Case queues and routing
Configure how cases land with account managers by practice rules, ownership buckets, and operational status, without rebuilding the app for every process change.
Product
Everything your PI ops team needs in one system
Case PI Tracker is built for personal injury case operations in US healthcare practices. It is not a generic CRM with a healthcare sticker on it — and it is not an EHR replacement. It sits alongside your existing clinical and practice systems as the PI operations layer.
Case detail that stays complete
Status, notes, assignments, attachments, reminders, and history sit together so context is not lost between handoffs.
Dashboards for ops leads
See open work, attention items, and filtered views across practices so blockers surface before they become fire drills.
Admin and access control
Roles, permissions, memberships, and login domain controls keep multi-practice access intentional.
Auditability
Activity events track meaningful workflow changes so you can answer who changed what without reconstructing chat history.
Support inside the product
Staff can raise tickets with practice context instead of losing issues in a shared inbox.
Want to see it live?
Open the multi-practice product for evaluation, or discuss a Pilot when you are ready.
Evaluate the product. Discuss scope. Start a pilot.
Case PI Tracker is available as a live multi-practice environment with synthetic data. Engagements are practice-scoped, with dedicated engineer onboarding for your rollout.
Multi-practice and network engagements are custom-scoped — we quote after we understand your footprint.