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B2B SaaS · Attorneys Only · IOLTA & HIPAA Compliant

AI Claim Intelligence for Personal Injury Attorneys.

Insurance Intelligence Pro turns raw case data into structured, actionable analysis — built exclusively for licensed personal injury attorneys, with the regulatory guardrails your practice requires.

No client-facing legal advice · Attorney work-product protected · IOLTA-ready trust accounting

IQ Engine Inside HIPAA Infrastructure
IncidentApp Letter Hub — practitioner-facing correspondence templates ready for attorney review
Compliance First

Built for regulated practice.

Three foundations every PI firm needs before adopting AI. We start there.

IOLTA Compliant

Full compliance with Interest on Lawyers' Trust Accounts rules. Trust accounting, escrow tracking, and disbursement workflows that meet state bar requirements across jurisdictions.

HIPAA Infrastructure

PHI-Proxy and PHI-Tokenizer ensure all medical data is processed without exposing protected health information. Your clients' data never touches AI in the clear.

Ethical AI Guardrails

No unauthorized practice of law. No client-facing legal advice. All intelligence is attorney work-product, protected by privilege. Built to augment your judgment, not replace it.

The Workflow

From intake to resolution.

Six tools, one platform. Each designed to compound the others.

Claim Intelligence Dashboard

Build comprehensive case profiles that evolve as medical records and evidence develop. Powered by the IQ Engine.

Carrier Analysis

Analyze how specific carriers and adjusters have handled similar claims. Access historical patterns to inform your case strategy.

Claim Strategy Tools

AI-driven intelligence that helps you time demands, evaluate counter-offers, and make data-driven decisions.

Jurisdiction Analysis

Venue-specific verdict data, damage cap modeling, and judicial tendency insights for any jurisdiction.

Smart Intake Forms

Web-based client intake that auto-structures data for immediate AI analysis. No re-entry, no delays.

Demand Package Builder

Auto-generate comprehensive demand letters with AI-assembled medical chronologies, liability analysis, and valuation support. Hours of work in minutes.

Core Technology

The IQ Engine.

A proprietary multi-layer AI engine combining medical, legal, and predictive intelligence — patent-pending and built exclusively for licensed personal injury attorneys.

  • 01Medical Intelligence — injury severity, treatment, costs
  • 02Jurisdiction Awareness — verdict history, damage caps, tendencies
  • 03Case Pattern Matching — comparable historical outcomes
01 / Layer

Medical Intelligence

Understands injury severity, treatment patterns, and medical costs — maps everything to the legal implications that matter for your case.

02 / Layer

Jurisdiction Awareness

Knows how your venue thinks — verdict history, damage caps, comparative fault rules, judicial tendencies specific to where your case is filed.

03 / Layer

Case Pattern Matching

Compares your case against thousands of historical outcomes with similar injuries, demographics, and circumstances.

Lien Resolution Engine

End the spreadsheet era.

Auto-identify, track, and organize every medical lien across providers — no missed liens at disbursement.

Medical Lien Tracking

Automatic provider identification across hospital systems, specialty clinics, and individual practitioners. One source of truth.

Reduction Workflows

Standardized templates for lien reduction negotiations. Track every offer, counter, and acceptance in the case file.

Disbursement Math

Net-to-client calculations that account for fees, costs, liens, and reductions in real time — auditable and exportable.

Augment judgment. Never replace it.

— The Insurance Intelligence Pro Operating Principle

See it in action.

30-minute walkthrough with a member of the founding team. Built for firms ready to compound their judgment with AI.