What Does AI Case Preparation Do for an Injury Firm?
How the case preparation agent turns a scattered file into an organized, attorney-ready package.
AI case preparation is the step where a scattered personal injury file gets assembled, organized, and checked before the demand goes out. It pulls the records, bills, and reports into one place, builds a clean timeline, and flags what is missing, so a licensed attorney reviews an organized package instead of a stack of loose PDFs. The work is operational. The judgment stays with the lawyer.
Here is what that looks like on a real matter, and why it matters for a small firm running on contingency.
Nimbus Marlowe is the AI operations layer for personal-injury law firms, starting with intake. ## What is case preparation in a personal injury firm?
Case preparation is everything that happens between signing a client and sending a demand. It is the medical records request, the bill tally, the police report, the wage-loss documentation, the treatment chronology, and the photos that tie the story together. On a car-accident case, that file can run hundreds of pages from a dozen different sources. None of it moves the matter forward until someone organizes it.
In most small firms, this job lands on whoever has a free hour. A paralegal, a legal assistant, sometimes the attorney at 9pm. It is slow, it is easy to let slip, and a half-built file is the single most common reason a demand sits for months while a client waits.
What does case prep look like on one file?
Picture a rear-end collision that came in three weeks ago. The client has been to an urgent care, a chiropractor, and one orthopedic visit. Records are trickling in from all three. There is a police report, a couple of phone photos of the bumper, and a voicemail from the adjuster.
Without an operations layer, that file is a folder of attachments nobody has opened in order. The medical specials are not tallied. Nobody has noticed the radiology report referenced in the ortho note never actually arrived. The wage-loss letter the client promised is still outstanding. The demand cannot go out because the file is not ready, and the file is not ready because building it competes with intake, calendaring, and every other fire on the desk.
With the case preparation agent, the same file looks different. The records are sorted by provider and date. The specials are added up. A two-minute chronology lays out date of loss, treatment start, providers seen, and gaps in care. A short list of open items sits at the top: missing radiology report, unreturned records request, wage-loss letter still owed. The attorney opens one organized package instead of reconstructing the matter from scratch.
How does the case preparation agent work?
The case preparation agent is the operations layer that assembles the file. It sits in front of the practice-management system the firm already uses. It does not replace that system. It does the legwork a person would otherwise do by hand.
On a new matter, it gathers records as they arrive, sorts them by provider and date, and pulls the key facts into a structured summary. It builds the chronology. It tallies the medical bills. It notes what is still outstanding and keeps that list current as documents come in. The result is a file a licensed attorney can review in minutes rather than rebuild over an afternoon.
Then it stops. The organized package goes to a licensed attorney, who reviews it, corrects anything off, and decides what the case is worth and when the demand goes out. The agent never assesses the claim, never sets a value, never computes a deadline, never makes a legal call. It readies the file. The lawyer practices law.
Why does attorney review matter here?
Because case preparation touches the substance of the matter, the review step is the whole point, not a line of fine print.
Every output the agent produces is a draft. The chronology is a draft. The specials tally is a draft. The list of open items is a draft. A licensed attorney reads it, confirms it against the file, and adopts it before anything leaves the firm. That supervision chain is what separates an operations tool from software pretending to practice law. The attorney stays responsible for the work product, exactly as the rules of professional conduct require, and the agent simply gets them there faster.
For a solo or small firm, that is the trade that actually makes sense. You are not handing judgment to a machine. You are handing off the assembly so the judgment happens sooner and on a cleaner file.
What does this change for a small firm?
The math is simple. A part-time paralegal or legal assistant to handle case prep runs $3,000 to $4,000 a month, and still only works business hours. Their file assembly competes with every other task on their desk, so cases wait in line behind whatever is loudest that day.
The case preparation agent does not wait in line. It works the file as records arrive, at a flat published rate per completed unit of work. Case preparation is $95 per file assembled. No seats, no monthly software tier, no percentage of the recovery. The fee is identical whether the case resolves for a little or a lot, because a vendor should never have a hand in the fee. The CRM the file lives in is free, and it is never invoiced.
That means the demand comes together in days instead of drifting for weeks, and the attorney spends their hours on the parts only a lawyer can do.
How does case preparation fit the rest of the ops layer?
Case prep is one piece of a single operations layer that runs from the first call to the final follow-up.
The intake coordinator answers the 9pm car-accident call by voice, qualifies the lead, and books the consult. Case preparation assembles the file once the client signs. The demand letter drafter turns that assembled file into a complete draft for the attorney to review and send. Collections follow-up keeps post-resolution outreach moving so nothing quietly slips. One layer, one flat per-unit price list, every output reviewed by a licensed attorney. That is the difference between an operations layer and a shelf of point vendors, each doing one document type at a price you have to ask for.
Frequently asked questions
Does the case preparation agent decide what a case is worth?
No. The agent assembles and organizes the file. A licensed attorney reviews the package and makes every legal judgment, including case value, strategy, and timing. The agent handles operations, not legal analysis.
Does Nimbus take a percentage of the settlement?
Never. Every fee is flat and published, the same regardless of outcome. Case preparation is $95 per file assembled. Nimbus does not take a percentage of any recovery, settlement, or judgment, and it never holds or transmits client funds.
How much does case preparation cost?
It is a flat $95 per completed file, pay as you go, with no minimum and no seats. A committed plan offers discounted per-unit rates with a $500 monthly minimum, realized as a simple true-up line item when usage falls short. The CRM itself is free.
Do we have to replace our current case-management system?
No. The operations layer sits in front of the practice-management system you already use. It does the assembly and drafting work, and your existing system stays exactly where it is.
If your files sit half-built while cases wait, the fix is not another hire. Sign up now and start on the free CRM, or see it on a live call and we will walk your intake-to-demand workflow end to end.
Put your firm's operations on autopilot. Reviewed by you.
Nimbus Marlowe is the AI operations layer for personal-injury firms. The CRM is free, pricing is flat and per-unit, and every output is a draft your attorneys review and adopt.