Meet Case Assistant: Real-Time Medical Record Insights, Built for PI Law

Integrate your CRM with other tools

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How to connect your integrations to your CRM platform?

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Techbit is the next-gen CRM platform designed for modern sales teams

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Why using the right CRM can make your team close more sales?

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What other features would you like to see in our product?

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The process of manually reviewing medical records has long been a source of frustration and delay for personal injury law firms. Attorneys and paralegals are often buried under thousands of pages, sifting through complex medical data, handwritten notes, and disorganized timelines. Any missed detail or delayed medical summary can hold up negotiations, impact discovery deadlines, and ultimately reduce a firm’s productivity.

Our latest advancement, Case Assistant, changes that. 

Built into the LawPro.ai platform, Case Assistant lets users ask natural language questions about medical records and instantly receive accurate, source-cited answers. It’s the fastest way to find critical facts, draft demand letters, and move cases forward with confidence.

Imagine being able to ask:

“How soon did treatment begin after the incident?”
“What were the pain scores over time?”
“When was the MRI performed?”
“What providers treated the plaintiff in May 2025?”
“Were there any missed follow-up appointments?”
“Draft a demand letter.”

Now you can, directly within your LawPro.ai case file.

What is Case Assistant?

Case Assistant isn’t just another chatbot. It is your AI-powered legal co-counsel, purpose-built for personal injury law. Designed for real-world legal pressure, Case Assistant gives you instant, conversational access to structured medical data, backed by verifiable citations from your case timeline. No more combing through pages of records or relying on static summaries.

Whether you’re preparing for deposition, negotiating with an adjuster, or mapping out case strategy, Case Assistant delivers fast, trusted answers when you need them most.

How Case Assistant Works

Attorneys and paralegals can use Case Assistant live during adjuster calls, negotiations, depositions, or case evaluations for instant insights. 

Here’s how Case Assistant works within the LawPro.ai platform: 

  1. Upload medical records to a case on LawPro.ai.

  2. Once processing is complete, go to the Medical Timeline tab. Click the Case Assistant button at the top of the timeline.

  3. Start a new chat by typing a question or selecting a suggested one to begin.

  4. Receive responses with clickable citations linking directly to the timeline.

  5. Copy answers into demand letters, prep notes, client updates, and more.

  6. Provide feedback with thumbs up/down to improve future responses.

  7. View your chat history anytime. Conversations are saved at the case level and private to you.

Ways Law Firms Can Benefit from Case Assistant

Traditional methods of medical record review — whether in-house or outsourced — can be slow and resource-intensive. The most skilled legal professionals typically need weeks or even months to organize and analyze records. Even with seemingly sufficient time and staffing, human error or incomplete information are not uncommon in the process. 

Case Assistant eliminates bottlenecks by delivering precise answers when you need them most. Whether you’re in the middle of a live adjuster call or prepping a case summary, you’ll have the evidence-backed facts at your fingertips. And unlike generic AI tools, Case Assistant is grounded in your actual case data. Every answer comes with a citation you can trust.

With Case Assistant, your growing law firm can: 

  • Accelerate Prep: Summarize treatment timelines, diagnoses, referrals, and billing with simple prompts.

  • Verify Facts Instantly: Check follow-up appointments, missed treatments, or provider details in real time.

  • Draft Injury Claims Documents with Confidence: Generate compelling and citation-backed summaries to support drafting a mediation statement, arbitration statement, a deposition prep document, a demand letter, and more.

  • Support Live Negotiations: Use Case Assistant in real time during settlement conversations with authority.

LawPro.ai’s platform is already recognized for its ability to automate and organize massive volumes of medical records, transforming them into actionable insights and comprehensive timelines. Case Assistant builds on this foundation, making those insights instantly accessible and fully transparent.

See The Transformation Yourself

Ready to see the difference that Case Assistant can make in managing your personal injury caseload? Case Assistant is now live and available free of charge to all LawPro.ai customers through July 15. After that, it will be included with all annual contracts. Firms currently on annual plans receive immediate, ongoing access at no additional cost.

Watch a two-minute demo of Case Assistant in action: demo video. For questions or support, contact your Customer Success Manager or email support@lawpro.ai.

New to LawPro.ai? Welcome! Discover how our platform can help your firm deliver superior results for your personal injury clients. Book a demo today. 

Schedule a Demo

Start using the Legal AI platform of the future, today.