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.
Personal Injury
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.
Overview
What CaseDelta does for personal injury firms.
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.
By the numbers
What that looks like in practice.
5
tools Delta runs across in a single conversation
1 sentence
to draft, send, and log a demand letter
0
of your client data used to train AI models
The problem
The work that piles up.
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.
How Delta handles it
How Delta runs your personal injury practice.
Delta works across the tools your firm already uses and does the routine work end to end. A person on your team reviews and approves before anything leaves the firm, and every output is cited to its source.
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
Per-firm isolation. Your data stays yours
Each firm's data is isolated, encrypted at rest and in transit, and never used to train AI. Your files are never sold or shared. Every action Delta takes is logged for a full audit trail, sized to your firm.
What you get
What Delta runs across the firm.
The tools it connects to, the workflows it runs, and how your firm's data is handled. One teammate across the stack you already use, with a person signing off before anything goes out.
Questions
Frequently asked questions
How does Delta fit into a personal injury firm's existing stack?
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.
Can Delta build a full demand package end to end?
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.
What does Delta do with thousands of pages of medical records?
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.
How does CaseDelta handle our client data?
Each firm's data is isolated and encrypted at rest and in transit. Your files are never used to train AI, and never sold or shared. Every action Delta takes is logged, giving you a full audit trail for bar compliance and reasonable efforts under ABA Rule 1.6.
Does Delta replace Clio or our case management system?
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.
Compare
Comparing your options?
See how CaseDelta stacks up against the tools firms like yours evaluate.
See Delta work your personal injury cases in your own tools.
See Delta run a full demand workflow across your existing stack. Live demo, twenty minutes.