Stop Losing Billable Hours to Invoice Chaos Reclaim Your Time with Custom AI Automation

How does your AI ensure compliance with HIPAA and state bar rules for PI invoices?

Compliance is non-negotiable in personal injury law. Our custom systems incorporate built-in encryption for all data handling, automated logging of every transaction to meet HIPAA standards, and rule-based checks aligned with your state's bar ethics—such as California's contingency fee disclosures. We train the AI on your specific policies during discovery, achieving 100% audit readiness. Unlike generic tools, we avoid one-size-fits-all risks by tailoring safeguards to PI scenarios like client fund segregation. Firms we've partnered with pass external audits without issues, saving hours on manual reviews.

Off-the-shelf tools often fail PI firms because they can't handle unstructured data from settlement docs or complex lien calculations. Our custom AI is built for your workflow—extracting fees from PDFs, auto-matching against case expenses, and integrating with tools like Clio. This flexibility cuts errors by 95%, per our benchmarks, while generic apps force workarounds that waste time. We own the code, so you own the system, avoiding subscription traps that drain 20-30% of your budget yearly.

How long does it take to implement the invoice processing automation?

Implementation varies by firm size, but most PI practices see a working prototype in 4-6 weeks after our initial audit. We start with mapping your current processes—say, handling auto accident disbursements—then build and test integrations. Full rollout, including training, takes 8-10 weeks total. This phased approach minimizes disruption; one client went live during peak season without missing a beat, processing 200 invoices seamlessly from day one.

Can this integrate with our existing case management software?

Absolutely. We specialize in deep, two-way integrations with platforms like Clio, PracticePanther, or even custom CRMs used in PI firms. Our AI pulls invoice data directly from case files, updates financials in real-time, and pushes approvals back without manual intervention. This creates a single truth for your settlements, reducing discrepancies that plague 70% of firms using disconnected tools. We've connected over 150 systems, ensuring reliability even during high-volume litigation periods.

What kind of support do you provide after launch?

Post-launch, you get dedicated support from our engineering team, including monthly performance reviews to optimize for your evolving needs—like scaling for more medical malpractice cases. We offer unlimited tweaks in the first year, plus 24/7 monitoring to prevent downtime. Unlike agencies that vanish after billing, we're invested in your success; one firm called us mid-trial for a quick lien fix, resolved in hours, keeping their case on track.

Is the system secure for handling sensitive client financial data?

Security is paramount for PI invoices involving personal injury settlements. We use enterprise-grade encryption (AES-256), role-based access, and SOC 2 compliance to protect data at rest and in transit. AI models are trained on anonymized datasets to avoid breaches, with automatic redaction of PII like medical details. Regular penetration testing ensures robustness—far beyond basic tools. Our RecoverlyAI platform, used in regulated collections, demonstrates this: zero incidents across thousands of transactions.