PPaula
Request access
Email-native AI paralegal · personal injury

Meet Paula. The AI paralegal that moves injury cases forward.

Paula watches your firm's Outlook inbox, drives the recurring case work — records, bills, chronology, demand drafts — and routes every external send to the supervising attorney.

Request early accessBook a pilot
Paula · Outlook integration
Live
Inbox3 new
  • records@cambridgePT.com08:14
    PT records — Rivera
    Paula reading
  • Dr. Chen (Ortho)Yest
    Re: HIPAA — Rivera
  • adjuster@statefarmMon
    Coverage confirm
  • client@rivera.dnMon
    Quick question
Matter · 8402

Rivera v. Boston Logistics

Stage · Chronology
Medical chronology
  1. 04/28ED visit · MGHEx A · p.2
  2. 05/03Initial PT eval · Cambridge PTEx B · p.1
  3. 05/10Cervical MRI · Boston ImagingEx C · p.4
  4. 05/226 PT visits filed · cervical + lumbar strainEx B · p.7
Open items
3
Days in stage
6
Pending sends
2
Paula · this runLive
01Filed PT recordsDone
Cambridge PT · Ex B
02Itemized bill missingOpen
Cambridge PT · due 7d
03Draft follow-up readyApprove
Provider · awaiting release
Attorney release required
FasterCase processing across every matter
LowerCost per case — small files become economical
MoreCases moving without growing headcount
§ The case story

Follow one case from intake to released demand.

Same matter, six stages, sixty days. Scroll to watch Paula move Rivera v. Boston Logistics forward — and watch the attorney stay in the loop on everything that leaves the firm.

Day 0§ 01 · Intake

A new matter lands in the inbox.

An intake email from the referring clinic hits the firm Outlook. Paula recognizes it as a new matter, opens a case file, and pulls the client's name, date of loss, and reported injuries into structured fields — no paralegal touch needed.

Day 3§ 02 · Records & bills

Paula requests the records.

Paula identifies every treating provider, drafts the records and itemized-bill requests using your firm template, and queues them for attorney release. The Records Tracker now has a row for each provider with a clear status.

Day 12§ 03 · Tracking

Records start arriving — and the missing ones get chased.

As providers respond, Paula files PDFs to the right case folder and flips status to received. When a provider goes quiet, Paula drafts a follow-up on cadence. Itemized bills that don't come back are flagged for chase.

Day 28§ 04 · Chronology

A medical chronology, with citations.

Paula reads the received records and assembles a date-ordered treatment summary. Every entry cites the source record page, so the attorney can verify any fact in seconds instead of leafing through PDFs.

Day 41§ 05 · Demand prep

Demand v1 — drafted from real case facts.

Specials, damages, and treatment narrative roll up into a first-draft demand letter using your firm's template. Each section is source-linked. The attorney inherits a polished starting point, not a blank page.

Day 60§ 06 · Attorney release

Attorney reviews and releases.

The demand package — letter, medical chronology, exhibits index, and PDF appendices — sits in the approval inbox. The supervising attorney edits, releases, and Paula logs the send. Case moves.

Matter · 8402 · Rivera v. Boston Logistics
Day 0 · Intake
Intake email · Outlook
referrals@northsideclinic.com09:42

New referral — Daniel Rivera (MVA, 04/28)

Mr. Rivera presented to MGH ED after a rear-end collision in Cambridge. Treating with PT and orthopedics. Please advise on next steps re: records and demand timeline.

Paula reading
New case file
Rivera v. Boston Logistics
Matter · 8402 · MVA
Client
Daniel Rivera
Date of loss
04/28
Mechanism
Rear-end collision
Reported injuries
Cervical strain · lumbar strain
Providers
To be confirmed
Paula opened case file
Records tracker · 8402
Day 3 · Requests sent
Paula drafted & sent
  • 01
    Mass General ED
    Records + itemized bill request
    Sent
  • 02
    Cambridge PT
    Records + itemized bill request
    Sent
  • 03
    Boston Imaging
    Records + itemized bill request
    Sent
  • 04
    Dr. Chen, Ortho
    Records + itemized bill request
    Sent
+ Paula scheduled follow-up cadence: 14d → 21d → 30d.
Records tracker · 8402
Day 12 · Arriving
Inbound this week
  • Mass General ED
    ED record · 12p
    Received
  • Cambridge PT
    6 visits · 04/29 – 05/22
    Received
  • Boston Imaging
    Cervical MRI · 05/10
    Received
  • ·
    Dr. Chen, Ortho
    No response · 18d
    Chasing
Open item
Cambridge PT — itemized bill not received with records.
Paula queued follow-up email · awaiting attorney release.
Medical chronology · 8402
Day 28 · Chronology built
Date-ordered · source-cited
5 entries · 4 exhibits
  1. 04/28ED visit · MGHCervical / lumbar strain, no fractureEx A · p.2
  2. 05/03Initial PT eval · Cambridge PTPain 6/10 · ROM limitedEx B · p.1
  3. 05/10Cervical MRI · Boston ImagingMild disc bulge C5–C6Ex C · p.4
  4. 05/14Ortho consult · Dr. ChenConservative tx recommendedEx D · p.3
  5. 05/22PT (6 visits) · Cambridge PTPain 3/10 · ROM improvingEx B · p.7
Demand draft v1 · 8402
Day 41 · Drafted
Re: Daniel Rivera v. Boston Logistics
Settlement demand · draft v1

