CounselorAI Features

By Sean Sharefi, Founder of CounselorAI · Updated April 30, 2026

CounselorAI is a complete AI demand consultant and case operations platform for personal injury law firms. Every feature below is included in the platform — not a separate add-on, not a higher-tier upsell. This page is the comprehensive inventory: 25+ capabilities organized across the PI case lifecycle, from intake through settlement. Use the table of contents to jump to any feature, or read straight through.

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Smart Intake & Case Analysis

The first stage of every PI case. CounselorAI handles intake conversationally and analyzes everything that comes with the case file — medical records, billing, treatment notes, imaging, police reports — automatically.

Smart Intake

A worker — attorney, paralegal, or intake coordinator — describes the case in plain language. No forms, no drop-down menus, no template wizard. The AI extracts 30+ structured fields automatically: accident type, mechanism of injury, jurisdiction, parties, initial diagnosis codes, treatment timeline, liability factors, policy details, and statute of limitations. Missing fields are flagged with prompts to fill in. The intake process that previously took a paralegal 30–45 minutes of structured form-filling now takes 5 minutes of conversation.

Auto Medical Record Review

The AI ingests medical bills, treatment notes, and imaging reports — building a complete treatment chronology automatically. Dates, providers, procedures, diagnoses, and billing entries are organized in time order with linked sources back to the underlying records. Treatment timelines that took 4–6 hours of manual paralegal work now take minutes. For the firm, this means more cases handled at the same headcount; for the demand letter, it means a complete medical narrative grounded in the actual records, not a summary that omits what the adjuster will eventually find.

ICD-10 Validation

Every ICD-10 code in the medical billing is validated against the narrative content of the medical records. This catches one of the most common defense exploits: codes that appear on bills but aren’t supported by the treatment notes (suggesting the billing is opportunistic) and treatment narratives describing conditions that don’t appear in the coding (suggesting damages are being undervalued). Both directions are flagged. By the time the demand goes out, the medical-billing-narrative alignment is clean.

Red-Flag Detection

Defense-side risks surfaced before the carrier weaponizes them: preexisting conditions buried in the medical history, surveillance exposure on social media (where applicable), treatment-for-litigation patterns, and coding inconsistencies that suggest defensive billing. Each flag comes with a proposed counter-argument anchored in case law. The goal: every weakness the defense will raise is already addressed in your demand, so the adjuster has nothing left to attack.

Treatment Gap Analysis

Breaks in care across the treatment timeline — gaps the defense routinely uses to argue that injuries aren’t as serious as claimed or that treatment was unrelated to the accident — are detected automatically with severity ratings. Each gap is paired with a proposed rebuttal grounded in published case law from your jurisdiction. The defense’s strongest argument neutralized in the demand itself.

Inter-Document Reconciliation

Cross-checks claims and dates across providers, billing entries, and case documents. Catches duplicate bills, conflicting dates between provider records, miscoded ICD entries that contradict treatment notes, and other inconsistencies that look minor but become weaponized in defense responses. Every inconsistency is surfaced with a recommended resolution before the demand ships.

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Settlement Prediction & Demand Drafting

Once the case is analyzed, CounselorAI predicts a defensible settlement range and drafts the complete demand package.

Settlement Range Prediction

The AI predicts target, low, and high settlement values with a multiplier breakdown — grounded in 10,000+ verified case law citations from your jurisdiction. Special damages calculated automatically (medical specials, lost wages, projected future care). General damages estimated using a multiplier approach tuned for PI cases. Comparable case holdings retrieved and weighted. Three numbers produced: target (your demand anchor), low (acceptable settlement floor), high (policy limit / aspirational). Dual-methodology cross-check ensures you’re not lowballing or overreaching. See our comparison with EvenUp’s settlement valuation for context on methodology differences.

Verified Case Law Library

A library of 10,000+ verified, published court opinions across 10 states and federal circuits — pulled from real reporters, not generated from training data. Every citation in every demand is matched to your case’s jurisdiction, injury type, and defense exposure. Bad faith claim in California? Comunale gets cited. Eggshell plaintiff in New York? The real holding, not a fabricated paraphrase. For California specifically, references at the relevant relevance threshold are hand-verified by attorneys before going into the library. Adjusters research demand letter citations — and yours hold up.

Citation Validator (Post-Draft)

Every citation in every demand is re-validated after drafting, before the letter is sent. The validator catches citations that drifted from the source holding, citations misformatted, citations to cases that don’t actually support the proposition, and citations that are technically real but irrelevant to your jurisdiction. Hallucinated case law is the #1 credibility risk for AI-generated legal documents — public databases now track 1,300+ court filings where AI citations turned out to be fabricated. CounselorAI’s post-draft validator is specifically designed to prevent this. No bad cites survive into your sent demands. Ever.

