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Personal Injury intake, records, liens, demand work, and disbursement in one workflow

SOL tracking, treatment timelines, medical records, lien tracking, demand drafting, adjuster logs, and settlement disbursement workflows stay organized in one click-through injury workflow.

Personal Injury is included with Workers' Comp in one WC + PI package.

10 clicks or less from intake to filing-ready, no tedious form filling

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DocketBuddyPersonal Injury
3 active cases
SOL Status, All cases
Brett HallSOL: 60 days
Personal Injury · GADeadline: Jan 8, 2027
⚠ SMS alerts: 30/14/7 days active
Carlos MendezSOL: 579 days
Workplace third-party · GADeadline: Jan 8, 2027
Tanya WilliamsSOL: 645 days
Auto · FLDeadline: Mar 12, 2027

Attorney review stays in the loop while the routine workflow moves. Security details →

Personal Injury and Workers' Comp are included together in one subscription.

See how it works

DocketBuddyPersonal Injury
3 active cases
Carlos MendezClaim Active
Workers' Comp · Georgia
SOL: 2 years · 14 months remaining
Dual claim
Tanya WilliamsDemand Sent ⚠
Auto Accident · Florida
Adjuster: State Farm · Response due Jun 20
Brett HallLitigation
Slip & Fall · Georgia
SOL: 60 days · SMS alerts active
60d
Dashboard

Every injury and comp client in one view. SOL countdowns, adjuster status, and lien balances; surfaced before the deadline passes.

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See it in action

Built for the case management load of personal injury

SOL tracking, treatment timelines, liens, demand letters, adjuster communication, and disbursement, organized from intake through settlement.

Treatment Timeline
Carlos Mendez
ER. Emory University Hospital
Jan 8, 2025 · L4-L5 herniation suspected
Orthopedic. Dr. Singh
Jan 15, 2025 · Disc herniation confirmed
PT begins: 3×/week
Feb 1, 2025 · Partial improvement
⚠ Gap in treatment: 10 weeks
May 20, 2025 · Adjuster may raise: flag

Every provider visit logged, with gaps in care flagged before the adjuster finds them.

Lien TrackerCarlos Mendez
MSA Flag
Medicare lien$18,400
MMSEA notice sent
Health insurance subrogation$9,200
Pending negotiation
Net to client (est.)$39,100
⚠ MSA may be required, Medicare review active

Liens tracked and net-to-client calculated; MSA flag fires when Medicare involvement is detected.

Settlement Worksheet
Tanya Williams
Disbursement worksheet, not a settlement prediction or case valuation
Gross settlement$100,000
Attorney fee (33.3%)($33,300)
Medical liens($14,200)
Costs and expenses($3,800)
Net to client$48,700
Specials × 2.5 = $121,250
Planning suggestion only, not a valuation

Gross to net calculated automatically, with 2.5× specials shown as a starting-point suggestion, clearly labeled.

The problem

Personal injury and workers comp cases run on deadlines and documentation. The SOL is absolute. The treatment timeline is the case. The lien balance determines what the client actually receives.

Most attorneys track SOL deadlines in spreadsheets, build treatment timelines from memory, and calculate lien balances by hand at the end. The demand letter is assembled from scratch every time.

DocketBuddy organizes SOL tracking, treatment timelines, medical records, lien management, and demand letter drafting. The settlement disbursement worksheet runs from gross to net as case values are entered. The adjuster log builds from every contact the team records.

The legal judgment is yours, the case management layer isn't.

What it does

CLAIM DEADLINE TRACKING

State deadlines and SOL countdowns, SMS at 90/60/30/14/7 days

Date-of-injury deadlines tracked for supported personal injury and workers comp workflows. SMS alerts fire at 90, 60, 30, 14, and 7 days. Attorney verifies each deadline before relying on it.

TREATMENT TIMELINE

Gaps in care flagged before the adjuster finds them

Treatment timeline built from intake and uploads. Every provider visit logged with date, provider, and note. Gaps in treatment are surfaced before they become adjuster arguments.

MEDICAL RECORDS TRACKING

Every provider tracked: request sent, records received

Track every medical provider from not-requested through summarized. Record request dates, receipt dates, and review status. Gaps in the medical record flagged before the case goes to demand.

LIEN MANAGEMENT

Medicare, Medicaid, health insurance, net-to-client calculated

Medicare, Medicaid, and health insurance subrogation liens tracked per case. Net-to-client calculated from gross recovery minus fees and liens. MMSEA notice status tracked. MSA flag fires when Medicare involvement is detected.

AI DEMAND LETTER DRAFTING

Liability narrative, medical specials, wage loss, drafted

Demand letter drafted from case data: liability narrative, treatment summary, itemized medical specials, and wage loss documentation. Attorney sets the demand figure and reviews before sending. Never filed automatically.

ADJUSTER COMMUNICATION LOG

Every contact logged: offers, counteroffers, response deadlines

Every adjuster contact logged with date, method, contact name, and note. Verbal and written offers tracked chronologically. Response deadlines surfaced. The negotiation record builds as the team works the file.

