For personal injury firms
Run more claims with the team you have
Donna’s agents work each claim stage by stage: screening enquiries, chasing records, tracking treatment and preparing the claim. Your team approves what leaves the firm.
Book a demoFollow one claim through every stage
Avery Monroe was hurt in a motor accident. Here is what Donna does on her claim, and what your team signs off.
Take on the right claims
Donna screens each enquiry, runs the conflict check and sends the costs agreement, then hands you a claim that’s ready to take on.
Harper · slip in a shopping centre
Client onboarding
- New enquiryFrom the website form · 8:02 am
- Reply with the info packApproved by Jordan Ellis
- Conflict checkNo conflict found
- Costs disclosure and agreementWaiting on the client to sign
- Identity check
- Ready for a lawyer
Stage 1: Intake and screening
New results to review- Date of accident
- 2 September 2024 1
- Injuries
- Fractured left wrist, bruised hip 2
- Red flags
- None. Reported to centre management the same day 3
- The case in a paragraph
- Slipped on a wet floor near a food court with no warning sign. CCTV likely held by centre management. 4
More claims
Each team runs more files, because the chasing and checking is done for them.
Always moving
Agents work every file every day, so nothing waits for someone to get to it.
Your call
Your team approves anything that leaves the firm, and every step is on the record.
Built for how injury firms already work
- Your systems
- Alongside your practice management system, Outlook and Word
- Your stages
- Playbooks built for your claim types, schemes and states
- Your data
- Hosted in Australia, with role-based access
- Your record
- Every action, by a person or an agent, logged
The features behind it
Matter details
- Matter number
- 00122
- Practice area
- Personal injury
- Stage
- Treatment and recovery
- Status
- Open
- Responsible lawyer
- Rachel Pike
- Client
- Avery Monroe
- Opened
- 28 May 2024
- Date of accident
- 17 May 2024
- Matter type
- Motor accident (CTP)
- Jurisdiction
- NSW
- Insurer
- Meridian Mutual
- Claim number
- CTP-2024-118203
- Liability
- Accepted 12 Jul 2024
- Threshold injury
- No
Current positionUpdated 3 hours ago
Liability was accepted on 12 July 1. Avery is still treating with Move Well Physiotherapy and a psychologist, with a 71-day gap in physio between July and September 2. Two weekly benefit payments have been made.
Needs attention· 2
Ask Donna…
Spaces
One place for each claim. Your team, the client and every document, from the first call to settlement.
Learn more| Name | Status | Last run | Actions |
|---|---|---|---|
| Intake · | Complete | 4 months ago | |
| In progress · | Complete | 2 hours ago | |
| Waiting · | New results to review | 25 minutes ago | |
| Review · | No results yet | Not yet | |
| Review · | No results yet | Not yet |
Ask Donna…
Playbooks
Your stages, written down once. Donna answers each stage’s sheet and tells you when there’s something to review.
Learn moreRecords follow-up
Out-of-pocket schedule
Brief to counsel
Medical chronology
Client treatment check-in
Ask Donna…
Workflow Agents
Records follow-ups, out-of-pocket schedules and briefs to counsel, run on every claim that needs them.
Learn moreAvery Monroe · Client · 10:02 AM
I’ve started with the psychologist Dr Raman referred me to. Do you need anything from me for that?
Rachel Pike · Lawyer · 10:30 AM
Thanks Avery. Just keep your receipts and upload them here. We’ll ask Kate Morrissey for her report once you’ve had a few sessions.
Ask Donna…
Client access
Clients see their claim, upload their receipts and ask questions, all in one place.
Learn moreSee Donna on one of your claims
Bring a claim your team knows well. We’ll show you what Donna would do at each stage.
Book a demo