A case operating system for plaintiff personal-injury firms

The case file builds itself.From the first call to the final wire.

Intake. Research. Motions. Client communications. Medical-records ordering. Demand drafting. Casemoat runs the chain a paralegal would run — only it doesn't go home at 5.

First pilot · A Dallas plaintiff personal-injury & tort firm · 2026

Why this exists

Most plaintiff firms are paralegal-bound. Casemoat unbinds them.

The bottleneck

Paralegal-hours per case

A clean PI auto file takes 20-40 paralegal hours to build. Medical-record chases, demand drafts, status updates, scheduling, document chronology — the file moves at the speed of one human.

The shift

The file builds itself

Intake email or call → structured case file. Research, demand, medical chronology, motion templates — drafted on click, reviewed by the attorney, sent the same day.

The leverage

One attorney. Ten times the work.

The same attorney who managed 80 cases now manages 400 — and reviews them, instead of building them. Quality goes up. Caseload goes up. Overhead comes down.

What Casemoat does

The whole chain. One system.

01

Intake — email + phone

Inbound calls and emails to your intake number land as structured intake records in seconds. Caller information, fact pattern, jurisdiction — all extracted automatically.

02

Case research

Liability theory, comparable verdicts, statute analysis, defense counter-arguments — Casemoat pulls the legal research a first-year associate would spend a week on.

03

Case ranking

Every intake scored on liability strength, damages potential, and recovery probability. You see at-a-glance which cases to take and which to pass on — with the reasoning attached.

04

Client portal

Every accepted client gets their own signed-in portal. Status updates, document upload, AI-assisted Q&A, appointment scheduling with rehab and treating providers — autonomous.

05

Medical records + chronology

HIPAA-compliant records requests sent on auto, providers tracked, records ingested, medical chronology built. The file you used to wait six weeks for is ready in three days.

06

Demand letter + filings

Texas-tort-framed demand letter drafted on a click. Standard motions templated. Filings logged. Deadlines tracked against the Texas Rules of Civil Procedure.

07

Insurer communications

A negotiation cockpit that tracks every offer, every counter, every adjuster authority cap. The attorney drives. Casemoat drafts. The attorney sends.

08

Resolution

Whether it settles or it doesn’t, the package is ready. Release language, wire instructions, fee disbursement — and a settled case is a closed case the same day.

The math

One attorney with Casemoat, more output than the firm next door.

400+

cases per attorney per year (realistic ceiling)

caseload throughput vs. the paralegal-bound shop

70%

reduction in case-build hours per file

<24h

intake call to first-draft demand letter

Estimates · For modeling only · Real firm-level numbers covered under NDA

Who builds this

“Big legal-tech sells to BigLaw at $100K a seat. We sell to a three-attorney plaintiff shop at a fraction of that, and we ship in a week — not after eighteen months of procurement.”

Feild Patten · Patten Labs · Dallas, TX

Access · By invitation

See the system running.On a real, working pilot.

The system is private until your firm signs an evaluation agreement. Tell us who you are and we'll get you credentials.