Personal Injury Operations
PI Case Management & Operations
CasePeer and Filevine compared as the two realistic PI case-management options — plus EvenUp as the AI demand layer that works alongside either system. No rankings, no scores, no checkmark grids.
What this covers
PI-specific case management and the AI demand-preparation layer. The central decision is CasePeer vs Filevine — system of record, firm-size fit, and setup burden. EvenUp is included separately as an adjacent workflow tool, not as a case management alternative.
What this doesn't cover
Intake CRM and call-answering tools (Lawmatics, Smith.ai) are covered in the Intake & CRM matrix. General practice management platforms (Clio, MyCase) are in the PM matrix. This matrix does not recommend a platform for your specific firm — use the free Intake Audit for that.
| Platform | Firm size | Setup | Where it fits | Skip if |
|---|---|---|---|---|
| CasePeer PI-native case management — treatment tracking, lien management, and settlement stages built in, not configured from scratch No commercial relationship | SoloSmallMid-size | Medium Implementation support recommended; typically live in 2–6 weeks | Solo to small PI firm (under 6 attorneys, under 100 active matters) that wants purpose-built case staging without Filevine's implementation overhead. PI-native workflows are available out of the box — no custom configuration required to run a standard PI matter. | Firms outside personal injury. Firms approaching 100+ active matters where Filevine's deeper reporting and customization justify the cost. Firms handling multiple practice areas that need a generalist platform. |
| Filevine Enterprise PI and litigation case management — highly configurable case workflows, document automation, and operational reporting for mid-size firms No referral relationship | Mid-sizeLarge | High Dedicated implementation required; plan for 3–6 months | PI or litigation firm with 6+ attorneys that needs deeply customizable case stages, document automation, and robust operational reporting. Worth the 3–6 month implementation runway when case volume and operational complexity have outgrown a simpler platform. | Firms under 6 attorneys. Firms that need to be operational in under 60 days. Firms without a dedicated operations resource to own the implementation. General practice firms where PI depth is overkill. |
| EvenUp AI demand layer AI-generated demand letters and medical chronologies — sits on top of any PI case management system, not a replacement for one No commercial relationship | SoloSmallMid-size | Medium Implementation support recommended; typically live in 2–6 weeks | PI firm where demand preparation is a measurable throughput bottleneck — typically 50+ active matters with a steady demand-stage pipeline. Works with either CasePeer or Filevine. Strongest for standard auto and premises liability with insurance-company defendants. | Firms outside personal injury. Mass tort, workers' comp in demand-exempt jurisdictions, or cases without insurance demand letters as the resolution path. Low-volume PI practices where per-demand cost outweighs the time savings. |
How to use this matrix
The case-management decision comes first: CasePeer for firms that want PI-native workflows without heavy implementation overhead, Filevine for firms with the volume and operational maturity to justify a 3–6 month build-out. The threshold is roughly 100 active matters or 6 attorneys — below it, CasePeer is usually the better starting point; above it, Filevine's configurability and reporting start to earn their cost.
EvenUp is a separate decision that comes after the case-management platform is in place. It addresses demand-preparation throughput — a real bottleneck for mid-volume PI firms, but not a problem that needs solving before the case-management foundation is stable.
Intake and call-answering tools (Lawmatics, Smith.ai) are adjacent to this decision. See the Intake & CRM matrix →
Comparisons
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