Free AI Readiness Checklist: 30 questions, 5 minutes. See exactly where you're losing cases to broken workflows. Get the checklist →
For Personal Injury Law Firms

We Handle The Systems. You Handle The Cases.

Every call answered. Every status update sent. Every record tracked. Built and managed for personal injury law firms: not another login for your staff to babysit.

A Case, Running On Practivo
Intake
Qualified
Active Treatment
Demand-Ready
Settled & Reviewed
Every stage above is automated by a Practivo system: intake, status updates, records tracking, demand prep, and review requests all run without a manual call.
Stop The Bleed

This is what happens without a system running in the background. Every Practivo build exists to close one of these gaps.

$3,000$0
Lost Per Missing Case Document
66%0%
Of Legal Firm Tasks Are Automatable
Sources: EvenUp Law, "Winning Demand Package" (2024) · Clio 2024 Legal Trends Report
Who This Is For

Personal Injury Firms, Every Case Type.

If your firm handles intake, follow-up, referrals, or demand prep, this is built for you.

Auto Accidents Slip & Fall Workplace Injury Medical Malpractice Product Liability Wrongful Death Animal Attack Premises Liability Ride Share Accidents Trucking Accidents Nursing Home Abuse Pedestrian Accidents Boating Accidents Aviation Accidents Assault & Battery and more
What We Build

8 Systems. Every Firm Starts Somewhere. The Best Ones Upgrade.

Every system ships with a Base tier that runs your core operations, and a Premium tier you can grow into when you're ready for AI, integrations, or fully hands-off management. Built specifically for personal injury law firms.

01
AI Intake Bot
Answers every inbound call, qualifies leads, and books consultations. No staff required.
Base: What's Included
  • AI voice bot answers all inbound calls (English)
  • Standard qualification: accident type, injury, contact info
  • Caller check: at-fault, injury, within statute of limitations
  • Consultation booking via calendar
  • Lead record created in the pipeline automatically
See what Premium unlocks
Dual-Language Intake + Full Conversation Template
  • Full Spanish-language intake bot, same qualification flow, auto-routed
  • Automatic language detection and routing
  • Extended FAQ library: fees, process, case types, next steps
  • Two pipeline triggers: Quick Intake vs. Full Intake
  • Quarterly FAQ library review by your Account Manager
02
Review Request Automation
Turns settled cases into Google reviews automatically, at exactly the right moment.
Base: What's Included
  • Post-settlement review request sent automatically (SMS + email)
  • Single-platform delivery: Google or Facebook
  • Trigger on case status change in the pipeline
  • Review link tracking built in
  • Monthly review count visibility for the firm
See what Premium unlocks
Reputation Management: Birdeye / Podium Integration
  • Birdeye or Podium connected to your automation platform, monitors all platforms at once
  • Attorney-approved response template library
  • Negative signal detection with immediate internal alert
  • Monthly reputation health report delivered to the firm
03
Referral Source CRM
Tracks every referring doctor, chiropractor, and attorney. Keeps relationships warm automatically.
Base: What's Included
  • Referral source contact capture built in
  • "Referred By" field mapping from every intake
  • Referral source tagging and case count tracking
  • New referral notification to attorney or Account Manager
See what Premium unlocks
Referral Source Nurture Sequences
  • Birthday message automation, personalized by name
  • Holiday outreach sequence, November–December
  • Quarterly re-engagement for dormant sources (90+ days silent)
  • Attorney-approved copy for every automated message
  • Annual sequence review and copy refresh
04
Lead Generation System
Captures, qualifies, and follows up with digital leads from Google and Meta, automatically.
Base: What's Included
  • Landing page and funnel built for PI lead capture
  • Ad account integration: Google or Meta
  • Automated lead follow-up sequence built in
  • Lead qualification and pipeline entry
  • Monthly performance reporting
See what Premium unlocks
Google Local Service Ads Management + Call Tracking
  • Google Local Service Ads management: "Google Screened" badge
  • Google Screened verification handled end to end
  • Weekly bid management, budget pacing, response optimization
  • Lead dispute process: invalid leads flagged for Google credit
  • Call tracking across all active campaigns with full attribution
05
Client Status Automation
Keeps clients informed at every case milestone without a single manual call or email.
Base: What's Included
  • Automated status SMS + email at each pipeline stage change
  • Case milestone push notifications to client
  • Pipeline integration, triggers off stage changes
  • Firm-branded message templates throughout
  • Inbound reply handling routed back into the system
See what Premium unlocks
Client Portal: Case Milestone Visibility
  • Branded client portal on the firm's own subdomain
  • Password-protected login, no app download required
  • Real-time milestone visibility, clients check themselves
  • Approved case resources visible inside the portal
  • Monthly portal health check and access management
06
Medical Records & Bills Tracker
Tracks every medical record request across every case. Nothing falls through the cracks.
Base: What's Included
  • Medical records and bills intake tracking in Airtable
  • Provider, record type, and date received logged per case
  • Records linked to the case record
  • Outstanding records follow-up reminder automation
See what Premium unlocks
AI Medical Record Summarization + Chronology
  • AI pipeline processes incoming PDF medical record packets
  • Structured medical chronology generated automatically
  • Medical billing summary extraction from record packets
  • Mandatory attorney review and approval before any output is used
07
Demand Package Tracker
Keeps every demand package on track from first medical record to attorney sign-off.
Base: What's Included
  • Demand package readiness checklist tracked in Airtable
  • Medical records, bills, and liability docs tracked per case
  • Status tracked through every stage to completion
  • Attorney assignment and deadline tracking
See what Premium unlocks
AI Demand Package Drafting
  • AI generates a narrative draft from completed case data
  • Injury timeline and treatment summary generated automatically
  • Economic damages summary framework produced per case
  • Mandatory attorney review and approval before use
08
CRM Pipeline Management
The central nervous system. Every case, every stage, every task, in one place.
Base: What's Included
  • CRM pipeline with custom PI law firm stages built in
  • Automated follow-up sequences by pipeline stage
  • Case status tracking across the full lifecycle
  • Staff task assignment and notification automation
See what Premium unlocks
CMS Integration: Filevine, Clio, MyCase, Lawmatics & Others
  • API integration between your existing CMS and our platform
  • Case milestone sync, scoped to your firm's needs
  • Field mapping between CMS stages and our pipeline stages
  • Error alert workflow triggers when sync fails