Demand Letter Drafting (17-Section Package)

The AI drafts a complete 17-section PI demand package: caption and parties, factual narrative, liability analysis, injury chronology, medical specials with itemization, lost wages calculation, future medical projections, future loss of earning capacity, pain and suffering analysis, loss of consortium (where applicable), liability case law, damages case law, defense pre-counter, settlement demand, time-limit / response demand, supporting exhibits index, and signature block. Drafted in your firm’s voice. Citations validated. Exhibits indexed. The complete demand package ready to send — generated in minutes, not the 4–6 hours of paralegal work that traditional manual drafting requires.

Firm Voice Match

The AI learns your firm’s tone, sentence structure, signature phrasing, and formatting preferences from 5–10 of your prior approved demand letters during deployment. Every demand drafted after voice learning matches your firm’s style — assertive or measured, narrative or bulleted, long or concise. The model continues refining as more demands are approved. Adjusters who’ve been reading volume-AI demands from competing platforms instantly recognize the difference between template output and a demand written by your firm.

Demand Letter Versioning

Every draft of every demand is tracked. Workers can iterate freely without losing prior versions. Once a demand is approved as the canonical version sent to the carrier, it’s locked — and all subsequent rounds of the negotiation anchor back to that canonical version. Full version history with timestamps, author attribution, and change tracking.

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Negotiation & Real-Time Collaboration

Most legal AI platforms end when the demand is sent. CounselorAI stays on the case through settlement.

Negotiation Co-Pilot

When the adjuster’s offer comes back, the worker enters it. The AI compares the offer to the demand and your valuation range, drafts a counter-response with strategic reasoning anchored to the original demand, references specific facts and case law from the demand to support the counter, and flags points of leverage you haven’t used yet. Round-by-round tracking with full audit trail. PI cases live or die in the offer/counter cycle — most platforms don’t model this at all. CounselorAI is built specifically for it. See our comparison with EvenUp’s negotiation features for context.

Round-by-Round Tracking

Every offer, every counter, every reasoning note preserved in the case audit trail with timestamps. When you’re three rounds deep into a negotiation, the AI still has full context. No “where did we leave off.” No re-explaining the case for new team members reviewing the file. The negotiation history reads as a complete record — useful operationally and as a record of attorney work product.

Per-Phase AI Chat (Case-Aware)

At any stage of the case — intake, analysis, prediction, demand draft, negotiation — workers can chat with the AI about the case. The chat is context-aware across every prior stage: every entered field, every AI prediction, every draft, every negotiation round. Ask “What did we decide about the surveillance issue at intake?” and the AI references the intake notes. Ask “Why is the adjuster’s offer so low given our gap analysis?” and the AI references both the offer and the analysis. No starting over. No re-uploading case context.

Multi-Claimant Support

Cases involving multiple claimants (e.g., multi-car accidents with multiple injured parties) are tracked individually within a single matter. Per-claimant damages, per-claimant medical chronologies, per-claimant offers and counters. Aggregate the case, drill down to any individual claimant, settle them separately or together. Useful for both straightforward multi-party PI and for mass tort intake at scale.

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Firm Management & Operational Visibility

Beyond individual cases, CounselorAI provides firm-level visibility — real-time, no manual reporting needed.

CEO Dashboard

A real-time view of firm-wide PI operational metrics: negotiation lift in dollars (the difference between adjuster initial offers and final settlements), hours saved per demand, tender rate (settlement offers within demand range), AI accuracy at settlement, SOL alerts, stalled-case counts, total active demands by status. Built for managing partners who need firm-wide visibility without waiting for end-of-month reports. Updated as cases move.

SOL Tracking with Proximity Alerts

Statute of limitations is auto-computed per case and per state — including jurisdiction-specific tolling rules where the AI can identify them. 30-day proximity alerts surface to the dashboard banner. 90-day alerts surface in the case list. SOL tracking is one of the highest-stakes operational tasks at any PI firm, and most firms still manage it through spreadsheets that go stale. CounselorAI replaces the spreadsheet with automatic, jurisdiction-aware tracking.

Stalled-Case Alerts

Cases with no activity in 14+ days surface automatically to the dashboard banner. Stalled cases are the silent killer of PI firm productivity — files that drift while the worker assigned has moved on to active cases. Surfacing them prevents file abandonment and keeps every case moving toward resolution.

Worker Performance Metrics

Per-user case throughput, settlement totals, cycle time from demand to settlement, override accuracy (for workers who override AI predictions, how often were they right). Useful for case assignment, performance reviews, and identifying training opportunities. Not a surveillance tool — designed to surface where workers excel and where workflow bottlenecks exist.

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Audit, Trust & Continuous Learning

PI work involves attorney work product, protected health information, and outcomes that affect clients’ lives. The platform’s trust model is foundational, not bolted on.

Editable Audit Log

Every entered field, every AI extraction, every override is logged with timestamps. Pre-draft, workers can correct entered values — but every correction requires a mandatory reason note, and the original value is preserved alongside the corrected one. Auditors, supervisors, and opposing counsel reviewing the file (in litigation contexts) see a complete record of how each value was reached.