WAGE LOSS CALCULATION

Pre-injury wage, weeks out, partial weeks, calculated

Wage loss calculated from employer documentation already in the case record. Pre-injury wage, total-out weeks, and partial disability weeks calculated separately. Attorney-verified before use in demand or filing.

SETTLEMENT DISBURSEMENT WORKSHEET

Gross to net: fees, liens, costs calculated

Disbursement worksheet: gross settlement minus attorney fee, liens, and costs equals net to client. 2.5× specials shown as a starting-point planning suggestion, clearly labeled as a suggestion, not a settlement prediction or case valuation.

FOLLOW-UP SEQUENCES

Consumer lead follow-ups, automated and logged

Automated follow-up sequences for consumer lead intake. Every touchpoint logged. Sequences are consumer-lead outreach only, not attorney-to-represented-client communication.

TREATMENT TIMELINE

Treatment timeline organized from the record

Every provider visit logged from intake and uploads, with gaps in care flagged before the adjuster finds them

WAGE LOSS + LIENS

Wage loss and liens surfaced together in every demand package

Wage loss calculations and lien balances both feed the same demand letter and settlement worksheet, so nothing gets left out of the number

DEMAND PACKAGES

Demand packages with every version kept

Every redraft is saved before the next one overwrites it, so the negotiation history stays with the case

Newest

NEWEST CAPABILITY

AI Demand Package, included

Draft a demand letter pulled from the treatment timeline, wage loss calculation, and lien balances, with the attorney setting the demand figure before anything goes out.

Scope and limits

Settlement disbursement worksheets are planning tools. The 2.5× specials figure is a starting-point suggestion: not a settlement prediction, verdict estimate, or case valuation. It should not be communicated to clients without independent attorney judgment.

Follow-up sequences are consumer lead follow-ups only. They are not attorney-to-client communication sequences for represented clients.

AI-drafted demand letters require attorney review before sending. The attorney sets the demand figure. The letter is never sent automatically.

Payment and fee collection, attorney-to-client follow-up automation, IME scheduling, subpoena generation, and recorded-statement management are not included.

Trust layer

Client data stays protected

AES-256 encryption at rest and in transit
Row-level security, you see only your clients
Client data stored in US regions (Supabase, AWS us-west-1)
Signed audit log on every case action
All AI outputs labeled, never sent or filed automatically
IOLTA trust accounting workflows (configure per your state bar requirements)

Your practice is not broken. Your workflow is fragmented.

Most solo and small-firm attorneys already use plenty of software. The problem isn't the tools, it's that none of them work like a legal workflow.

EmailGmail / OutlookCalendarGoogle / OutlookGoogle DriveDocuments & filesLawPayPaymentsBestCaseFiling softwareCourt PortalPACER / CM-ECFIntake FormTypeform / JotformSpreadsheetCase trackerClient TextsPersonal phonePDF TemplatesWord / AdobeQuickBooksAccountingCalendlyScheduling
DocketBuddy
Practice workflow platform
Client Intake
Branded roadmaps, intake links, prospect conversion
SOL Tracking
State-aware SOL and notice tracking, countdowns by matter
Deadlines
Notice deadlines, filing windows, and hearing dates organized
Medical Records
Injury intake, treatment tracking, IME coordination
Demand Workflow
Wage loss calculator, adjuster communication log, demand prep
Client Portal
Messaging, document requests, status, one place
Billing & Trust
Contingency tracking, fee agreements, IOLTA-ready
Lien Management
Medicare, Medicaid, and insurer lien tracking
Conversion first. Roadmaps and intake links move prospects before the next callback
One repeatable rail. Docs, messages, deadlines, calendar, time, and billing stay tied to the matter
Attorney review stays. Drafts, calculations, and filing-ready work stay review-required

One self-serve price per practice package. Unlimited matters. No per-case fees or per-seat software charges.

Live now

You charge a flat fee, so do we

$99/month per practice package. Every feature included for that package, two additional seats included. No feature tiers, no upsells; usage services pay-per-use, never required. Personal Injury workflows are live now. Need more practice packages or staff access? Book a guided walkthrough and we’ll set it up with you (staff access isn’t billed per seat). Annual billing on the self-serve tier saves 20%. See full pricing →
Your 30th case costs the same as your 3rd, in your practice and in your software
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Personal Injury is live now

Start with a 14-day free trial. No credit card required.

Start free, no credit card

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What's included in every plan:

State deadline tracking with SMS at 90/60/30/14/7 days
Treatment timeline with gap detection
Medical records tracking, provider and record status
Medicare, Medicaid, and health insurance lien tracking
Net-to-client calculation with MSA flag
AI demand letter drafting, attorney review required
Adjuster communication log
Wage loss calculation from employer documentation
Settlement disbursement worksheet
Consumer lead follow-up sequences
IOLTA trust accounting
Client intake portal
Time tracking and invoicing
Email and chat support
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Start free today

Personal Injury workflows are live now.

Start free, no credit card

No sales call · Unlimited matters · No credit card to start

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