Track leads, matters, medical records, documents, deadlines, settlement activity, client updates, and firm revenue from one platform.
We confirm available workflow scope, onboarding, and any provider requirements before a firm begins rollout.

Personal injury firms need speed at intake and discipline throughout the case lifecycle. Leads must be captured quickly, evidence and medical records must stay organized, and clients need updates without constant phone calls.
Attorney Core helps PI firms connect intake tracking, referral source ROI, case stages, medical records, demand letter drafting, settlement tracking, SMS updates, attorney tasks, matter timelines, and revenue by case or source.
The result is a cleaner operating rhythm for firms handling high volumes of prospects, active matters, documents, settlement work, and client communication.
Personal injury software should make the case chronology, record requests, expenses, and staff handoffs understandable. Walk through a fictional claim from initial inquiry to closing. Keep medical and settlement facts distinct from a software-generated estimate, and ask the responsible attorney to review every legal assumption.
Review owner: Intake staff and responsible attorney
Evidence to check: Contact source, incident information, parties, conflict review, and follow-up ownership remain traceable.
Review owner: Case manager
Evidence to check: Providers, requested records, received files, missing items, and next follow-up are distinguishable for the correct matter.
Review owner: Responsible attorney
Evidence to check: The chronology and important dates are checked against source records and jurisdiction-specific requirements.
Review owner: Attorney and paralegal
Evidence to check: The team can locate supporting documents and expenses and review any draft before sending it.
Review owner: Attorney and accounting reviewer
Evidence to check: Gross amount, fees, costs, liens, and proposed client net are distinguished and independently verified before disbursement.
Use fictional clients during evaluation. Attorneys remain responsible for legal decisions, deadline verification, and review of client communications; accounting and trust processes require the firm’s own review.
Use the free law firm software requirements checklist to record what your team has actually demonstrated.
See Attorney Core in action
A simple walkthrough of how one matter moves through intake, AI assistance, conflict checks, documents, billing, and client updates.
New lead comes through the embedded intake form
AI summarizes the intake and highlights missing facts
Conflict check starts before the consultation
Consultation is booked and tracked on the firm calendar
Matter is created automatically after the lead is qualified
Documents are uploaded, shared, and prepared for signature
Invoice or payment plan is generated from the matter
Client receives a portal, SMS, or communication update
Firm dashboard shows revenue, deadlines, workload, and next steps
Review the product areas your firm wants to evaluate in a guided walkthrough.
Track every inquiry, consultation, qualification status, and source before the lead becomes a retained client.
See which referral partners and campaigns create qualified cases, retained matters, and revenue.
Move PI matters through intake, treatment, records, demand, negotiation, litigation, settlement, and closeout.
Keep requests, received records, lien notes, discovery, photos, and demand packages organized by matter.
Use AI-assisted drafting and matter summaries to prepare client updates, demand drafts, and case narratives faster.
Keep clients informed with matter-based communication history, portal updates, and SMS reminder workflows.
Launch checklist
A clear intake-to-matter workflow
Real product screenshots, not abstract illustrations
Transparent pricing and guided onboarding path
Security controls stated without unsupported claims
A focused 15-minute demo option for attorneys
Trust without hype
Published plans start at $49/user/month · Confirm plan scope, provider requirements, and onboarding during evaluation.
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See the complete intake-to-payment workflow for small U.S. law firms.
Yes. Attorney Core is designed for small U.S. firms that need practical setup, guided onboarding, license-based access, and workflows that do not require a dedicated IT department.
Yes. Attorney Core includes matter-connected billing, invoice workflows, payment plans, document sharing, client portal access, and secure client communication tools.
For most small firms, the cleanest switch focuses on active matters, documents, billing status, deadlines, and staff training first. Attorney Core fits firms that want a guided move away from tool sprawl rather than a heavy enterprise migration.
Yes. Attorney Core is designed around a connected intake-to-matter workflow so firms can collect structured lead details, qualify the opportunity, and carry those facts into the client and matter record with less duplicate entry.
No. Attorney Core is configurable for multiple practice areas, including immigration, personal injury, family law, criminal defense, solo practice, and general small-firm workflows.