AI Override Tracking

When workers override AI predictions — adjusting a valuation, rejecting a flag, changing a citation — the system records both values. At settlement, the system records who was right (worker or AI) and feeds that signal back into the model. Over time, the firm builds a data-backed picture of where AI predictions hold up and where worker judgment beats them. Trust by data, not by reputation.

Settlement Outcome Logging

Final settlement amount entered when the case closes. Compared to AI’s target / low / high predictions. Compared to specific case law and multiplier assumptions used in the original valuation. Logged in the firm’s case library. Settlement outcomes feed continuously back into the model — so the predictions get smarter on PI work specifically and on your firm’s case mix specifically. Soft-tissue cases settling in California learn differently than catastrophic injury settling in Texas.

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Security, Integrations & Developer Tools

The platform’s security and integration model is built for serious PI firms — including firms with custom internal tooling and security teams that ask hard questions.

HIPAA Compliance

End-to-end encryption at rest and in transit. Comprehensive audit logging of every user action and every AI action, queryable for compliance review. SSO integration with major identity providers (Google Workspace, Microsoft 365, Okta). MFA required for all user access. Idle session timeout configurable per firm. BAAs signed as standard. PI work involves protected health information at every step — HIPAA compliance is foundational, not an add-on.

Per-Firm Data Isolation

Strict tenant-level scoping at the case, user, and firm level. Your firm’s case data is invisible to every other firm on the platform. Your data is never used to train shared models. Per-firm encryption keys. Audit-reviewable isolation guarantees. The model getting smarter on your firm’s settlement outcomes (per Settlement Outcome Logging) only affects your firm’s predictions — not other firms’ predictions.

Document Registry & Full-Text Search

Every document uploaded to the case — bills, treatment records, police reports, photos, adjuster correspondence — is categorized automatically and stored in a per-case registry. Full-text search across all documents in a case (or across all cases in the firm). All case columns sortable. Filtered case lists exportable to CSV for external analysis.

Open API & CMS Integrations

CounselorAI is a CMS-agnostic microservice with a full REST API. Day-one integrations with Litify, Filevine, MyCase, Smart Advocate, and Clio. For custom CMS or internal tooling, REST API connection typically scopes in 2–3 days. For firms running standalone (no CMS), CounselorAI works as the case operations layer until a CMS is added. Webhooks supported for event-driven workflows (demand drafted, settlement logged, SOL alert triggered). Per-firm API keys, rotatable. Generous rate limits with enterprise-tier configurability.

This is one of the most important features — most legal AI platforms either lock you into one CMS (Clio Duo / Manage AI works only inside Clio) or want their UI to be your workflow (replacing the CMS you already use). CounselorAI plugs into what you have. See How It Works for the full deployment timeline.

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Frequently Asked Questions

What features come with every CounselorAI subscription?

All features listed on this page. CounselorAI doesn’t gate features by tier — settlement prediction, demand drafting, negotiation co-pilot, dashboard, SOL tracking, citation validator, HIPAA compliance, and open API are all included. Pricing scales by firm size, not by feature access.

Does CounselorAI integrate with my CMS?

Yes — CounselorAI is CMS-agnostic with day-one integrations for Litify, Filevine, MyCase, Smart Advocate, and Clio. For custom CMS or internal tooling, we connect via REST API in 2–3 days. We can also run standalone if your firm doesn’t use a CMS. See the Open API section above.

How does CounselorAI prevent hallucinated case law?

Two layers: a verified library of 10,000+ published court opinions (citations are pulled from this library, not generated from training data) and a post-draft citation validator that re-checks every citation before the letter is sent. See Citation Validator above.

Can multiple workers collaborate on the same case in CounselorAI?

Yes. Per-case access controls allow attorneys, paralegals, and intake coordinators to work the same case with different permission levels. Every action is logged in the audit trail with user attribution and timestamp.

Does CounselorAI work for mass tort cases?

Multi-claimant tracking (see above) supports cases with multiple injured parties. For mass tort specifically — coordinated litigation across many cases with shared discovery — CounselorAI’s per-case operations work, though the platform is primarily optimized for traditional PI workflows. Mass tort firms often use CounselorAI alongside specialized mass tort tools.

Is there a feature for time-tracking and billing?

Time tracking and billing are functions of your CMS, not CounselorAI. We integrate with the CMS you use for billing — push case activity, demand letter generation, and negotiation rounds to your CMS so they can flow into time entries. We don’t replace your billing system.

What’s the deployment timeline?

Most firms are live in less than a week. See the How It Works deployment timeline for the day-by-day breakdown.

How does pricing work?

Per-use or monthly subscription, scaled by firm size. All features included. We share specific tier numbers on demo because we tune them as we onboard more firms. Book a demo for pricing.

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Related: How CounselorAI Works · About Sean Sharefi · vs EvenUp · vs Supio · vs Eve Legal · vs Clio Duo / Manage AI