intake → Liability summary, every fact cited to its source exhibit, with the attorney review gate on. Nothing leaves the workspace until a licensed attorney signs off.