Back to Use Cases
Native CRM for plaintiff firms
One live file for matters, people, coverage, bills, notes, and tasks.
Ground truth
The live file
Search for a native CRM for a plaintiff firm and you usually get another case-management product to migrate onto. AutoCounsel is built around the live file, whether that file is AutoCounsel’s native CRM or the system the firm already keeps.
A native legal CRM here means one matter record for people, coverage, treatment, bills, documents, notes, and tasks. Agents read that file, decide what is next, and write the result back. Staff take the exceptions. The attorney stays on legal judgment.
Most firms should not rip out Litify, CasePeer, Clio, or the rest of the desk. Keep those tools. Use AutoCounsel’s native CRM only when the firm wants the file and the agents in one place. Same intake-to-demand work either way.
Matters · Parties · Coverage · Clinical file · Tasks · Documents
Book a strategy demo
The live CRM is ground truth: attorneys edit it, agents and generation read it- One queue: agents create, prioritize, and assign; staff watch the list and handle what lands
- Proposed updates to injuries, procedures, and billing wait for a person to accept them
- Firms that already have a CMS write back to Litify, CasePeer, Clio, and more; firms that need a file can use AutoCounsel’s native CRM
More use cases