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SettleCase.ai BETA SETUP

Welcome to SettleCase.ai

Let's set up your firm's yield engine. This takes about 10 minutes and makes every demand recommendation specific to your practice — not industry averages.

Step 1 of 5 — Practice Profile
Tell us about your firm
We calibrate the yield engine to your practice type and jurisdiction.
Personal Injury — Motor Vehicle
Car, truck, motorcycle accidents
Personal Injury — Premises Liability
Slip and fall, property negligence
Mass Tort
Specify tort types below
Workers Compensation
Employment Law
FLSA, discrimination, wrongful termination
Other
Step 2 of 5 — Demand Workflow
How you handle demands today
We build SettleCase around your current process, not against it.
The attorney personally
A paralegal or legal assistant
Outside service / vendor
It varies
Under 1 hour
1–3 hours
3–6 hours
6+ hours
Experience / gut feel based on similar cases
Multiple of specials (medicals × multiplier)
Comparable verdicts or settlements researched manually
Adjuster / insurer relationship — I know what they'll pay
Combination of the above
Step 3 of 5 — Insurer Profile
Your top carriers
List the 5–10 insurance carriers you deal with most. We'll pre-build their behavioral profiles from your settlement data.
Step 4 of 5 — Settlement History
Seed your yield engine
Your settlement history is the core dataset — it tells us what your firm actually gets, not industry averages. Even 20–30 cases is enough to start.
Why we need this

We need your last 12 months of closed cases: injury type, special damages, demand sent, final settlement, insurer, state, city, and days to settle. This powers personalized demand recommendations specific to your practice — not generic advice.

📄
Upload CSV Now
Export from Filevine → upload here
Go to Import →
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Send Us Your Data
We'll load it for you within 48 hours
Step 5 of 5 — CRM Connection
Connect your case management system
Optional for beta — but connecting now means automatic data sync going forward. You can also skip and connect later from Settings → Integrations.
Filevine API Connection

We connect via Filevine's REST API to sync settlement data automatically. We handle the technical setup — just need your org info.

Confirm Filevine Setup