Built around the way
Plaintiff Firms actually work.
Every part of your plaintiff practice — from client intake and case management to settlements, litigation, medical records, reporting, and client communication — runs from one connected platform.
Capture Better Cases.
Convert More Leads.
Streamline every stage of plaintiff intake — from online forms and conflict checks to electronic signatures and client qualification.
- ✓ Public intake forms available 24/7
- ✓ SOL calculated instantly from incident date
- ✓ Conflict checks before case acceptance
- ✓ Client qualification workflows
- ✓ Electronic signatures built in
- ✓ Referral source tracking
- ✓ Automatic matter creation on conversion
- ✓ SMS + email alert to your team immediately
- ✓ Full incident, injury, and insurance capture
Public intake form
Intake pipeline — staff view
Every Matter. One Workspace.
Track every plaintiff matter from intake through settlement with one centralized workspace for attorneys, paralegals, and support staff.
- ✓ Case pipeline — Intake, Active, Demand, Settlement, Closed
- ✓ Complete case timeline history
- ✓ Per-case document library
- ✓ Attorney and paralegal assignment
- ✓ Settlement negotiation history
- ✓ Medical provider and lien tracking
- ✓ Witness and contact management
- ✓ Internal notes and team communication
- ✓ Insurance policy and claim tracking
Case pipeline
Case detail view
Johnson v. Metro Insurance
Auto accident · Texas · Case #3847
Attorney
Sarah M.
SOL deadline
47 days
Demand
$185,000
Last offer
$92,000
Med expenses
$38,400
Liens
$12,000
Documents Organized.
Signatures Secured.
Generate, organize, and electronically sign legal documents without leaving Lextiff.
- ✓ E-signature workflows built in
- ✓ Retainers, HIPAA, releases — all supported
- ✓ Clients sign on any device, no account needed
- ✓ Document packages — one link, one signature
- ✓ OCR search across scanned documents
- ✓ Reusable templates with merge fields
- ✓ Full document audit trail and history
- ✓ Instant notification when documents signed
Document package — sent for signature
Onboarding Package — Maria Rodriguez
Sent Jan 4, 2026 · 4 documents · Awaiting signature
Client signing experience
Retainer Agreement — Please review and sign
Client signature
Maria Rodriguez
Date signed
Jan 4, 2026 · 2:14 PM
Never Miss a Critical Deadline
Track statutes of limitations, court dates, and litigation milestones through one centralized deadline management system.
- ✓ SOL auto-calculated from incident date and type
- ✓ Alerts at 180, 90, 30, and 7 days
- ✓ Email + SMS to assigned attorney and paralegal
- ✓ Color-coded urgency across dashboard
- ✓ Court dates, hearings, depositions tracked
- ✓ Firm-wide deadline calendar view
- ✓ Task due date tracking
- ✓ All 50 states supported
SOL deadline tracker
Johnson v. Metro Ins.
TX · Auto accident
Chen v. Memorial Hosp.
FL · Med malpractice
Davis v. City Transit
NY · Slip & fall
Park v. Landlord LLC
CA · Premises
Wilson v. Pharma Corp.
IL · Product liability
Automated alert
⚠ URGENT: SOL Deadline in 7 Days
Immediate action required: Johnson v. Metro Insurance
The statute of limitations expires in 7 days on March 15, 2026. File suit or obtain extension immediately.
Know Every Cost Before Settlement
Track litigation expenses, medical liens, funding, and recoverable costs throughout every plaintiff matter.
- ✓ Case cost tracking — filing fees, experts, investigators
- ✓ Medical provider bill tracking
- ✓ Medicare, Medicaid, and attorney lien tracking
- ✓ Running cost total visible on case dashboard
- ✓ Auto-deducted in settlement distribution
- ✓ 3-level approval workflow
- ✓ Export for accounting
- ✓ Separate recoverable and nonrecoverable costs
Case expenses & liens
Johnson v. Metro Insurance — Costs & Liens
From Offer to Distribution.
Fully Managed.
Manage settlement negotiations, distributions, closing statements, and financial calculations through one centralized settlement workflow.
- ✓ Demand letter tracking with amount and date
- ✓ Full offer and counter-offer history
- ✓ Auto-calculated attorney fee split
- ✓ Lien resolution workflow
- ✓ Client net recovery calculation
- ✓ Settlement distribution breakdown
- ✓ Referral fee tracking
- ✓ Generate closing statements instantly
Settlement tracking & distribution
Williams v. City Hospital
In negotiationDistribution at $210,000
Run Your Firm on Real Data
Measure your firm's performance with live dashboards covering revenue, settlements, intake, staff productivity, and operational health.
- ✓ Total caseload by status and attorney
- ✓ Intake conversion rate tracking
- ✓ Upcoming SOL deadlines — 30/60/90 day view
- ✓ Attorney productivity comparison
- ✓ Settlement trend analysis
- ✓ Average time from intake to settlement
- ✓ Case type and outcome breakdown
- ✓ Expense and cost reporting
Firm performance dashboard
Cases by attorney
Every Task. Every Deadline. Visible.
