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
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
Case pipeline
Keep Every Case Moving Forward
Track matters through litigation stages so attorneys and staff always know what requires attention next.
Johnson v. Metro Insurance
Auto accident · TX
Williams v. City Hospital
Med malpractice · FL
Garcia v. SafeRide Co.
Slip & fall · CA
Rodriguez v. Builder LLC
Product liability · NY
Chen v. Memorial Hosp.
Med malpractice · TX
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
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
Activity log
Documents (14)
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
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.
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 ContactMaria 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 ConfirmedDefendant'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
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
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
Just spoke with adjuster Webb. They're at $92k but hinting they can go higher with more medical documentation.
Uploading the full ER packet now — 8 files. Also found the ambulance report we were missing.
@Tom K. that ambulance report is critical. Can you also get the grocery store incident report before we respond?
On it. Flagging — SOL is 47 days out. We need to move on this fast.
Task management
Case tasks
+ Add taskObtain 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
+ Uploadmiami-general-er-records.zip
Medical Records · 8 files · 24MB
retainer-agreement.pdf
Legal Documents · Signed by client
demand-letter.pdf
Legal Documents · Sent to adjuster
police-report.pdf
Evidence · Official report
metro-insurance-policy.pdf
Insurance · Defendant policy
ambulance-report.pdf
Medical Records · Newly uploaded
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
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
Statute of Limitations
Johnson v. ABC Trucking
Court Hearing
Williams v. Metro Hospital
Discovery Deadline
Brown v. XYZ Corp
Mediation
Garcia v. Allied Insurance
Deposition
Smith v. Highway Logistics
Trial Date
Miller v. Apex Industries
URGENT: SOL Deadline in 47 Days
Johnson v. ABC Trucking — Statute expires March 15, 2026. Immediate action required to file or obtain extension.
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.
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.
Guardian Management
Maintain guardians, conservators, estate administrators, powers of attorney, and legal representatives.
Transfer Out
Record matters transferred to another firm while preserving a complete audit trail and historical documentation.
Representation Terminated
Track declined representation, terminated matters, withdrawal reasons, closing notes, and archived records.
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
Settlement tracking
Williams v. City Hospital
In negotiationOffer history
Distribution at $210,000
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
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
Uploaded ER medical records — 8 files (miami-general-records.zip)
Sent counter-demand letter — $185,000 to adjuster James Webb at Metro Insurance
SOL alert triggered — 47 days remaining. Email + SMS sent to Sarah M. and Tom K.
Moved case from Active to Demand Sent stage
Added expense: Accident reconstruction expert — $2,800
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.
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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