Not sure which systems or tier your firm needs first?

Book A Free Workflow Review

15 minutes. No pitch deck. You'll leave with a clear next step, even if we're not a fit.

Clarity First

Let's Be Clear About What Practivo AI Is Not.

  • It is not a legal advice tool.
  • It does not evaluate case merit, predict case value, or make legal judgments.
  • It does not replace your intake staff, case managers, or attorneys.
  • It is not another platform your staff has to log into, learn, and maintain alone.
  • It is not built casually around case data or medical records: agreements, access controls, and approved data-handling processes come first.
  • It does not file anything, contact a client, or take action on your firm's behalf without your team's review.

Practivo AI is a managed automation layer built around your existing case workflow. We build it, manage it, and keep it running so your team has fewer missed follow-ups and cleaner case communication, without taking on more software responsibility.

Why Practivo

Built By Insiders.

Most automation tools are built for anyone, which means they're optimized for no one. Practivo is scoped, built, and managed specifically for personal injury law firms.

Done For You, Not DIY

We build it, manage it, and improve it. No tech team or learning curve required.

Built by Someone Who's Done The Work

Practivo was built by someone who has operated inside PI-adjacent case and claims environments, not learned from a case study.

Ongoing Management Included

We don't hand you a tool and walk away. Your system is monitored and improved as your business grows.

How It Works

Up And Running In Four Steps.

No lengthy contracts. No IT team required. Just systems that work.

01

Discovery Call

We learn your current workflows, biggest bottlenecks, and where time and revenue are slipping through the cracks.

02

Custom System Design

We build an automation stack tailored specifically to your firm, not a generic template.

03

Implementation & Training

We handle the full setup and walk your team through everything so adoption is seamless from day one.

04

Ongoing Optimization

We monitor performance, refine your systems, and scale what's working as your business grows.

Kristy Clarke, Founder of Practivo AI
A Message From The Founder

Inside The Machine.

Running a firm means solving a hundred problems before noon. I know that feeling from the inside.