Keep attorneys and staff accountable with matter-based task management, reminders, and checklists.
- ✓ Assign tasks by matter and team member
- ✓ Due date tracking with reminders
- ✓ Task completion history per case
- ✓ Workflow-driven task lists
- ✓ Calendar integration across legal teams
- ✓ Priority status and urgency flags
- ✓ Automatic deadline reminder notifications
- ✓ Firm-wide task visibility for managers
Case tasks
Johnson v. Metro Insurance — Tasks
+ Add taskObtain full ER records from Miami General
Tom K. · Due Tomorrow
Follow up with adjuster — counter offer
Sarah M. · Due Jan 20
Verify Medicare lien amount
Tom K. · Due Jan 25
Request grocery store incident report
Tom K. · Due Jan 18
Schedule client update call
Sarah M. · Due Jan 22
Keep Your Entire Team Connected
Centralize internal communication, updates, and collaboration so attorneys and staff stay aligned throughout every matter.
- ✓ Case messaging — threaded conversations per matter
- ✓ Mention teammates in important updates
- ✓ Complete team activity history per case
- ✓ Role-based access — attorneys, paralegals, staff
- ✓ Workload view — cases per attorney
- ✓ Reduce unnecessary internal email chains
- ✓ Keep communication inside case records
- ✓ Collaborate across multiple office locations
Case messaging thread
Johnson v. Metro Insurance — Team
Just got off with adjuster Webb. They're at $92k but hinting they can go higher with more ER records.
Uploading the full ER packet now — 8 files. Also found the ambulance report.
@Tom K. that ambulance report is critical. Can you get the grocery store incident report?
On it. SOL is 47 days out — we need to move fast.
Keep Clients Informed Without Extra Calls
Provide clients with secure access to case updates, documents, messages, and appointments through a centralized client portal.
- ✓ Live case status visible to clients 24/7
- ✓ Secure document exchange through portal
- ✓ Client messaging without phone calls
- ✓ Appointment requests from portal
- ✓ Reduce repetitive client status inquiries
- ✓ No app download required
- ✓ Signed documents stored and accessible
- ✓ Improve overall client experience
Client portal view
My Case — Maria Rodriguez
ActiveCase Progress
Latest Update
Your ER records have been received. Sarah M. is reviewing and will follow up this week.
Today at 2:31 PM
Your Documents
Medical Records Organized Into Actionable Chronologies
Track providers, medical records, treatment timelines, billing, and chronologies built specifically for plaintiff litigation.
- ✓ Organize medical records by provider
- ✓ Track treatment across every facility
- ✓ Build chronological treatment timelines
- ✓ Monitor outstanding medical record requests
- ✓ Manage providers from one directory
- ✓ Track medical billing throughout treatment
- ✓ Connect treatment history to every matter
- ✓ Generate detailed medical chronologies
Treatment timeline
Rodriguez — Medical
Active treatmentProviders
Miami Wellness Clinic
Orthopedics · 4 visits · $2,400
Sunrise Radiology
Imaging · 1 visit · $850
Jackson Memorial ER
Emergency · 1 visit · $8,200
Total visits
6
Total bills
$11,450
Records
2 pending
Manage Litigation From Filing Through Trial
Coordinate litigation activities, discovery, court calendars, and trial preparation from one centralized litigation workspace.
- ✓ Manage pleadings throughout active litigation
- ✓ Organize discovery requests and responses
- ✓ Track depositions and witness schedules
- ✓ Monitor court calendars automatically
- ✓ Track litigation deadlines across matters
- ✓ Organize hearing schedules efficiently
- ✓ Prepare trial materials collaboratively
- ✓ Centralize every litigation document securely
Litigation tracker
Johnson v. Metro Insurance — Litigation
FiledCourt date
Mar 10, 2026
Discovery deadline
Feb 14, 2026
Deposition — James Webb
Jan 28, 2026
Expert report due
Feb 28, 2026
Mediation
Jan 20, 2026
Run Every Branch From One Unified System
Oversee multiple offices, staff, and caseloads across locations while giving each branch the autonomy to operate efficiently within firm-wide standards.
- ✓ Manage multiple branches from a single dashboard
- ✓ Allocate cases and staff by location automatically
- ✓ Track branch-level performance and revenue
- ✓ Standardize workflows across every office
- ✓ Control access and permissions per branch
- ✓ Monitor staff caseloads and utilization by location
- ✓ Maintain jurisdiction-specific compliance settings
- ✓ Consolidate firm-wide reporting across branches
Branch performance tracker
Firm-Wide Branch Overview
4 BranchesDowntown Office
128 active cases · 32 staff
Westside Branch
94 active cases · 21 staff
Eastgate Office
76 active cases · 18 staff
North County Branch
142 active cases · 35 staff
Every Conversation. One Hub.
