77+ capabilities, in eight groups.
This is the unabridged list — the agentic work, the document intelligence, the money, and the operational spine of a personal-injury firm, in one platform at one price. Every item below ships in the PI edition today. What isn’t live is named plainly at the foot of the page. For the AI-forward tour, start on the PI overview.
Documents & drafting
Author once, review, sign, and send — without leaving the matter.
- Multi-pass demand generation — watch Justine draft: dossier → analysis → strategy → narrative → compose → QA flags → exhibit index
- Synchronous drafting for other letter templates
- Draft persistence and full generation history
- Document library — upload, view, organize
- Attorney-review workflow — submit → return for revisions with tasks
- Editing, finalize, and threaded comments
- Firm letter templates
- In-app e-signature — native ESIGN / UETA, hash-chained audit trail + Certificate of Completion
- DocuSign (bring-your-own) — connect your own DocuSign account with your own integration key to view your existing envelopes; native e-signature is the default
- Send via Outlook (Microsoft 365)
- Cloud import / export — Microsoft 365 + Dropbox
Medical & records
Read the record, build the chronology, price the damages.
- Medical-record analysis — summary, chronology, expenses, gaps
- CPT / ICD codes view, with overrides and a codes-reviewed attestation
- Structured re-extraction on demand
- Quick Analyze — drop a record and auto-build a case
- Medical Damages Matrix — provider × payment source
Case strategy & intelligence
The reasoning surfaced, with its evidence and its confidence.
- Matter Intelligence panel — jurisdiction, venue, coverage, liens, firm-carrier history, opportunity + risk flags
- Value Simulator — drag the drivers, watch the range move
- Net-to-Client Waterfall
- Case strategy and stage brief
- Explainable-AI surfaces — deliberation trace, counterfactuals, factor cards, confidence, anomaly, field provenance
- AI Activity feed
- Outcome statistics — settlement-value distribution and case-outcome statistics from firm + venue history (heuristic, not a trained ML model)
- Ask over your documents — semantic RAG search across the matter’s records and filings, answers with citations
- Similar-case leads — AI-suggested starting points for your own research (unverified; not precedent)
Case management
The whole matter, composed and auditable.
- Full matter CRUD with a status pipeline
- Composed case timeline — activities, chronology, billing, and docs, with treatment-gap flags and citations
- Tamper-evident case audit trail
- Typed case notes — 13 types, pin and search
- Contacts
- Medical treatment ledger
- Expenses & costs
- Liens & subrogation
- Litigation-funding loans
- Discovery register
- Insurance policies
- Settlement-negotiations log
- Appointments
- Pleadings
- Case vitals
- Phases
- Checklists
Deadlines & compliance
The clock, watched — and the packet, prepared.
- Firm-wide and per-case deadlines
- Deadline-reminder automation — 7-day, 24-hour, 1-hour, and overdue emails
- Rules-based California docketing — statute-cited, advisory
- Deterministic statute-of-limitations tracking
- Tasks with stats
- E-filing packet prep — checklist and tracker (preparation, not direct submission)
Intake & clients
From first contact to open matter, structured and conflict-checked.
- AI client intake chat — public, empathetic, one question at a time
- AI attorney intake copilot
- Intake → structured-case extraction
- Three specialist document extractors — Coverage Analyst, Intake Specialist, Investigator — field-level, with source-doc + page citations
- Firm-branded public intake portal
- Submissions inbox
- Leads CRM
- Conflict check
- Shared inbox
- Client email — real messages with a per-case thread
- Client texting (SMS) — opt-in, STOP-compliant, with an attorney-alert number-privacy relay (Azure Communication Services)
Trust & settlement money
PI runs on trust dollars — handled to the ledger line.
- IOLTA / trust accounts — last four only
- Immutable trust ledger
- IOLTA three-way reconciliation
- Settlement disbursement statement — gross → fee → costs → liens → net, as PDF
- Disbursement and lien math
Firm ops & insight
The command center for the whole book of business.
- Dashboard command center with AI insights
- Morning Rounds
- Portfolio risk radar
- Reports with CSV export
- Firm analytics
- Member management and invites
- Communication templates
- ⌘K spotlight
- Secure multi-tenant isolation (row-level security)
- CCPA / CPRA privacy suite — know, export, delete, correct, with a DSAR ledger
- Full audit trail with WORM archival
- Feature flags
- Impersonation (audited)
Named plainly, so you can trust the rest.
We label roadmap and not-built capabilities as exactly that — they are never presented as shipped. The following are not live today:
- Direct court e-filing submission — Justine prepares the packet and tracks it; she does not file
- Fax
- Phone intake / telephony — client intake is a live web chat, not a phone line (on the roadmap)
- Filevine integration — on the roadmap; the turnkey approved integrations today are Microsoft 365 and Dropbox (DocuSign is a bring-your-own connection)
- Client case-portal — on the roadmap; the firm-branded public intake portal is live and distinct from it
- Clio and other third-party case-management connectors
- Bank auto-feed for trust reconciliation
- Single sign-on (SAML / Microsoft Entra ID) — available under enterprise terms, not a shipped self-serve feature
- The four other practice-area editions (MT, MM, IB, EL) — only PI and WC (applicant-side, California) are calibrated today
JustineAI™ PI is legal-workflow software, is not a law firm, and its outputs are not legal advice.
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JustineAI™ PI is legal-workflow software, is not a law firm, and its outputs are not legal advice.