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LawNestPersonal injury
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Personal injury

From accident call to settlement — every record on the file.

PI cases move fast at intake and slow through treatment. LawNest tracks leads, medical records, lien negotiations, and billing milestones on a matter-first workspace with flat firm pricing.

How it works for your practice

Step 1

Intake

Capture accident details, injury type, and insurance info through your public inquiry link. Qualify leads on the pipeline board and send intake forms once you take the case.

Step 2

Matter & checklist

Open a PI matter template with tasks for records requests, lien identification, and demand preparation. Track every document as it arrives — police reports, imaging, and treatment notes.

Step 3

Billing

Log case expenses and hourly work on the matter. When settlement arrives, invoice with clear fee and cost breakdowns. Trust accounting helps manage client disbursements on Firm plan.

Step 4

Client portal

Clients upload photos, medical bills, and wage loss documentation directly to the matter. They view case updates and signed retainer copies without calling the office for every question.

  • Lead pipeline for web inquiries, referrals, and intake coordinators
  • Matter checklists for police reports, medical records, insurance correspondence, and lien letters
  • Track treatment timelines and statute-of-limitations deadlines on the calendar
  • Contingency fee tracking with expense logging ready for settlement accounting
  • Clients upload accident photos and medical bills through the portal
  • Workflow rules create follow-up tasks when records requests go unanswered
Matter managementLegal billingFor solo lawyersStart free trial

Open your practice

Your inquiry link could be live tonight.

Start a 14-day trial, copy your public form, and watch your first lead land in the pipeline.

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LawNest

Practice management for solo lawyers and small firms — intake, matters, billing, and client portal in one matter-first workspace.

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