Trust accounting and lien tracking that won't keep you up at night.
Insurance Intelligence Pro is a practice-management platform for personal injury and workers'-comp firms: intake, the matter lifecycle, documents and correspondence, trust accounting, medical liens, and settlement disbursement in one system — with trust-account checks and an immutable audit trail you can hand to an auditor.
No client-facing legal advice · Attorney work-product protected · Trust accounting for IOLTA recordkeeping
The money path runs on spreadsheets.
Many pre-litigation firms track trust balances, medical liens and disbursements in tools that were never built for them. It works until an audit, a bounced trust check, or a lien nobody logged.
Trust accounting is unforgiving
Client funds, lien payoffs and fees live in one IOLTA account. A three-way reconciliation that does not tie out is a bar problem, not a bookkeeping one. What auditors look for.
Liens hide until settlement
Medical providers, health plans and subrogation claims attach to the recovery. The ones nobody tracked surface at disbursement, when the number has already been promised to the client.
Intake and the matter drift apart
Facts captured at intake get re-keyed into the case file, the demand and the settlement statement. Every copy is a place for the record to diverge from what the client actually said.
Built for regulated practice.
Three foundations every PI firm needs before adopting AI. We start there.
IOLTA Trust Accounting
Trust accounting, escrow tracking, and disbursement workflows built to support a firm's IOLTA recordkeeping. Compliance stays the firm's responsibility.
Medical-Data Privacy
Clinical notes are encrypted (AES-256-GCM), medical records sit behind row-level security and role checks, and every read of a medical record is logged.
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 operational core, shipped.
The back-office a PI or workers'-comp firm runs on — built, in production, demo-ready.
Trust Accounting & IOLTA Recordkeeping
Per-matter trust ledgers, escrow tracking, and disbursement workflows that flag commingling.
Lien Resolution Engine
Track every medical lien across providers — assert, negotiate, and reduce. Every offer, counter, and authorization logged in the case file. No missed lien at disbursement.
Workers' Comp: WCMSA & Section 111
Workers'-comp settlement set-asides and Section 111 reporting, built on CMS-codified rules. Track WCMSA allocations, CMS approval status, and quarterly reporting payloads. Compliance assistance, not legal advice.
Disbursement Math
Net-to-client calculations that account for fees, costs, liens, and reductions in real time — auditable and exportable.
Bank Reconciliation
Import bank statements, match every deposit and disbursement three ways against the ledger and the settlement documents, and surface discrepancies at reconciliation, not at audit.
Audit-Ready Trail
Every trust-modifying action writes to an immutable, hash-chained audit log. Export a court- or auditor-ready bundle in one click.
Demand Package Builder
Demand packages drafted from the matter file — settlement figures and medical specials on a versioned firm template — logged to the audit trail and held for attorney review before anything leaves the firm.
Augment judgment. Never replace it.
Priced around your firm.
Custom per-firm licensing — one predictable subscription scoped to your attorney headcount and the modules you run. No per-case fees, no fee splits, no surprise seat charges. Request a quote and we'll put a number to it.
Per-firm licensing
One predictable subscription for your firm, scaled to seats and the modules you use — not billed per case.
Founding-cohort access
Early firms shape the roadmap and join ahead of general availability. Get on the waitlist and we'll bring you in as seats open.
Scoped to your practice
We size pricing to your firm in a short conversation — seats, modules, and volume. Reach out and we'll tailor a quote.
What firms ask.
What is Insurance Intelligence Pro?
Practice-management software for personal-injury and workers'-compensation firms, built by Appalanche Inc., a technology company. It covers intake, the matter lifecycle, documents and correspondence, trust accounting, medical liens and settlement disbursement in one system, designed to include trust-account checks (commingling flags, three-way reconciliation) and an immutable audit trail. In development toward launch.
Who can use it?
Attorneys and their staff. It is not a consumer product and it never gives legal advice to a client. Everything inside it is the firm's work product.
Does it handle IOLTA trust accounting?
It is being built to. Planned capabilities include trust ledgers per client and per matter, three-way reconciliation, lien and cost tracking, and a settlement statement that disburses from the funded amount. What PI firms need from trust-accounting software.
Is it available now?
It is in development toward launch. Firms can join the waitlist from this page; pricing is per firm, never per case or tied to outcomes.
Is Appalanche a law firm?
No. Appalanche Inc. is a LegalTech company in Wilmington, Delaware. It also builds IncidentApp, a free accident-documentation app for consumers. About the company.
See it in action.
30-minute walkthrough with a member of the founding team. Built for firms ready to compound their judgment with AI.