Case Management

Plaintiff Case Management Software Built for Every Stage of Litigation

Manage cases from signed retainer through settlement with a centralized platform designed for personal injury, workers' compensation, mass tort, and plaintiff litigation firms. Track case progress, deadlines, documents, medical records, expenses, and settlement activity from one workspace.

Johnson v. Metro Insurance

Auto accident · Texas · Case #3847 · Opened Jan 15, 2026

Demand sent ⚠ SOL: 47 days

Attorney

Sarah M.

Paralegal

Tom K.

Case type

Auto accident

Demand

$185,000

Last offer

$92,000

Case costs

$4,200

Fee split

33.3%

Medical expenses

$38,400

Liens

$12,000

Recent activity

T
Tom K. Uploaded ER medical records — 8 files 2h ago
S
Sarah M. Sent counter-demand $185,000 to adjuster 1d ago
System SOL alert — 47 days remaining 2d ago

Case pipeline

Keep Every Case Moving Forward

Track matters through litigation stages so attorneys and staff always know what requires attention next.

12
Intake
34
Active
8
Demand sent
5
Settlement
3
Litigation
91
Closed
Case
Attorney
SOL deadline
Stage

Johnson v. Metro Insurance

Auto accident · TX

Sarah M.
47 days
Demand sent

Williams v. City Hospital

Med malpractice · FL

David R.
198 days
Active

Garcia v. SafeRide Co.

Slip & fall · CA

Sarah M.
312 days
Active

Rodriguez v. Builder LLC

Product liability · NY

Tom K.
891 days
Intake

Chen v. Memorial Hosp.

Med malpractice · TX

David R.
23 days
Demand sent

Case detail view

Complete Matter Visibility From One Centralized Workspace

Access critical case information without switching between spreadsheets, emails, folders, and disconnected systems.

Johnson v. Metro Insurance

Auto accident · Texas · Opened Jan 15, 2026 · Case #3847

Demand sent ⚠ SOL: 47 days
Overview Documents Notes Tasks Messages Expenses Settlements Timeline Calendar

Attorney

Sarah M.

Paralegal

Tom K.

Case type

Auto accident

Demand

$185,000

Last offer

$92,000

Case costs

$4,200

Fee split

33.3%

Medical bills

$38,400

Liens

$12,000

Case progress

Intake
Active
Demand
Settlement
Closed

Activity log

T
Tom K. Uploaded ER medical records package — 8 files from Miami General 2 hours ago
S
Sarah M. Sent counter-demand of $185,000 to Metro Insurance adjuster James Webb 1 day ago
System SOL deadline alert sent — 47 days remaining. Action required. 2 days ago
D
David L. Reviewed police report — added note: traffic cam footage may exist 3 days ago

Documents (14)

📄 Police report.pdf ✓ Signed
📄 Medical records.zip 8 files
📄 Retainer agreement.pdf ✓ Signed
📄 Demand letter.docx Sent Jan 5
📄 Insurance policy.pdf Uploaded

Open tasks (3)

Get full ER records

Tom K. · Due tomorrow

Follow up adjuster

Sarah M. · Due Jan 20

Verify lien — Medicare

Tom K. · Due Jan 25

Deadlines

SOL deadline Mar 15, 2026
Filing deadline Feb 28, 2026
Mediation Jan 30, 2026

Matter Management

Everything About Every Matter. One Workspace.

Every plaintiff matter contains far more than documents. Lextiff centralizes case files, contacts, insurance information, statutes, events, notes, and timelines into one connected workspace — so nothing lives in a separate spreadsheet or inbox.

📂

Matter Management

Centralize every plaintiff matter from intake through settlement — case type, status, ownership, and progress in one view.

🕒

Case Timeline

Review every activity, update, communication, filing, and document chronologically, so anyone can catch up on a case in seconds.

📒

Notes

Maintain attorney notes, case manager updates, and internal discussion threads tied permanently to the matter.

👥

Contacts

Organize plaintiffs, defendants, witnesses, medical providers, experts, and opposing counsel in one searchable directory.

🛡️

Insurance

Track carriers, adjusters, policy numbers, coverage limits, and claim activity for every party involved.

Statutes

Automatically calculate statutes of limitation by state and case type, with escalating alerts as deadlines approach.

📅

Events

Manage hearings, mediations, depositions, client meetings, and court appearances from a shared calendar.

🗃️

Case Files

Store pleadings, evidence, discovery, correspondence, and medical records — organized, tagged, and searchable.

Contacts

One Directory for Every Party Connected to a Case

Plaintiffs, defendants, witnesses, medical providers, experts, and opposing counsel all live in one searchable directory — tagged by role and linked back to every matter they touch.

