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Automate invoicing for every case settlement, medical lien, and contingency fee. Track case costs, manage liens, and keep your books spotless.
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No more digging through accounting software or spreadsheets. Just ask your AI billing agent in plain English.
Use one of the most common prompts below or use your own to begin
Real-time visibility into every settlement, lien, and case cost across all your PI cases.
1,847
Invoices Sent
1,623
Payments Received
$142,000
Outstanding
$28,400
Overdue
94.3%
Collection Rate
Status
Client
Amount
When
Recent Payment Received
$4,200
1 hour ago
New Invoice Generated
$3,500
3 hours ago
Outstanding Balance
$2,800
5 days ago
Retainer Payment
$5,000
1 day ago
Service Invoice
$1,750
4 hours ago
From contingency fee calculations to lien management and settlement disbursements, your AI handles the financial complexity.
The moment a case settles, AI generates the disbursement sheet with contingency fees, liens, and costs — and prepares client payment.
AI tracks medical liens, sends reduction requests, and follows up with providers until every lien is resolved.
Clients receive their settlement via direct deposit or check. All tracked and documented automatically.
See exactly how much revenue each case type generates — auto accidents vs. slip-and-fall vs. medical malpractice.
AI tracks every case expense — filing fees, expert witnesses, medical records — and deducts from settlements automatically.
AI maintains trust account compliance, tracks IOLTA requirements, and generates audit-ready reports.
Every invoice you forget to send, every payment you forget to chase — it all adds up to lost revenue.
of PI firms say lien management and settlement calculations are their biggest billing headache
average revenue lost per year from uncollected case costs and calculation errors
average delay in processing settlements without automated disbursement systems
of case costs are never recovered when not tracked from the start of the case
Quick and simple setup. Connect your tools, import your data, and your AI billing manager starts working today.
Sync with Clio, MyCase, PracticePanther, or QuickBooks in minutes. No coding required.
Bring in your case list, fee agreements, and lien data. We handle the migration.
Your AI billing manager starts processing settlements and tracking costs from day one.
Join hundreds of PI firms using AI to automate disbursements, track costs, and eliminate billing errors.