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Personal injury firms work differently from general practices. They track medical treatment, liens, statutes of limitation, settlement negotiations and contingency fees across many cases at once. Generic tools struggle with that. This guide compares the best personal injury case management software in 2026, with verified CasePeer pricing and honest notes on the competition.
Quick answer: CasePeer is purpose-built for PI, with medical treatment tracking, settlement negotiations and statute alerts in every plan, starting at $90/user/month. Larger, litigation-heavy firms often also evaluate Filevine, SmartAdvocate and Litify.
Pricing below was checked on vendor pricing pages in October 2026. Vendors change prices often, so always check current pricing before you buy.
Best personal injury case management software at a glance
| Tool | Best for | Starting price | PI-specific features |
|---|---|---|---|
| CasePeer | PI-focused small to mid-size firms | $90/user/mo (Basic) | Medical tracking, settlements, statute alerts |
| Filevine | Customizable, larger firms | Check current pricing | Configurable PI templates |
| SmartAdvocate | High-volume PI and mass torts | Check current pricing | PI and mass tort focus |
| Litify | Enterprise firms on Salesforce | Check current pricing | Built on Salesforce |
| MyCase | Generalist firms that also handle PI | $50/user/mo annual (Basic) | General; SOL deadlines, trust |
Must-have features for PI firms
- Medical treatment and records request tracking
- Statute of limitations alerts
- Settlement negotiation tracking and settlement statements
- Case expense and client trust tracking
- Intake management and two-way texting
- Reporting on case value, stages and staff productivity
The best personal injury case management software in 2026
1. CasePeer — best overall for personal injury
CasePeer is cloud-based case management built specifically for personal injury law firms and part of the 8am family. Its pricing page lists: Basic $90/user/month (case and contact management, tasks, client portal, automated statute alerts, settlement negotiations, medical treatment tracking, case expense and client trust tracking, calendaring, unlimited document storage). Pro $130/user/month adds client intake management, unlimited two-way texting with images, case stage screens, litigation event plans, 50+ additional reports, 20+ integrations and 8am IQ legal AI. Advanced $160/user/month adds scheduled texts, data sync, multi-office reporting, an intake investigator portal, case grades and API access.
CasePeer says there is no long-term contract or setup fee, plans can be changed anytime with proration, and support is in-house by phone, chat and email. Payments integrate with LawPay. Read our CasePeer review, CasePeer pricing and CasePeer vs Clio.
Pros
- PI workflows (medical, settlements, SOL) included from the Basic tier
- No long-term contract or setup fee
- Transparent published pricing
Cons
- Built for PI only, so it is less suited to mixed-practice firms
- Intake, texting and AI require Pro or higher
2. Filevine
Filevine is a highly configurable case management platform used by many PI and litigation firms. Check current pricing; it is generally sales-quoted.
Pros
- Very customizable
- Strong litigation tooling
Cons
- Setup and configuration take effort
- Pricing not published here
3. SmartAdvocate
SmartAdvocate focuses on plaintiff PI and mass tort practices. Check current pricing.
Pros
- Deep plaintiff-side focus
Cons
- Interface can feel dense
- Pricing not verified
4. Litify
Litify is built on Salesforce and aimed at larger firms with complex operations. Check current pricing.
Pros
- Enterprise scale and reporting
Cons
- Higher cost and implementation effort (check vendor)
5. MyCase
For general practices that handle some PI, MyCase provides case management, SOL deadline reporting, trust accounting and LawPay payments from $50/user/month billed annually. It lacks CasePeer’s PI-specific medical and settlement tracking. See MyCase pricing.
Pros
- Broad all-purpose features
- 10-day free trial
Cons
- Not PI-specific
What CasePeer costs for a real team
CasePeer charges per active user, so the plan choice scales with headcount. Here is the arithmetic for a five-person PI firm (two attorneys, three case managers) at CasePeer’s published rates:
| Plan | Per user/month | 5 users/month | 5 users/year |
|---|---|---|---|
| Basic | $90 | $450 | $5,400 |
| Pro | $130 | $650 | $7,800 |
| Advanced | $160 | $800 | $9,600 |
The jump from Basic to Pro ($2,400/year in this example) buys client intake management, unlimited two-way texting that accepts images, case stage screens, litigation event plans, 50+ additional reports (including High Value Cases, Medical Requests and Firm Productivity), 20+ integrations and 8am IQ AI writing help. For PI, texting with images matters a lot: clients send photos of injuries, vehicles and bills. If your intake currently runs through a separate CRM, Pro can replace it.
