##### Workflow Automation

# Automate File Review Across Your Entire Caseload

From intake to resolution, proactively analyze your case to surface risks, identify treatment gaps, and drive case decisions for your team.

[Schedule a Call](/content/schedule-call/index.html)

[Watch Now](/content/products/workflow-automation/#/index.html)

##### ENTIRE CASE LIFECYCLE

# Keep Your Cases Moving

01

Quickly Qualify Cases

Intelligently screen cases at intake to determine which cases to take on, and onboard clients 9x faster.

Explore [intake solutions](/content/intake/index.html).

02

Prioritize Your Best Cases

Automatically detect high-value indicators and route cases to the right teams.

03

Guide the Client’s Treatment

Flag MRIs, surgeries, treatment compliance, and gaps in care, so your team can proactively guide the client’s treatment and address issues before they impact case value.

Explore [treatment solutions](/content/treatment/index.html).

04

Streamline Team Handoffs

Easily note litigation-ready cases with ready-to-review summaries for smooth transitions.

05

Proactively Identify Case Risks

Find bad facts and potential inconsistencies before they compromise your case value.

06

Get Ahead of Discovery

Identify key characters found in the defendant’s discovery that could have relevant information you need to support your claim.

Explore [discovery solutions](/content/discovery/index.html).

07

Screen Cases for Mass Tort Opportunities

AI Playbooks automatically detects mass tort markers, reducing time-intensive manual case reviews and freeing up legal team resources.

##### AI Playbooks

## Answers Ready When You Are

Seamlessly integrated with your CMS, specialized AI models review every new case file the moment it’s added. AI Playbooks extract key facts, identifies high-value opportunities, and drives case decisions, across every case.

“Sunset West sees 4x more case reviews with AI Playbooks, for a 75% reduction in case review time.”

Antonio Lopez Jr.

Director of Pre-Litigation Operations, Sunset West Legal Group

## Features

### Verify in Seconds With Line-Level Citations

Every response is easily validated and traced directly back to the source.

### A Clear Record of Every Analysis

Track when playbooks run and what was generated, all in one clear history.

### 100% Automated For Real-Time Results

Set it and forget it with one-time configuration.

### Full Control and Customizability

Customize each playbook to apply your firm’s best practices at scale.

## Everything You Need to Review a Case

Proactively identify risks and keep discovery accurate, consistent, and defensible at every step.

#### Build A Stronger Negotiation Strategy

Strengths and weaknesses update automatically to help build a stronger case and anticipate adjuster arguments.

#### Review Your Client’s Care Timeline

Use an interactive timeline of your client’s care to quickly review treatment and spot gaps or missing records.

#### Understand Case Financials At A Glance

See a clear breakdown of medical bills versus policy limits throughout the case.

### Why EvenUp

- **Built for PI** [Piai™](/content/piai/index.html) is trained on the largest structured PI dataset.
- **Line-level citations** Verify every response with citations down to the specific line.
- **Unmatched accuracy** Continuously refined by legal and medical professionals.
- **Tailored onboarding** Personalized plans tailored to your workflows and local laws.

### Other Legal AI Platforms

- **Generic AI** One-size-fits-all AI trained on irrelevant data.
- **Black-box responses** Broad citations make answers hard to verify or trace back.
- **AI hallucinations** AI that misses details and hallucinates without transparency.
- **You’re on your own** Uniform onboarding and DIY setup delays adoption and ROI.

## All-In-One, Case-Based Pricing

[Schedule a Call](/content/schedule-call/index.html)

Communication Agents™Medical Management™Workflow Automation™Express Demands™Companion™Settlement Repository™Case & Negotiation PrepExecutive Analytics™MedChrons™AI Drafts™Expert DemandsCommunication Agents™Medical Management™Workflow Automation™Express Demands™Companion™Settlement Repository™Case & Negotiation PrepExecutive Analytics™MedChrons™AI Drafts™Expert Demands

Click for sound