See what needs attention. Click a case. Take action. That's it.
☀️ Morning briefing
Click “Generate” for your AI rundown of what needs you today — urgent cases, deadlines this week, and clients gone quiet.
🔴 URGENT - Do These Today
⏰ UPCOMING TASKS
🟡 NEEDS ATTENTION THIS WEEK
✅ ON TRACK - Good Job
📋
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Once you add cases, they'll show up here organized by urgency.
PiE · build v34 · The practice, in order.
Case Name
Case ID
C-0000
Type
Auto Accident
Days Since Activity
3
Deadline In
45 days
🧠 AI Brief
No AI brief yet — click “Generate brief” for an at-a-glance summary of this case.
What You Need To Do
Log Activity
Generate Documents
🏥 Medical Providers
✅ Tasks & Checklist
💬 Ask this case
Answers come only from this case's record, financials, tasks, and email history.
💰 Settlement & Disbursement
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✉️ Case Email
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🧠 Medical Record Analysis
Pick an already-uploaded document, or click 📎 Upload PDF to add one and analyze it in one step. AI extracts a treatment chronology, billed totals, and suggested case updates — facts from the document only.
📎 Case Documents
📁
Click to upload or drag and drop PDF, Word, Excel, Images (Max 10MB)
Activity History
Processing...
Saving...
✅ Task Details
Task Information
📁 Associated Case
Click to view case →
Actions
🔒 View only — tasks can be changed only by their creator or assignee.
Log Activity
➕ Add New Client
➕ Add New Case (& Client)
One form: client info + case info. We'll create both.
👤 Client Information
📋 Case Information
Generated Document
Generating with Claude AI...
✏️ Edit Case
Status & Assignment
Key Dates
Case Profile
Workflow Statuses
Insurance & Adjuster
Damages, Records & Bills
Negotiation & Resolution
Litigation
🛡️ PiE Admin Console
📁 Law Firm Accounts
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➕ Create New Account
⚙️ Configure Account
🎨 Branding
🧩 Enabled Modules
Core engine stays the same for every account — these only show/hide modules for this firm.
🔎 Magic Search Fields
Which data points this account's search bar matches against. Fewer fields = tighter results.
📥 Import Historical Cases
Give the firm the CSV template; they fill one row per case (only ClientName is required — extra columns are ignored, dates as YYYY-MM-DD). Import runs in the background in batches; you can keep configuring while it runs.
🌐 Public Intake Form
Share this link or embed it on the firm's website. Submissions create an Intake-stage case, log the description to the activity log, and email the firm a lead alert.
📞 PiE Voice (Twilio)
Click-to-call from any case: PiE rings your phone first, then bridges the other party — the firm's Twilio number shows as caller ID. Get credentials at twilio.com (a voice number runs ~$1/mo + ~1.4¢/min). Calls are never recorded.
💬 SMS opt-in link
Generate this firm's client SMS consent link. Send it to clients (or link it from intake) to collect the opt-in carriers require for Twilio A2P registration. Each consent is logged with a timestamp for your records.
Two-way sync between PiE's calendar and a Google Calendar. Create or pick a calendar in Google Calendar, open its Settings → "Integrate calendar", and paste its Calendar ID here. Share that calendar with the Google account that runs PiE (edit access).
💳 Payments link
Paste your payment processor's hosted-payment-page URL (e.g. your LawPay or Stripe payment link). PiE appends a reference and amount when you record a payment, so you can send clients a ready-to-pay link. PiE never handles card data.
🔒 Document Access
Locks all case files to this account's team only: link-sharing is revoked on every stored file and each active team member's Google account is granted access by email. Runs automatically when you add a user; run manually after changing the team or to lock down older files.
📄 Document Templates
Optional firm-standard templates. When provided, the AI follows the template's structure and language, filling in each case's specifics. Leave blank to use defaults.
🔮 Ask PiE
Ask anything across your whole caseload — PiE answers from your live data.
Client funds held in trust across every case. Reconcile against your IOLTA bank statement.
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Hours-saved figures are illustrative (2.5 hrs per AI document), not guarantees. A copy of last month's report is auto-emailed to the firm on the first login of each new month.
📋 Team Tasks
➕ New Task
Tasks
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💡 How do I…?
Ask anything about using PiE and get clear, step-by-step instructions. Tip: you can also type a question straight into the search bar above.
👤 My Profile
U
🔒 Change Password
⚙️ Account Settings
📋 Account Details
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👥 Team Members
Name
Role
Action
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🌐 Public Intake Form
Share or embed this link — submissions create an Intake-stage case and email the firm a lead alert.
👣 User Activity
Sign-ins and which areas of PiE each team member works in. Admin-only; usage entries are sampled once per user per area per 10 minutes.