Before Practivo, I spent years working alongside personal injury firms, running operations and living inside the exact problems my clients face today.

If you're here, you probably already know something needs to change. My job is to figure out exactly what that is for your business, then build it, manage it, and make sure it actually works. You handle your clients. I'll handle this.

Kristy ClarkeFounder, Practivo AI

Medical Records Handled With HIPAA-Aware Care.

Every case involves medical records, bills, and sensitive client data. Every system we build handles that data with the same care HIPAA-aware handling requires: appropriate agreements, platform configurations, and access controls are in place before anything launches.

Free Resource

Not Sure Where AI Fits In Your Firm?

Grab the free checklist. 30 questions, 5 minutes, instant clarity on where your biggest AI opportunities are hiding.

AI Readiness Checklist for PI Law Firms cover
For PI Law Firms

AI Readiness Checklist for PI Law Firms

Discover where slow intake, manual follow-up, and admin overhead are limiting your caseload and revenue.

Free · Instant delivery · No spam
The Bottom Line

Your Systems Should Work Harder Than Your Staff.

We make that happen.

The Old Way

  • Staff manually calling every lead that comes in
  • Status updates depend on someone remembering to call
  • Records tracked in an inbox or a spreadsheet
  • Demand packages assembled by hand, case by case
  • Reviews requested only if someone remembers to ask

The Practivo Way

  • AI answers every call, qualifies, and books the consultation
  • Clients get an automatic update the moment a case stage changes
  • Every record and bill tracked and linked to the case automatically
  • Demand packages tracked start to finish, AI-assisted on Premium
  • Every settled case triggers a review request automatically
Still Have Questions?

Frequently Asked Questions

How is this different from a generic automation agency?
Generic agencies build workflows for any industry, which means none of it is built around how a PI case actually moves. Practivo only builds for personal injury law firms, so the intake questions, pipeline stages, and case-data handling are scoped to your world from day one.
What's the difference between Base and Premium?
Base runs the core version of each system, fully functional on its own. Premium adds AI processing, deeper integrations, or higher-touch management on top of that same system. You're never missing a core capability on Base. Premium is what you grow into, not what you're missing out on.
Do I need an IT team or any prior technical experience to get started?
No. We build, configure, and manage everything. Your team gets trained on how to use what's in front of them, not how to build or maintain it.
How long does implementation take?
It depends on how many systems you're starting with and what's already in place. Your Discovery Call ends with a clear timeline for your specific build, not a generic estimate.
Can I start with Base and upgrade later?
Yes. Most firms start with the Base systems that matter most for their bottleneck, then add Premium tiers or additional systems once the first ones are proving out.
How do you handle medical records and sensitive case data?
Every case involves medical records, bills, and sensitive client information. Every system is built with data privacy and compliance in mind, and the right agreements, platform configurations, and access controls are in place before anything goes live.

Unresolved Questions?

If your question is about a specific system, tier, or an edge case in your firm's workflow, skip the guessing and ask us directly.

Contact Our Team
Ready to Start

Build Your System

Book a free 30-minute workflow review. We'll identify exactly where your firm is losing time and revenue, and show you which system is worth fixing first. No pitch deck. No pressure. Just a practical conversation.

Book A Workflow Review
Industry Resource

What 800 Intake Calls Revealed About a Firm That Thought It Was Good

Kyle Wright believed his intake was dialed in, until an AI agent analyzed all 800 of his firm's January calls and delivered a report that stung. Leads lost on hold. LSAs going unmonitored. Cases walking out the door invisibly. His own words: "I couldn't believe the amount of leak that we had."

Personal Injury Mastermind with Chris Dreyer
Featured Episode

EP 418: Kyle Wright on Plugging Intake Leaks

Personal Injury Mastermind with Chris Dreyer

Kyle Wright of Wisehart Wright Trial Lawyers shares what happened when an AI-powered audit exposed the gaps his firm never knew existed...and the immediate changes that followed.

  • How high-performing firms find the intake leaks they didn't know existed
  • Why your team can't surface what AI catches in minutes
  • The real cost of leads lost before they ever reach a closer
  • How Practivo's AI Intake Audit surfaces your firm's blind spots