Where does each number come from — and can I trust it?+
Every figure is traceable. Settlement Genius 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.
Is it my firm's data only — and is it ever used to train AI or shared?+
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. The platform uses encryption and SOC 2-aligned security practices and is HIPAA-aware for the records it handles. The only cross-firm feature, Network View, is strictly opt-in and shares anonymized, aggregate patterns only.
Does Settlement Genius replace my attorneys' judgment?+
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 makes the call. Think of it as the senior partner's instinct, finally backed by a paper trail.
Does using AI for settlement valuation raise any bar-rule concerns?+
Settlement Genius is decision-support, not a decision-maker. It surfaces ranges and the evidence behind them; your attorneys exercise independent professional judgment and make every call. It doesn't practice law, give legal advice, or communicate with clients or carriers on its own, and 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.
Will it work with the case management system we already run?+
Yes. Settlement Genius 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.
How fast until we see our own ranges?+
Most firms see their first carrier-by-carrier patterns within days of connecting. Settlement Genius extracts automatically and works around missing fields, dates, and policy limits — naming the gaps instead of breaking on them.
