Yourcasebrain.Yourworkengine.
Upload records. Get litigation-ready work packs — chronologies, discovery, demands, production indexes. Works standalone or synced with your PMS.
The problem
Your CMS tracks the case.
But who actually prepares it?
Your team is still manually building chronologies, drafting discovery, and assembling demand packets — even with a $50K case management system. The tools you have store data. They don't do the work.
Records pile up
Medical records, police reports, and bills arrive in fragments across email, fax, and portals. Your paralegals spend hours manually sifting through PDFs — even though your CMS already has a records tab.
Deadlines slip
Statute of limitations, discovery cutoffs, and filing deadlines live in spreadsheets, sticky notes, or buried calendar entries. One missed date = malpractice exposure — and no CMS truly prevents that.
Work product takes weeks
Chronologies, discovery responses, and demand letters require senior paralegal time. Every case repeats the same manual process — your $50K system stores the docs but never builds the work product.
How it works
Plugs into your workflow. Replaces the busywork.
Four steps. No new system of record required. Pleadly works alongside your existing PMS — it picks up where case management software stops.
Upload Records
Drop in medical records, police reports, bills. Or sync directly from your PMS. Pleadly classifies, OCRs, and indexes every page automatically.
AI Builds the Case Graph
Pleadly cross-references everything: providers, treatments, dates, gaps, and liability signals. Documents become structured, linked intelligence.
Review & Approve
Every AI output gets attorney review. Approve, edit, or request changes before anything leaves the system. You stay in control — always.
Export Work Packs
Download litigation-ready chronologies, discovery, demands, and production indexes. Push back to your CMS automatically.
See it in action
Book a WalkthroughWork packs
Four packs. Every case.
These aren't summaries or data dumps — they're the same deliverables your paralegals produce by hand. Pleadly drafts them in minutes. You review, approve, and export.
Chronology Pack
A complete medical treatment timeline your paralegals would spend days assembling — provider visits, diagnoses, procedures, treatment gaps, and inconsistencies flagged and organized.
Discovery Pack
Draft interrogatories, requests for production, and requests for admission — jurisdiction-aware and tailored to the case facts. What used to take a senior paralegal a full day, delivered in minutes.
Demand Pack
A structured demand letter with itemized special damages, general damages analysis, and policy limit calculations — the kind of thorough demand package that moves adjusters to settle.
Production Index
Bates-numbered document sets with exhibit labels, privilege logs, and production cover letters. Litigation-ready production packages that eliminate hours of manual formatting.
The difference
Before & after Pleadly.
Before
After
Save 40+ paralegal hours per case. Every case.
By the numbers
The math speaks for itself.
Average chronology generation time
Paralegal hours saved per case
Litigation-ready work products per case
Integrations
Works with your stack. Not against it.
Keep your case management system as your source of truth. Pleadly plugs in to handle the prep work — chronologies, discovery, demands — then pushes finished work product back.
Standalone Mode
Not ready to connect? No problem. Pleadly handles intake, case tracking, and pack generation entirely on its own. Start here and integrate later.
Connected Mode
Already running Clio, Filevine, or MyCase? Pleadly syncs cases, contacts, and documents automatically. Finished work product pushes back to your CMS in one click.
Pleadly doesn't replace your CMS. It does the work your CMS can't.
Pricing
Transparent pricing. Serious results.
No hidden fees. No long-term contracts. Cancel anytime.
The math
One paralegal at $25/hr × 40 hrs = $1,000/case
Pleadly pays for itself on a single case. Every month.
Growth
Unlimited users included
For boutique PI firms ready to automate case prep.
- Up to 150 intake calls/month
- Up to 3 team members
- AI intake (24/7 call handling)
- Chronology & Discovery packs
- Case viability scoring
- Lead dashboard & recordings
- Clio / MyCase integration
Professional
Unlimited users included
Our most popular plan for growth-focused PI and plaintiff firms.
- Up to 400 intake calls/month
- Up to 10 team members
- Everything in Growth
- All 4 work pack types
- AI follow-up sequences
- Firm-specific AI training
- 5 language support
- SOL monitoring & alerts
- Priority support
Enterprise
Unlimited users included
For multi-office PI firms that want the full AI case engine.
- Unlimited intake calls
- Unlimited team members
- Everything in Professional
- Medical records OCR & analysis
- Custom pack templates
- Custom integrations & API access
- Dedicated account manager
FAQ
Questions? We've got answers.
Yes. Every work pack goes through human-in-the-loop review before it can be exported. Pleadly drafts, your team approves. AI confidence scores and source citations are shown for every generated element.
Still have questions? Email us directly
Stop burning paralegal hours on work
Pleadly generates in minutes.
Book a 30-minute walkthrough. We'll show you the full pipeline on a real case.
“We used to spend 10+ hours per case on chronologies alone. Pleadly cut that to under 30 minutes.”
— Managing Partner, Southeast PI Firm
No credit card required. Early access firms get lifetime pricing locked in.