Manage emails, SMS, and client correspondence from one centralized platform — with every interaction automatically tied to the right matter.
- ✓ Send emails directly from every matter
- ✓ Manage client SMS conversations centrally
- ✓ Generate legal correspondence from templates
- ✓ Track communication history automatically
- ✓ Keep conversations attached to matters
- ✓ Monitor delivery status across channels
- ✓ Reduce duplicate communication efforts
- ✓ Centralize every client interaction securely
Communication timeline
Johnson v. Metro Insurance — Correspondence
ActiveDemand letter sent to opposing counsel
Jan 30, 2026
SMS
Client confirmed deposition availability
Jan 29, 2026
Template
Status update letter generated
Jan 27, 2026
Records request sent to provider
Jan 22, 2026
SMS
Reminder sent for signature
Jan 18, 2026
Automate Repetitive Work Across Your Firm
Reduce manual work using automated workflows, notifications, and rules.
- ✓ Automate repetitive administrative tasks
- ✓ Build workflows using flexible rules
- ✓ Trigger notifications based on case events
- ✓ Assign work automatically to team members
- ✓ Reduce manual data entry significantly
- ✓ Standardize firm-wide operational processes
- ✓ Create recurring workflow automations
- ✓ Improve consistency across every department
Active automation rules
Firm Workflow Rules
6 ActiveWhen: New matter opened
Then: Assign intake checklist to paralegal
When: Deposition scheduled
Then: Notify attorney + send calendar invite
When: Document signed
Then: Move matter to next stage automatically
When: Deadline in 3 days
Then: Send reminder to assigned staff
When: Case status updated
Then: Notify client via SMS or email
When: Invoice overdue
Then: Trigger follow-up task for billing team
Manage Every Financial Workflow With Confidence
Track trust accounting, recoveries, costs, and settlements across every matter.
- ✓ Manage trust accounting with confidence
- ✓ Track firm costs across every matter
- ✓ Monitor recoveries before distribution
- ✓ Calculate attorney fee distributions accurately
- ✓ Manage settlement accounting efficiently
- ✓ Review financial reports in real time
- ✓ Track payment history automatically
- ✓ Maintain complete accounting transparency
Matter financial summary
Johnson v. Metro Insurance — Accounting
ReconciledSettlement recovery
$185,000.00
Case costs advanced
$8,420.00
Attorney fee (33%)
$61,050.00
Client trust balance
$115,530.00
Disbursement status
Pending client sign-off
Manage Your Firm From One Administrative Hub
Control users, permissions, offices, roles, and firm settings centrally.
- ✓ Manage firm users from one dashboard
- ✓ Assign secure roles and permissions
- ✓ Configure office settings centrally
- ✓ Review complete system audit logs
- ✓ Protect sensitive firm information
- ✓ Manage administrative policies efficiently
- ✓ Control access across every department
- ✓ Maintain security with detailed permissions
User roles & permissions
Firm Access Control
12 UsersSarah Collins
Managing Partner
David Ruiz
Senior Associate
Emily Park
Paralegal
Marcus Lee
Billing Admin
Jenna Ortiz
Front Office
Built Around Your Firm, Not The Other Way Around
Every plaintiff law firm has unique workflows. Lextiff can be customized to match your firm's processes, terminology, documents, reports, and operational requirements without forcing your team into a one-size-fits-all system.
- ✓ Workflow customization for your practice
- ✓ Custom intake and case management processes
- ✓ Tailored forms and document templates
- ✓ Firm-specific reports and dashboards
- ✓ Custom fields and data collection
- ✓ Role-based workflow adjustments
- ✓ Feature enhancements based on your requirements
- ✓ Enterprise customization and implementation support
Typical Customizations
Custom Development Services
AvailableWorkflow Design
Adapt Lextiff to your firm's operational process
Custom Forms
Create firm-specific intake and legal forms
Document Automation
Generate documents using your templates
Reports & Dashboards
Build reports tailored to your management needs
Feature Development
Implement custom features for enterprise clients
One Entire Firm. One Dashboard.
See firm-wide performance, active matters, financial metrics, and operational insights.
- ✓ View firm performance at a glance
- ✓ Monitor active matters in real time
- ✓ Track upcoming deadlines across departments
- ✓ Review revenue and financial metrics
- ✓ Measure attorney workload efficiently
- ✓ Monitor task completion across teams
- ✓ Identify operational issues early
- ✓ Make informed decisions using live data
Firm-wide snapshot
Executive Overview
LiveActive matters firm-wide
312
Revenue this quarter
$1.42M
Upcoming deadlines (7 days)
18
Avg. attorney caseload
26 matters
Tasks completed this week
204 / 240
Every module. One platform.
Built for plaintiff firms.
See how Lextiff handles the entire lifecycle of a plaintiff case — from the first intake form to the final settlement check.
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