Modern legal tech. Within reach.
Affordable software for personal injury firms. Intake, records, tasks and demands, in one modern workspace.
From $25 per user/month. Find your plan ↗
The daily questions
Every firm asks these all day. CasePloy keeps the answers in one place, so nobody has to ask.
How it works
Your client fills in a link, or your team types it in. Names, insurance, doctors and what happened, all on the case from day one.
Every morning, Today lists what is due, which records to chase and which deadlines to check. Tick things off as you go.
Your own Word template fills itself in from the case: names, dates, the medical table. You read it, approve it, and send it your way.
Your letter, filled in
Re:
Date of loss:
Dear ,
Our client was stopped at a red light when your insured, , struck the rear of her vehicle. Her medical bills to date total . We ask that you review the enclosed records and respond within 30 days.
Morgan & Lee
The words you wrote stay exactly as you wrote them. Only the blanks change, case by case.
Your letter, your words
You already write demands your way. Upload that Word file once. From then on, each case fills in the blanks.
The Word file you use today.
Client, dates, policy, the medical table.
Read it, approve it, download the Word file.
What you get
Built around personal injury: motor vehicle, premises liability, medical malpractice, workplace injury and more.
One list of what is due today, for you and for the whole firm.
Every deadline you confirmed, in one list, with the basis written down.
Requests and follow-ups tracked for every provider on the case.
A link your clients fill in. Their answers open as a case.
Your Word templates, filled from the case, with every version kept.
Everyone in one workspace, with the work assigned by name.
Small overhead. Big possibilities.
Everyday casework. Faster demands. A connected firm.
Choose the tools your team needs next.
Organize your cases and daily work.
Billed monthly
Get started with Small FirmCasework essentials
100 requests per user each month, shared by your firm. Case chat, file questions and demand drafting.
Build better demands with less retyping.
Billed monthly
Get started with GrowthAdds demand preparation
400 requests per user each month, shared by your firm. Case chat, file questions and demand drafting.
Coordinate work across the whole firm.
Billed monthly
Get started with PracticeAdds firm-wide workflows
1,000 requests per user each month, shared by your firm. Case chat, file questions and demand drafting.
AI is included in your subscription. No separate AI account or add-on fee. Included requests renew monthly on both monthly and annual plans.
| Feature | Small Firm | Growth | Practice |
|---|---|---|---|
| Cases, contacts, tasks & calendar | ✓ | ✓ | ✓ |
| Client intake & records tracking | ✓ | ✓ | ✓ |
| Time tracking & billing | ✓ | ✓ | ✓ |
| Team access & permissions | ✓ | ✓ | ✓ |
| Demand templates & Word export | — | ✓ | ✓ |
| Automatic letter fields & medical tables | — | ✓ | ✓ |
| Firm branding & letter images | — | ✓ | ✓ |
| Case playbooks & readiness tracking | — | — | ✓ |
| Firm-wide work & case oversight | — | — | ✓ |
| Demand version & delivery history | — | — | ✓ |
| AI case chat & file questions | ✓ | ✓ | ✓ |
| AI demand drafts & proposed case updates | ✓ | ✓ | ✓ |
| AI reads medical records & bills into visits, with page citations | — | ✓ | ✓ |
| Monthly AI requests per user | 100 | 400 | 1,000 |
A little planning, without the spreadsheet.
3 people · Billed monthly
Annual plans are billed upfront for 12 months. Prices exclude applicable taxes. Creating a workspace does not charge you.
A larger team or a few questions? Let’s talk
No. Upload the Word file you use today and mark the blanks once. CasePloy fills them in from each case and gives you back a Word document you can still edit.
Create your account, add your firm, invite your people. You can open your first case the same day. Read about access and setup ↗
Only the people you invite to your firm’s workspace, with the role you give them. Read the privacy overview ↗
Small Firm starts at $25 per user/month. Growth is $45 and Practice is $65. Choose annual billing to save 20%: $20, $36 or $52 per user/month, billed yearly. All prices are in USD. Compare the plans ↗
No. Your team reads and approves the draft. You send it the way you always have, and can note the delivery in the demand’s history.
Personal injury: motor vehicle, premises liability, medical malpractice, workplace injury and other case types. The intake asks the questions that fit the case type.
Ready when you are
Workspace preview. How access works ↗ · Prefer to talk first? Book a call with the owner ↗
