Know what your firm has settled
Connect your CRM. EZ Case extracts every settlement, demand, and disbursement — so you walk into every negotiation with the intelligence the carriers have had all along.
EZ Case is built end-to-end for plaintiff personal injury firms — from the intake call to the settlement check. Nine products, one shared context: every product reads every record, cites every source, and gets sharper with every case you close.
Every product anchors to what your firm has actually settled — and cites every fact back to source.
WORKS WITH THE CASE MANAGEMENT SYSTEM YOU ALREADY RUN







The carriers have profiled plaintiff firms for thirty years. EZ Case answers back — an integrated platform where every product reads everything, and every product makes the others stronger.
Connect your CRM. EZ Case extracts every settlement, demand, and disbursement — so you walk into every negotiation with the intelligence the carriers have had all along.
Demands drafted in minutes. Chronologies that build themselves. Ledgers that update as records arrive. Intake to settlement, faster, with fewer hands and no loss in quality.
Missing documents, un-negotiated liens, stalled cases, urgent client emails. EZ Case watches for all of it — and surfaces it before it costs a settlement.
Repetitive drafting, status calls, manual filing, weekly check-ins — automated. Your team spends its time on client relationships, case strategy, and trial prep.
KNOW WHAT YOUR FIRM HAS SETTLED
BUILD EVERY CASE FASTER
Comprehensive demands drafted in minutes, in your firm's voice, from your firm's best prior work — built to hit policy limits.
Explore →A complete medical timeline of the client's treatment — pulled from every record, bill, and email, built automatically and continuously.
Explore →A complete financial picture of every case — bills, adjustments, liens, and net-to-client — built automatically as documents arrive.
Explore →A live, intelligent map of the providers your firm refers to — with the context to choose the right one, every time.
Explore →CATCH WHAT'S SLIPPING THROUGH
The intelligent review layer that watches every case and surfaces what needs attention — before it costs you a settlement, a deadline, or a client.
Explore →A 24/7 watcher on the firm's inbox that catches every update and urgent message — and turns each one into a tracked task with accountability.
Explore →FREE YOUR TEAM TO DO THE WORK THAT MATTERS
A senior associate who has read every page of every case file — available to anyone on your team, any time, with answers cited back to source.
Explore →An AI voice agent that answers client calls about their case 24/7 — connected to every record in EZ Case, giving real, current, sourced answers.
Explore →This is the difference between AI features inside a law firm and AI built for one. Every range, every draft, every flag is anchored to your firm's own records and traceable to source — explainable, defensible, and ready for the negotiation table.
EZ Case makes sure we stop leaving money on the table. Settlement Genius anchors every demand to what we've actually recovered, and Case Signals catches the cases about to settle for too little before they ever close. At the same time, it gets cases to settlement faster — demands that used to take days are drafted in minutes — and our clients always know exactly where their case stands. We settle for more, we settle sooner, and the client experience is better for it.
Before EZ Case, I was drowning. Hundreds of provider emails a day, no way to know if my case managers had actually followed up, and Neos was such a mess nobody could find anything. The business was running us. Now AI parses every attachment straight into Neos and flags problems before they become problems. My people are focused on the case, not the admin — each case manager carries 120 to 150 open files a month and nothing slips. And the calls from clients asking what's going on? Those stopped.
Every figure is traceable. EZ Case reads your firm's own records — settlements, demands, disbursement sheets, releases, medical bills — and cites each extracted value back to the exact source document, with a confidence rating of HIGH, MEDIUM, or LOW. When a field is missing, it's named explicitly, never quietly guessed. Nothing comes from a national average or a competitor's database. It's your data, your outcomes, shown with the receipts.
EZ Case is decision-support, not a decision-maker. It surfaces ranges, comparable cases, and flags — your attorneys exercise independent professional judgment and make every call. It doesn't practice law, give legal advice, or contact clients or carriers on its own. Because every output is cited and auditable, you keep the oversight your duties of competence and supervision require. We recommend reviewing your jurisdiction's specific guidance on AI use; EZ Case is built to keep the lawyer firmly in control.
Your data stays yours. It is never used to train shared AI models and never shared with other firms. Access is controlled at the firm level with role-based permissions and a full audit trail of who saw what. The platform uses encryption and SOC 2-aligned security practices and is HIPAA-aware for the medical records it handles. The only cross-firm feature — Network View — is strictly opt-in and shares anonymized, aggregate patterns only, never identifiable client or case data.
Because it shows its work on every output. Each extraction carries a confidence rating, every value links to the document it came from, and any field the AI couldn't find is listed explicitly rather than filled with a guess. You can audit any number back to its source page. If something can't be supported, EZ Case says so — it doesn't make it up.
No. It replaces the scramble — the hours spent digging through old files to remember what a case is worth. It surfaces comparable outcomes, a defensible range, and a Minimum Settlement Target; your attorney decides. Think of it as the senior partner's instinct, finally backed by a paper trail.
EZ Case's analysis is internal decision-support, generated for your firm and kept inside your access-controlled environment — never transmitted to carriers or opposing counsel. Whether any particular material is discoverable depends on your jurisdiction and how it's used, so treat it as you would any internal work product. The platform gives you the permissions, retention controls, and audit trail to manage that deliberately.
Your own case history — every matter your firm has resolved — not a national index or anonymized competitor data. EZ Case structures your real outcomes so you can compare like for like: same carrier, same injury type, comparable venue and policy limits. The advantage carriers built from data on you, finally rebuilt from your data.
Yes. EZ Case connects to the system you already use — Filevine, Litify, MyCase, SmartAdvocate, Clio, Neos, CloudLex, Lawmatics, PracticePanther and others — and pulls your case history automatically. No data entry, no spreadsheet rebuild, no internal data project.
No. EZ Case extracts automatically and works around missing fields, dates, and policy limits — naming the gaps instead of breaking on them. Most firms see their first carrier-by-carrier patterns within days of connecting.
No. Most firms start with Settlement Genius — the foundation — and add products as they're ready. Because everything shares one context, each product you add makes the others stronger.
See the platform on your own cases. Schedule a call and we'll show you EZ Case working on your firm's data.
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