AI for personal injury lawyers
Ultramarine Work reads the case folder your paralegal already keeps. The medical chronology, the specials and the demand package come back as files you can check against the records page by page.
Delgado-demand.docxExampleSettlement Demand on Behalf of Marisol Delgado
Liability
On February 3, 2026, your insured rear-ended Ms. Delgado’s car while she was stopped at the red light on Route 9 at Fenwick Road. The crash report cites your insured for following too closely, and an independent witness confirms that Ms. Delgado was stopped. (Ex. 1 at 2, Ex. 2.)
Injuries, treatment and specials
Ms. Delgado was taken to Harmon Valley Medical Center with neck and low back pain, and an MRI on March 10 showed a C5–C6 disc herniation. She completed 24 physical therapy visits and two epidural steroid injections at Ridgeway Orthopedics. Her medical specials total $86,400 billed and $31,200 paid. (Exs. 4–9.)
CheckedExhibit 7, the second injection note, is cited but missing from the folder. The other bills tie to treatment notes.
How it works
- 1
Open the case folder
Put in the medical records as providers send them, plus the itemized billing, the crash report, scene photos, authorizations, wage records and the defendant’s policy documents. It views images, so the faxed records go in as they arrived.
- 2
Ask for the piece of work
Name the work: the chronology, the specials worksheet, the records requests, the demand or the settlement statement. Files come back with figures tied to their source pages, and it says where the folder came up short rather than guessing.
- 3
Check it like a reviewer
Open entries at random and confirm the page says what the chronology claims. Recompute the specials against the bills, read the liability section as the defense would, and set the figure yourself.
Ask it for
“Build a chronology from these 1,300 pages of records: date, provider, complaints, findings, treatment, and a page cite on every entry. Flag gaps over 30 days.”
Delgado-chronology.xlsx“Draft records requests to the two remaining providers for full records, itemized billing and images, certified in PDF under the enclosed authorization.”
Provider-records-requests.docx“Make the Delgado demand: the medical narrative from the chronology, liability facts from the crash report, and specials of $86,400 billed against $31,200 paid.”
Delgado-demand.docx“Map the Redwood Mutual UIM claim, from the declarations page to the exclusions the carrier will lean on and what must happen before we can sue them.”
UIM-coverage-map.docx“Reconcile billed versus paid per provider, list the Medicare CPL items to dispute as unrelated, and build the settlement statement for the $300,000 gross.”
Settlement-statement.xlsx“Mark up the Delgado demand before it goes to the adjuster: the exhibits the letter cites but the folder lacks, and the bills with no matching treatment note.”
Demand-package-review.pdf
Inside the Personal Injury (plaintiff) mode
Client intake conflicts and engagement
Checks the police-report names and their variants against the closed files in the folder, then drafts the contingency fee agreement and non-engagement letters.
Medical records chronology
Turns the box of records into a dated chronology that cites the page for each visit, and flags the treatment gaps and prior complaints adjusters would hunt for.
Damages and lien resolution
Builds the billed-versus-paid schedule and drafts the settlement statement down to the client’s net, with dispute letters for the unrelated Medicare CPL items.
Demand letters and settlement
Drafts the demand package in the order adjusters read it, including the time-limited and mediation versions, and leaves the demand amount blank for you to set.
Insurance coverage analysis
Maps the claim onto the policy in the file: what the declarations page shows, which exclusions the carrier leans on, and the conditions precedent to suit.
Litigation support
Compares the IME deposition with the treating doctor’s notes point by point. After suit, it builds the fact chronology and codes the document review.
Discovery and depositions
Writes the interrogatories, the responses with specific objections, deficiency letters, third-party records requests and outlines for the doctor depositions.
Pleadings and motions
Starts the case with the complaint, drafts the answer with affirmative defenses, then the motions, with notices and proposed orders checked against local rules.
Court filing and docketing
Counts response dates under FRCP 6(a) and the state counting rules, calendars the statute of limitations with reminders, and assembles the e-filing checklist.
Trial preparation and exhibits
Assembles the exhibit list the demand already numbered, the witness list, the opposition to the defense’s motions in limine and the verdict form.
Legal billing and trust accounting
Reconciles the IOLTA account the way Rule 1.15 requires, bank to book to client ledger, before you pay out a settlement.
Legal memos and briefs
Prepares the objective memo when a court question comes up, such as venue or spoliation, plus the brief, opposition and reply a filed case eventually needs.
Legal authority verification
Verifies the cases and statutes it cites against their sources, quotes record lines only from the pages it read, and flags what it cannot confirm.
- Office skills
- Excel, Word, PowerPoint, PDF
- Tools
- Read, edit and write files, Search files, Run code, Search and read the web, View images
- Connectors
- SharePoint, Google Drive, Gmail, and additional custom connectors
- House style
- Your fonts, layouts and rules, on every file
Who it’s for
Plaintiff personal injury, medical malpractice and workers' compensation lawyers, case managers and paralegals.
Questions
Will it invent medical facts or case citations?
It can still get an entry wrong, so every number and statement carries its source file and page, and it flags what it could not find or reconcile instead of guessing. The checking stays with you, because a total the records do not support is a false statement of fact under Rule 4.1, and courts have sanctioned lawyers for briefs with AI-invented citations. Work the draft against the records and the bills before anything reaches an adjuster or a court.
Do I need my client’s consent before their records go through it?
Probably, and the call is your firm’s under Rule 1.6 and your state’s ethics guidance, made before anything enters the folder. ABA Formal Opinion 512 expects informed consent when a tool raises a risk to client records, and boilerplate does not qualify. Anything it handles is processed on Paper Instruments’ servers, and the files it edits stay in the project’s folder. Many firms cover it in the engagement letter. Our compliance page describes the data flow.
We get medical records under a client’s authorization. What should we check before using them here?
Whether health records may go into Ultramarine Work is a decision for your firm and your client’s authorization, and your duty of confidentiality still applies to everything you receive. Whatever it reads is sent to Paper Instruments’ servers for processing, and it changes files only in the project’s folder. Our security and compliance details are on our compliance page.
Where does client data actually go when we run a case?
Ultramarine Work changes files only in the project’s folder. When a request needs it, it can read files elsewhere on your computer, never passwords, keys or app data, and you can turn that off in settings. The model runs on Paper Instruments’ servers, so the content it works on is sent there to be processed. Paper Instruments is SOC 2 Type II, and our security and compliance details are on our compliance page.