Plaintiff case management software built for the entire lifecycle.
Track every case from intake to settlement with documents, notes, deadlines, expenses, messages, and team activity — all in one place. Built exclusively for contingency fee plaintiff firms.
Johnson v. Metro Insurance
Auto accident · Texas · Case #3847 · Opened Jan 15, 2026
Attorney
Sarah M.
Paralegal
Tom K.
Case type
Auto accident
Demand
$185,000
Last offer
$92,000
Case costs
$4,200
Fee split
33.3%
Medical expenses
$38,400
Liens
$12,000
Recent activity
Case pipeline
Every case moves through a clear pipeline.
Six plaintiff-specific stages — designed around how PI cases actually progress. Every case is always in exactly one stage, visible to your whole team.
Johnson v. Metro Insurance
Auto accident · TX
Williams v. City Hospital
Med malpractice · FL
Garcia v. SafeRide Co.
Slip & fall · CA
Rodriguez v. Builder LLC
Product liability · NY
Chen v. Memorial Hosp.
Med malpractice · TX
Case detail view
Everything about a case. On one screen.
No clicking through five tabs to get a full picture. Every case in Lextiff shows the complete picture — instantly.
Johnson v. Metro Insurance
Auto accident · Texas · Opened Jan 15, 2026 · Case #3847
Attorney
Sarah M.
Paralegal
Tom K.
Case type
Auto accident
Demand
$185,000
Last offer
$92,000
Case costs
$4,200
Fee split
33.3%
Medical bills
$38,400
Liens
$12,000
Case progress
Activity log
Documents (14)
Open tasks (3)
Get full ER records
Tom K. · Due tomorrow
Follow up adjuster
Sarah M. · Due Jan 20
Verify lien — Medicare
Tom K. · Due Jan 25
Deadlines
Your entire team stays aligned. On every case.
Notes, internal messages, tasks, and activity logs — all attached directly to the case they belong to. No hunting through email. No asking for updates. Everyone knows exactly what's happening.
- ✓ Internal notes — visible to the whole team
- ✓ Case messaging — threaded conversations per case
- ✓ @mention team members on any case
- ✓ Task assignment with due dates
- ✓ Task completion tracking
- ✓ Activity log — who did what and when
- ✓ Role-based access — attorneys, paralegals, staff
- ✓ Workload view — cases per attorney
Case messaging thread
Johnson v. Metro Insurance — Team
Just spoke with adjuster Webb. They're at $92k but hinting they can go higher with more medical documentation.
Uploading the full ER packet now — 8 files. Also found the ambulance report we were missing.
@Tom K. that ambulance report is critical. Can you also get the grocery store incident report before we respond?
On it. Flagging — SOL is 47 days out. We need to move on this fast.
Task management
Case tasks
+ Add taskObtain full ER records from Miami General
Tom K. · Due Tomorrow
Follow up with adjuster Webb — counter offer
Sarah M. · Due Jan 20
Verify Medicare lien amount
Tom K. · Due Jan 25
Request grocery store incident report
Tom K. · Due Jan 18
Schedule client update call
Sarah M. · Due Jan 22
Case document library
Documents — Johnson v. Metro Insurance
+ Uploadmiami-general-er-records.zip
Medical Records · 8 files · 24MB
retainer-agreement.pdf
Legal Documents · Signed by client
demand-letter.pdf
Legal Documents · Sent to adjuster
police-report.pdf
Evidence · Official report
metro-insurance-policy.pdf
Insurance · Defendant policy
ambulance-report.pdf
Medical Records · Newly uploaded
Documents live inside the case. Always.
Every document uploaded to a case stays attached to that case forever. Medical records, police reports, retainers, demand letters, signed documents — all organized, searchable, and accessible to your whole team.
- ✓ Unlimited document storage per case
- ✓ Categorized by document type
- ✓ Instant search across all documents
- ✓ Team-wide access with role permissions
- ✓ Generated documents saved automatically
- ✓ Signed e-signature documents stored per case
- ✓ Document packages — multiple files bundled
- ✓ Full audit trail per document
Deadlines are impossible to ignore.
