Run your PI practice in a single conversation.

Hand Delta the medical records, the police report, and the carrier correspondence. Tell it what you need. Delta builds the chronology in Word, drafts the demand letter, emails the adjuster from your inbox, and logs the time in Clio. One sentence. Many tools. Hours of work, done in one go.

5
tools Delta runs across in a single conversation
1 sentence
to draft, send, and log a demand letter
0
third-party AI providers touching your client data

CaseDelta is the personal assistant for personal injury firms that work across Clio, Word, Gmail or Outlook, Google Drive, and Calendar. Delta connects to the tools your firm already uses and runs both the legal research and the administrative work across them, so you can focus on winning more cases instead of switching between five apps to manage one.

The problems you already know

Your stack is fragmented across five apps

Records in Drive. Drafts in Word. Adjuster threads in Outlook. Case data in Clio. Time entries somewhere else. Every workflow means switching contexts and copying details by hand.

Demand packages take days, not hours

Pulling records, building a chronology, calculating damages, drafting the letter, attaching exhibits, sending to the carrier, logging the work. Each step lives in a different tool. The full sequence eats a day per case.

Vertical AI tools force you to adopt yet another platform

Every legal AI on the market lives inside one app and only handles one slice of the workflow. Your firm ends up with another silo to manage instead of one assistant that connects what you already have.

Client data ends up in places it should not be

Free AI tools route prompts and attachments through third-party providers. For a firm holding medical records and settlement details, that is a malpractice and HIPAA exposure waiting to happen.

How Delta runs your personal injury practice

Delta connects across the tools your firm already uses and runs the legal and administrative work in one conversation. Many tools, hours of work, done in one go.

1

Connects across the tools your firm already uses

Clio, Microsoft Word, Gmail or Outlook, Google Drive, Calendar, DocuSign, Westlaw. Delta works inside your existing stack rather than asking your firm to migrate to a new one.

2

Runs full demand workflows in one conversation

Tell Delta what you need. It pulls medical records from Drive, builds the chronology in Word, computes specials, drafts the demand letter, sends it from your inbox to opposing counsel, and logs the time in Clio. One conversation. One sentence.

3

Handles thousands of pages of records in minutes

Hand Delta the full medical and billing record set. It extracts treatment timelines, providers, billing totals, and gaps. You get a structured chronology and a billing summary you can drop into the demand package.

4

Morning briefing across your active cases

Walk in to a briefing of what changed over the weekend, what is due this week, and which adjusters owe you a response. Built across Clio, Outlook, and your calendar. The only proactive feature on Delta, by design.

5

Private enterprise deployment. Your data stays yours

CaseDelta runs on a private enterprise deployment. Your client files never touch a shared model or a third-party AI provider. No training on your data. Enterprise-grade security, sized to your firm.

This is what Delta runs across the firm

The tools Delta connects to, the workflows it runs, and the guardrails on your firm’s data. One assistant across the stack you already use.

What Delta runs across the firmSample PI firm
Tools connected
Clio, Microsoft Word, Outlook, Google Drive, Google Calendar, DocuSign
Workflows Delta runs
Records review and chronology, demand letter drafting, opposing counsel correspondence, time entry, calendar holds, exhibit prep.
One-sentence example
"Build the chronology for Hernandez from the records in Drive, draft the demand at 3x specials, email it to the adjuster, and log my time."
Daily briefing
Cases needing attention today, deadlines this week, adjusters who have not responded, settlement authority expiring.
Data handling
Private enterprise deployment. No third-party AI providers. No training on firm data.

Frequently asked questions

Delta connects to the tools your firm already uses (Clio, Word, Gmail or Outlook, Drive, Calendar, DocuSign, Westlaw) and runs work across them in one conversation. Your firm does not adopt a new platform. You keep your stack and add an assistant that works on top of it.

Yes. Hand Delta the medical records and case file. In one conversation it extracts the treatment chronology, totals the billing, drafts the demand letter in your firm's voice, attaches exhibits, sends from your email to opposing counsel, and logs the time in Clio. The attorney makes the calls. Delta makes them happen.

Delta ingests the records and produces a structured chronology with provider attribution, treatment timelines, and billing summaries. It flags gaps and inconsistencies. You get a chronology you can drop into the demand package, with source citations to every record.

Nowhere outside CaseDelta. We run on a private enterprise deployment. Your firm's data never touches a third-party AI provider. No shared servers, no training on your files. This is the deployment model, not a setting.

No. Delta connects to Clio and works alongside it. Cases, contacts, and time entries continue to live in Clio. Delta reads from and writes to Clio so your case management stays the source of truth.

See Delta in your stack.

See Delta run a full demand workflow across your existing stack. Live demo, twenty minutes.

Book a demo