  • Plaintiff, defendant, witness, and expert contact records
  • Medical provider and facility directory
  • Opposing counsel and adjuster tracking
  • Contact role tagging per case
  • Communication history linked to each contact
  • Duplicate contact detection
  • Firm-wide contact search
  • Referral source tracking
  • Contact import and export
  • Relationship mapping — guardian, estate rep, employer

Case contact directory

Contacts — Johnson v. Metro Insurance

+ Add Contact
👤

Maria Johnson

Plaintiff

🛡️

James Webb

Insurance Adjuster — Metro Insurance

⚕️

Dr. Angela Cruz

Treating Physician — Miami General

🚓

Officer R. Hale

Responding Officer

⚖️

Michael Boyd, Esq.

Defense Counsel — Boyd & Fenwick

👁️

David Ruiz

Eyewitness

Insurance record

Insurance — Johnson v. Metro Insurance

Coverage Confirmed

Defendant's Policy

Carrier

Metro Insurance Co.

Policy #

MI-88213-TX

Coverage Type

Liability

Policy Limit

$250,000

Adjuster

James Webb

Claim #

CLM-2026-04471

Client's Own Coverage

Health Insurance

Blue Cross Blue Shield

UM/UIM Coverage

$100,000

Insurance

Track Every Policy, Carrier, and Adjuster in One Place

Insurance details drive settlement strategy. Track coverage layers, policy limits, and adjuster communication history without ever leaving the case file.

  • Carrier and policy number tracking
  • Adjuster contact and communication history
  • Coverage type and policy limits (liability, UM/UIM, PIP)
  • Multiple policies per case — primary, excess, umbrella
  • Claim number and status tracking
  • Client's own health insurance tracked separately
  • Coverage verification status
  • Insurance document attachment — declarations pages
  • Auto-linked to settlement distribution calculations
Team collaboration

Keep Attorneys, Case Managers, and Staff on the Same Page

Provide a shared source of information for everyone working on a matter. Reduce internal communication gaps while maintaining visibility across the entire case lifecycle.

  • Internal shared notes — visible to the whole team
  • Case messaging — threaded conversations per case
  • Task assignment with due dates
  • Status updates and case ownership tracking
  • Task mentions and completion tracking
  • Activity tracking — who did what and when
  • Role-based access — attorneys, paralegals, staff
  • Workload view — cases per attorney

Case messaging thread

Johnson v. Metro Insurance — Team

S
Sarah M. 2:14 PM

Just spoke with adjuster Webb. They're at $92k but hinting they can go higher with more medical documentation.

T
Tom K. 2:31 PM

Uploading the full ER packet now — 8 files. Also found the ambulance report we were missing.

S
Sarah M. 2:45 PM

@Tom K. that ambulance report is critical. Can you also get the grocery store incident report before we respond?

T
Tom K. 3:02 PM

On it. Flagging — SOL is 47 days out. We need to move on this fast.

Task management

Case tasks

+ Add task
🔴

Obtain full ER records from Miami General

Tom K. · Due Tomorrow

🟡

Follow up with adjuster Webb — 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

Case document library

Documents — Johnson v. Metro Insurance

+ Upload

miami-general-er-records.zip

Medical Records · 8 files · 24MB

Jan 15

retainer-agreement.pdf

Legal Documents · Signed by client

Jan 10
📤

demand-letter.pdf

Legal Documents · Sent to adjuster

Jan 5
📄

police-report.pdf

Evidence · Official report

Jan 3
📄

metro-insurance-policy.pdf

Insurance · Defendant policy

Jan 2
🆕

ambulance-report.pdf

Medical Records · Newly uploaded

Today
Document management

Centralize Every Case Document

Every document uploaded to a case stays attached to that case forever. Medical records, police reports, retainers, demand letters, signed documents — all organized, searchable, and accessible to your whole team.

  • Unlimited document storage per case
  • Categorized by document type
  • Instant search across all documents
  • Team-wide access with role permissions
  • Generated documents saved automatically
  • Signed e-signature documents stored per case
  • Document packages — multiple files bundled
  • Full audit trail per document
Critical Deadline Management

Never Miss a Critical Deadline

Plaintiff litigation depends on timely action. Lextiff tracks statutes of limitation, court events, hearings, depositions, mediation dates, and internal deadlines while automatically notifying your team before important dates arrive.

  • Filing, discovery, and court dates tracked
  • Color-coded urgency — red, amber, green
  • Automatic statute calculations for all 50 states
  • Deposition and mediation scheduling
  • SMS + email to assigned attorney and paralegal
  • Firm-wide deadline dashboard
  • Escalation alerts at 180, 90, 30, and 7 days

Upcoming Deadlines

Matter Calendar & SOL Monitoring

6 Upcoming
⚠️

Statute of Limitations

Johnson v. ABC Trucking

42 Days Left
⚖️

Court Hearing

Williams v. Metro Hospital

May 12, 2026
📄

Discovery Deadline

Brown v. XYZ Corp

May 18, 2026
🤝

Mediation

Garcia v. Allied Insurance

June 2, 2026
🎤

Deposition

Smith v. Highway Logistics

June 8, 2026
🏛️

Trial Date

Miller v. Apex Industries

July 15, 2026

URGENT: SOL Deadline in 47 Days

Johnson v. ABC Trucking — Statute expires March 15, 2026. Immediate action required to file or obtain extension.

