CasePortal is the operating system for personal-injury cases, keeping every case moving from intake to disbursement and telling your team exactly what to do next.
CasePortal runs every client and carrier conversation — reminders, records requests, demands, and counters — and logs each reply on the case.
Client communications
CasePortal emails and texts clients and providers from case templates — reminders, records requests, status updates — and logs every reply on the case.
CasePortalRemindersSending
0:12
“Reminder: your PT evaluation with Summit Ortho is Friday at 10:30 AM.”
Fri, Jun 20 · 10:30 AMConfirmed
HIPAA — in progress
SOC 2 — in progress
Demand & negotiation
CasePortal assembles the demand, delivers it to the carrier, and tracks every offer and counter through to disbursement.
CasePortalDemand & negotiationTracking
GEICO
Demand package & offers
PI-2026-0142
03/04/2026
CasePortal
GEICOOffer in
State FarmNegotiating
AllstateSettled
ProgressiveDemand sent
Clients engaged. Carriers handled.
Every exception becomes a task
Give CasePortal the case and it watches the clock — breached SLAs, missed treatment, looming statutes — turning every exception into a ranked, assignable task that says exactly what to do next.
CasePortalRecords requestRunning
◆Summit Ortho
Records & itemized bill
PI-2026-0142
34 days ago
CasePortal
Summit Ortho✓Received
Atlanta PT✓Received
Peachtree SpineRequesting
City MRIQueued
Demand-ready, automatically
Confirmed bills, providers, lost wages, and policy limits assemble into a demand packet with running totals — saved to the case and logged on the timeline the moment it’s ready.
Demand packetReady
✓Specials confirmed · Alvarez v. Redline
$78,000
$31,420
3 · all in
$100,000
$6,200
Ready to send
✓Saved to case
Timeline updated
One ranked worklist
Every open item across the caseload — breached SLAs, missed visits, offers to answer — scored by urgency, deadline, and case value, so your team works top-down instead of digging through folders.
Search your in-network providers by specialty and distance, place the client, and send the records request — without leaving the case.
Find & add provider21 results
Search by name…25 mi
Resurgens OrthopaedicsOrthopedics · 2.1 mi · in-network
✓ Added
Athletico Physical TherapyPhysical therapy · 3.4 mi · in-network
Add to case
Keep your team in control
CasePortal shows every change it made, who it notified, and the approvals along the way — a full audit trail on every case, so your team reviews and decides what happens next.
GEICO
State FarmNegotiating
AllstateSettled
ProgressiveDemand sent
CasePortal