SOL deadlines, filing deadlines, court dates, and task due dates — all tracked automatically and surfaced with color-coded urgency. Your team gets alerted at 180, 90, 30, and 7 days before every critical date.
- ✓ SOL auto-calculated from incident date + case type
- ✓ All 50 states — rules built in
- ✓ Filing, discovery, and court dates tracked
- ✓ Color-coded urgency — red, amber, green
- ✓ Alerts sent at 180, 90, 30, and 7 days
- ✓ SMS + email to assigned attorney and paralegal
- ✓ Firm-wide deadline dashboard
- ✓ Deadlines visible on every case screen
SOL deadline
Mar 15, 2026
47 days remaining
Filing deadline
Feb 28, 2026
32 days remaining
Court date
Apr 10, 2026
75 days remaining
Discovery deadline
May 1, 2026
116 days remaining
URGENT: SOL Deadline in 47 Days
Alert sent to Sarah M. and Tom K. — Johnson v. Metro Insurance expires March 15, 2026. Immediate action required to file or obtain extension.
Every expense stays attached to the case.
Medical bills, expert fees, filing fees, investigator costs, and liens — all tracked per case. Know your exact cost basis before you accept any settlement offer. No surprises at closing.
- ✓ Case costs — filing fees, experts, investigators
- ✓ Medical provider bills per case
- ✓ Medicare and Medicaid liens
- ✓ Attorney and provider lien tracking
- ✓ Expense categories and reporting
- ✓ Running total visible on case dashboard
- ✓ Auto-deducted in settlement calculations
- ✓ Export for accounting
Case expenses breakdown
Johnson v. Metro Insurance — Expenses
Settlement tracking
Williams v. City Hospital
In negotiationOffer history
Distribution at $210,000
Settlement history stays visible. Always.
Log every demand, offer, and counter. Track the full negotiation timeline. Calculate the exact distribution — attorney fees, lien payments, case costs, and client net recovery — automatically. Full transparency at closing.
- ✓ Demand letter amount and date
- ✓ Full offer and counter-offer history
- ✓ Lien resolution workflow
- ✓ Auto-calculated attorney fee split
- ✓ Settlement distribution breakdown
- ✓ Client net recovery calculation
- ✓ Settlement statement generation
- ✓ Referral fee tracking
Every action leaves an audit trail.
Every document upload, case update, message sent, task completed, and status change is logged with a timestamp and user identity. Full accountability across your entire firm — automatically.
- ✓ Every action logged — who, what, when
- ✓ Document upload and access tracking
- ✓ Status change history
- ✓ Message and note history
- ✓ Task creation and completion log
- ✓ Settlement action tracking
- ✓ User-level activity reporting
- ✓ Full case history from intake to close
Full case audit trail
Activity log — Johnson v. Metro Insurance
Uploaded ER medical records — 8 files (miami-general-records.zip)
Sent counter-demand letter — $185,000 to adjuster James Webb at Metro Insurance
SOL alert triggered — 47 days remaining. Email + SMS sent to Sarah M. and Tom K.
Moved case from Active to Demand Sent stage
Added expense: Accident reconstruction expert — $2,800
Client signed retainer agreement — e-signature confirmed Jan 15, 2026 at 2:14 PM
Case created from intake #4821 — Maria Rodriguez converted to case
Case management by numbers.
Screens across the platform
Cases on any plan
Plaintiff-specific pipeline stages
Access from any device
Audit trail on every action
For every case, document, and conversation
Included in Case Management.
Not a basic case tracker. A complete plaintiff case operating system.
Stop chasing updates.
Keep every case in one place.
Every case, document, conversation, expense, and deadline — tracked automatically in one platform built exclusively for plaintiff firms.
No credit card required · Setup same day · Cancel anytime