The whole plaintiff case, in one place — and it learns.

• A lead form for your website that captures UTM tags and ad-click IDs with every lead.
• A funnel by source, channel and campaign — leads to signed to settled — with ROI and cost per signed case by channel and source, from the ad spend you enter.
• AI insights that read your marketing numbers — ROI and cost per signed case by channel — and point out what stands out, naming the metrics behind each one.
• Signed and settled outcomes sent back to Google Ads and Meta as offline conversions, once you connect your ad accounts.Beta

See it by roleFirm Owner / Managing PartnerMarketing

• AI triage, plus a suggested case type that staff accept or dismiss.
• Callers the AI voice agent takes in are screened for catastrophic injuries and escalated immediately.
• A conflict check on every lead in intake, against your clients, parties and adjusters.
• New leads routed to a closer by leaderboard performance and current workload.
• Retainers out for e-signature before the matter is even opened.

See it by roleIntake AgentIntake Manager

LitAxis · Intake queue

• An Amazon Connect softphone inside LitAxis, with caller screen-pop and click-to-call.
• Describe how calls should be handled in plain English; AI drafts the call flow for you to edit, simulate and compile to Amazon Connect.
• An AI voice intake agent that writes each answer into the lead as the caller gives it.
• A live call board and call-performance analytics.

See it by roleIntake AgentOperations Manager

• Statute-of-limitations and court-deadline rules you control; computed court deadlines roll off weekends and court holidays.
• Treatment tracking that flags a gap in care before it costs case value.
• An AI case summary and suggested next steps on every matter. LitAxis suggests; your team decides.
• AI Jobs: rules that draft letters and create records-request and follow-up tasks when a case changes — off until you turn them on. Drafted letters wait for a person to review and send.
• A client portal where clients check status, upload documents and ask about their case — answered only from client-safe information.

See it by roleCase ManagerPre-Lit ParalegalPre-Lit ManagerLitigation ParalegalClient

LitAxis · Matter · Treatment

• Medical records become a chronology in which every AI-extracted entry quotes its source. Click an entry to open the record at the cited page, with the quote highlighted.
• Bills found in the records are checked against the matter's medical-expense ledger, and missing ones are flagged to add in one click.
• Document recipes combine facts from the matter with AI-drafted sections, and flag what needs attorney review.
• Retainer templates with conditional clauses — one template across case types and signer combinations.
• Built-in e-signature: several signers in order or in parallel, a tamper-evident signing record, and the executed copy filed to the matter.

See it by rolePre-Lit ParalegalMedical Records Specialist

• Demand drafts use the medical chronology and matter financials; a proposed amount uses recorded specials and the firm's signed settlements when available, with an attorney review step.
• Adjuster records and a demand-send history on every matter.
• A negotiation plan with its reasoning shown: a target from your own comparable settlements, an opening from the carrier's first-offer history, and a floor from the medical specials.
• When an offer comes in, AI recommends a counter from the file's own numbers — kept between the carrier's offer and your last demand, computed rather than guessed.

See it by roleDemand WriterNegotiator / SettlementAttorney

• A settlement waterfall — gross, fees, costs, liens, client net — calculated to the cent.
• A settlement can't be finalized without court approval for a minor, UIM consent when it's required, and a trust account — or below the client's recorded settlement authority.
• Per-client trust sub-ledgers that can't overdraw or mix client funds.
• Fee schedules by case type, including referral splits.
• Fee petitions: time tracking and a lodestar report, with AI that rebuilds missing time from the matter's own activity — and labels it as reconstructed.

See it by roleNegotiator / SettlementFirm Owner / Managing Partner

LitAxis · Matter · Financials