Guides

Practical guides for small PI firms.

Checklists and how-tos you can use this week, whether or not you ever use Meruit.

All guides

5 posts shown

· 4 min read

Building a medical chronology that holds up

What to include in a personal injury medical chronology, how to cite every entry to the page, and the gaps an adjuster or defense lawyer will look for first.

  • Medical records
  • Personal injury
  • Demand letters

· 3 min read

Checking AI citations before you file

What Mata v. Avianca taught the profession about AI and case law, and a simple routine any small firm can use to check every citation before it files.

  • AI
  • Ethics
  • Litigation

· 3 min read

Writing a demand letter insurers take seriously

A practical structure for personal injury demand letters, the evidence that supports each part, and the details insurance adjusters check first.

  • Demand letters
  • Personal injury
  • Medical records

· 3 min read

Choosing practice software for a small firm

How to compare practice management and AI software without a buying team, and the questions about data, money and leaving to ask every vendor, including us.

  • Firm management
  • Security
  • Pricing