Advanced makes sense mainly for multi-office firms. It adds the multi-office reporting suite, data sync for outside reporting, scheduled texts, an intake investigator portal, case grades and API access. CasePeer’s FAQ says you can upgrade or downgrade anytime with prorated changes and cancel anytime, so starting on Pro and moving up later is low-risk.
MyCase for mixed practices: current tiers
If PI is only part of what you do, MyCase’s pricing page (checked October 2026) lists:
- Basic: $50/user/month annually ($60 monthly). Case management, time entry, invoicing, trust accounting, online payments with next-day deposits, customizable reporting (including statute deadlines), limited client portal.
- Pro: $100 annually ($120 monthly). Adds automated workflows, intake forms and legal CRM, two-way texting with images, unlimited eSignature and document generation, and 70+ integrations.
- Advanced: $130 annually ($150 monthly). Adds 8am IQ Case Assistant, 8am IQ Discovery Assistant (OCR, 5,000 pages per user per month shared across the firm), advanced document automation, conflict check tracking, split billing and an open API.
The Discovery Assistant’s OCR allowance is worth noting for PI firms that handle large volumes of medical records. Still, MyCase has no equivalent of CasePeer’s medical treatment tracking or settlement negotiation module.
Don’t lose the case before it reaches the software
PI is won or lost at first contact. Injured people call the next firm on the list if nobody answers. Whatever case management you pick, check your after-hours coverage:
- Ruby lists 24/7 live answering (including nights, weekends and holidays), Spanish and bilingual call handling, lead qualification and intake, scheduling, and HIPAA-compliant services. Ruby says it charges no setup or onboarding fees. Its plans are priced by receptionist minutes, so ask sales for the current rate for your call volume.
- CasePeer Pro’s intake management, or Advanced’s intake investigator portal, can then pick up the lead and track it to a signed case.
Implementation checklist for PI firms
- Export your open-case list first, including SOL dates. Check every statute date after migration. Never assume the import got them right.
- Map your medical providers and lien holders as contacts before moving cases, so treatment records attach to the right provider.
- Rebuild your settlement statement template and test it on a closed case with known figures.
- Connect payments. LawPay lists a CasePeer integration, and both sit under 8am.
- Ask for migration help. CasePeer lists a dedicated data migration line, and onboarding support by phone, chat and email at no extra cost.
Questions to ask Filevine, SmartAdvocate and Litify
We haven’t verified pricing for these three because none of them publishes rates. On a demo, ask: What is the per-user price and the minimum seat count? Is there an implementation fee, and how long does go-live take? Are medical, lien and settlement modules standard or configured for you? What does a data export look like if we leave? Get the answers in the order form. For a contrast with general-purpose tools, see CasePeer vs Clio.
How to choose
If PI is most of your practice and you want PI workflows out of the box, start with CasePeer. If you need deep customization or enterprise scale, demo Filevine and Litify. Pair your system with AI tools like AI medical chronologies and the medical chronology template with Bates numbers. For collecting fees, see Best Legal Billing Software 2026. For automating demand letters and intake documents, see Best Legal Document Automation Software 2026. Immigration practices should read Best Immigration Case Management Software 2026.
FAQ
What is the best personal injury case management software?
For PI-focused small and mid-sized firms, CasePeer is our top pick for its built-in medical, settlement and statute tracking. Filevine, SmartAdvocate and Litify are common alternatives.
How much does CasePeer cost?
CasePeer lists Basic at $90, Pro at $130 and Advanced at $160 per user/month, with no long-term contract or setup fee.
Does CasePeer have a client portal?
Yes. A client portal is included in the Basic plan.
Can CasePeer accept online payments?
LawPay lists an integration with CasePeer. Check the setup details with the vendor.
Is CasePeer part of 8am?
Yes. CasePeer is part of 8am, alongside MyCase, LawPay and Docketwise.