caseflow
PI Case Management - California

Every PI case has a clock running.

CaseFlow keeps your whole team watching it.

Real-time SOL countdowns, stage pipeline, and case visibility built for personal-injury chiropractic practices. Upload a ChiroTouch CSV and you're live in minutes.

HIPAA-eligible infraAudit loggedBuilt for CA PI
app.caseflow.urbyx.io
CaseFlow manager overview
50+
open cases tracked per practice
4
roles, one login
100%
of actions permanently logged
The gap

Practice management software wasn't built for personal-injury cases.

Your practice management software handles scheduling, notes, and billing well. It was built for clinical workflows - not for tracking a personal-injury case from intake through settlement. Office managers fill the gap with spreadsheets, sticky notes, and memory.

No one knows the clock started

Practice management systems track visits and billing. They have no field for the date of the accident - which is the date every legal deadline is calculated from.

Cases age past the point of no return

No countdown, no escalation, no alert. Cases pass their legal filing window without anyone noticing until it is too late to do anything about it.

The number you quote is probably wrong

Total billed minus payments minus write-downs - calculated on a notepad or in a spreadsheet. The balance quoted to an attorney is rarely the real number today.

Two deadlines, both tracked in someone's head

California protocols require re-evaluation at 30 days or 12 visits, whichever comes first. Two clocks, both tracked manually, both easy to miss.

How it works

Three steps from CSV to live dashboard.

1

Upload your ChiroTouch export

Drop a CSV export from ChiroTouch. Takes two minutes. No IT involvement.

2

Cases and deadlines appear

Every case, every SOL countdown, every stage. Visible immediately.

3

Your whole team sees the same clock

Manager, provider, front desk, attorney liaison. One source of truth.

Who it's for

Built around the way your team actually works.

Pick your role to see what CaseFlow looks like from your seat.

You're responsible for cases no one else is watching.

When something slips, it comes back to you.

See which cases need attention today

Every open case ranked by urgency. The ones approaching their legal window are flagged before your morning coffee. No digging, no spreadsheet - it's the first thing you see.

Color-coded. Updated overnight. Nothing manual.

Know where your pipeline stands

How many cases are in treatment, how many are in demand, what the open settlement value looks like. Real numbers, not estimates reconstructed from memory.

Snapshot view. No reports to run.

Track every settlement from start to finish

Demand sent, offer received, accepted, funded, lien resolved - each step is a milestone, not a note in someone's email.

If an attorney asks for a status update, the answer is already there.

We were running 40-plus open PI cases on a spreadsheet. The statute of limitations dates were in a column nobody was checking consistently. CaseFlow put the countdown on every case, in front of everyone. We caught three critical windows in the first month that would have been missed.

Antonio Maya, DC
Maya Chiropractic Center - San Fernando Valley
Patient privacy

Your patients trust you with their information. We protect it like that.

Built on Cloudflare and Neon. Both HIPAA-eligible platforms with BAAs in place before any real patient data enters.

AES-256 at rest - TLS 1.3 in transit - US West data residency

Patient data in a PI practice is sensitive. Names, dates of accident, treatment history, lien details - all of it falls under federal privacy rules. CaseFlow was built from day one with that in mind. Patient records are encrypted, access is controlled by role, and every action on every record is permanently logged. If you ever need to show an auditor what happened and when, the answer is there.

Protected by role-based access
Every action permanently logged
Built for California PI practices
System uptime
Get started

Ready to see it with your cases?

We'll walk you through a live look at the dashboard using a practice just like yours. 20 minutes. No obligation.

Built by

The team behind CaseFlow.

Melvin Vielman

Melvin Vielman

Chief Technology Officer

mvielman@urbyx.io
Photo coming soon

AI Engineer

Lead AI Engineer

Joining the team soon.