📧 Email Delivered 📱 SMS Delivered

Advanced Matter Management

Manage Complex Plaintiff Matters With Confidence.

Every plaintiff matter is different. Lextiff helps your firm manage multiple plaintiffs, minors, guardians, estate representatives, transferred matters, and other complex case scenarios from one workspace.

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Multiple Plaintiffs

Manage multiple plaintiffs within a single matter while maintaining individual contact details, medical records, documents, and settlement information.

👶

Minor Plaintiffs

Record parent or guardian information, legal relationships, court approvals, and required documentation for minors.

🕊️

Deceased Plaintiffs

Track estate representatives, beneficiaries, probate information, wrongful death documentation, and related records.

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Guardian Management

Maintain guardians, conservators, estate administrators, powers of attorney, and legal representatives.

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Transfer Out

Record matters transferred to another firm while preserving a complete audit trail and historical documentation.

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Representation Terminated

Track declined representation, terminated matters, withdrawal reasons, closing notes, and archived records.

Expenses & costs

Track Case Costs and Expenses in Context

Maintain organized records of case-related expenses throughout the matter lifecycle.

  • Case costs — filing fees, experts, witness, investigators
  • Medical provider bills per case
  • Medicare and Medicaid liens
  • Attorney and provider lien tracking
  • Expense categories and reporting
  • Running total visible on case dashboard
  • Auto-deducted in settlement calculations
  • Export for accounting

Case expenses breakdown

Johnson v. Metro Insurance — Expenses

$4,200
Case costs
$38,400
Medical bills
$12,000
Liens
Description
Amount
Court filing fee
Case cost
$450
Accident reconstruction expert
Case cost
$2,800
Private investigator
Case cost
$950
Miami General ER visit
Medical bill
$12,400
Orthopedic specialist — 3 visits
Medical bill
$4,200
Physical therapy — 12 sessions
Medical bill
$3,600
Medicare lien
Lien
$8,000
Provider lien — Miami General
Lien
$4,000

Settlement tracking

Williams v. City Hospital

In negotiation
$450,000
Demand amount
$210,000
Current offer

Offer history

Jan 5 Demand sent $450,000
Jan 12 Insurance offer $150,000
Jan 18 Counter-demand $380,000
Jan 24 Insurance offer $210,000

Distribution at $210,000

Attorney fee (33.3%) $69,930
Medicare lien −$28,000
Provider lien −$14,000
Case costs −$4,200
Client net recovery $93,870
Settlement management

Maintain Complete Settlement Visibility

Track offers, negotiations, settlement activity, and financial records throughout the resolution process.

  • Demand letter amount and date
  • Full offer and counter-offer history
  • Auto-calculated attorney fee split
  • Settlement distribution breakdown
  • Client net recovery calculation
  • Disbursement records
  • Negotiation timeline
  • Referral fee and lien tracking
Audit trail

Full Activity History Across Every Matter

Maintain visibility into updates, task changes, document activity, status changes, and team actions across the complete case lifecycle.

  • Every action logged — who, what, when
  • Document upload and access tracking
  • Status change history
  • Message and note history
  • Task creation and completion log
  • Settlement action tracking
  • Full case history from intake to close

Full case audit trail

Activity log — Johnson v. Metro Insurance

T
Tom K. 2h ago

Uploaded ER medical records — 8 files (miami-general-records.zip)

S
Sarah M. 1d ago

Sent counter-demand letter — $185,000 to adjuster James Webb at Metro Insurance

System 2d ago

SOL alert triggered — 47 days remaining. Email + SMS sent to Sarah M. and Tom K.

S
Sarah M. 5d ago

Moved case from Active to Demand Sent stage

T
Tom K. 6d ago

Added expense: Accident reconstruction expert — $2,800

System 12d ago

Client signed retainer agreement — e-signature confirmed Jan 15, 2026 at 2:14 PM

Everything included

Everything You Need To Manage Every Matter

Lextiff centralizes every aspect of plaintiff case management — from matter creation and litigation tracking to settlements, communications, documents, deadlines, and reporting.

Case pipeline — 6 stages
Full case detail view
Document library
Internal notes
Team messaging
Task management
Task assignment
Due date tracking
Activity log
Audit trail
SOL deadline tracking
Filing deadlines
Court dates
Deadline alerts (SMS + email)
Expense tracking
Medical bill tracking
Lien management
Settlement tracking
Offer history
Distribution calculator
Settlement statements
Role-based access
Team workload view
Case reports

Every Matter. Every Deadline. Every Outcome.

Organize plaintiff matters, monitor litigation progress, collaborate with your legal team, manage deadlines, and move every case confidently from intake through settlement.

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