On April 28, our client Daniel Rivera was rear-ended at the intersection of Mass Ave and Vassar St while stopped at a red light. Liability is clear. [Ex E] Mr. Rivera presented to the Mass General ED that evening with cervical and lumbar strain. [Ex A]

Following ED discharge, Mr. Rivera underwent six weeks of physical therapy at Cambridge PT, a cervical MRI at Boston Imaging, and an orthopedic consult with Dr. Chen. [Ex B] [Ex C] [Ex D]

[§ Damages and prayer for relief — drafted from specials table on the right.]

Every claim is source-linked
Specials & damages
  • MGH ED$3,420
  • Cambridge PT (6 visits)$2,180
  • Boston Imaging (MRI)$1,240
  • Dr. Chen consult$ 450
  • Lost wages (3 wks)$2,700
Specials total$9,990
Demand recommendation · attorney-set
Approval inbox · 8402
Day 60 · Released
Awaiting attorney release
  • Demand letter · Boston Logistics adjuster
    To: claims@statefarm.com · 4 attachments
    Released
  • Status update · Mr. Rivera
    To: client@rivera.dn
    Released
  • Records cover · Dr. Chen office
    To: records@drchen-ortho.com
    Queued
Nothing leaves the firm without attorney approval.
Demand package · exported
PDFCover letter2 p
PDFMedical chronology6 p
PDFExhibits index1 p
PDFEx A · MGH ED records12 p
PDFEx B · Cambridge PT records18 p
PDFEx C · Boston Imaging MRI4 p
PDFEx D · Dr. Chen consult3 p
Released by attorney · 09:14
The firm view

Every active case, every stage, at a glance.

Zoom out from one case to the whole docket. Paula keeps every matter in the right lane, with the last action it took and the next one it's queueing.

§01Intake
Matter · 84001d
Cohen, M.
MVA
Last action
Case file opened
§02Records
Matter · 83984d
Patel, A.
Slip-fall
Last action
Records request · 3 providers
Matter · 83955d
Nguyen, T.
MVA
Last action
Follow-up cadence scheduled
§03Chronology
Matter · 840212d
Rivera, D.
MVA
Last action
Chronology updated · Ex B
Matter · 839021d
Garcia, L.
Trucking
Last action
Citation chip added
§04Demand prep
Matter · 838632d
Okafor, J.
Premises
Last action
Specials totaled
§05Approval
Matter · 838044d
Singh, R.
Bicycle
Last action
Queued for release
§06Released
Matter · 837663d
Wong, K.
MVA
Last action
Released · demand sent
Matter · 837268d
Diaz, P.
MVA
Last action
Released · package exported
§01Intake
Matter · 84001d
Cohen, M.
MVA
Last action
Case file opened
§02Records
Matter · 83984d
Patel, A.
Slip-fall
Last action
Records request · 3 providers
Matter · 83955d
Nguyen, T.
MVA
Last action
Follow-up cadence scheduled
§03Chronology
Matter · 840212d
Rivera, D.
MVA
Last action
Chronology updated · Ex B
Matter · 839021d
Garcia, L.
Trucking
Last action
Citation chip added
§04Demand prep
Matter · 838632d
Okafor, J.
Premises
Last action
Specials totaled
§05Approval
Matter · 838044d
Singh, R.
Bicycle
Last action
Queued for release
§06Released
Matter · 837663d
Wong, K.
MVA
Last action
Released · demand sent
Matter · 837268d
Diaz, P.
MVA
Last action
Released · package exported
Rivera · matter 8402 highlighted across the page
Built for PI teams

Every capability a paralegal team relies on — productized.

One inbox-native product, eight named capabilities, all the recurring case work — with judgment calls left to the attorney.

01 · Records & bills

Records & bills request generator

Provider-specific templates prefilled from case context. Drafts go to attorney approval, never auto-send.

  • Mass General EDSent
  • Cambridge PTSent
  • Boston ImagingSent
  • Dr. Chen, OrthoDrafted
02 · Tracker

Records tracker dashboard

Requested · received · chasing · missing — across every active matter, always up to date.

Requested
12
Received
9
Chasing
2
Missing
1
03 · Cadence

Automated follow-up cadence

Email · fax · portal retries on schedule, escalations drafted when providers go silent.

  1. Day 0
    Records request sent
  2. Day 14
    Auto follow-up #1
  3. Day 21
    Fax + portal retry
  4. Day 30
    Escalation drafted
04 · Chronology

Medical chronology builder

Date-ordered treatment summary with citations linking every entry to the source record page.

  1. 05/03PT eval · Cambridge PTEx B · p.1
  2. 05/10Cervical MRI · Boston ImagingEx C · p.4
  3. 05/22PT (6 visits) · Cambridge PTEx B · p.7
05 · Demand draft

Demand letter v1 — your template

Generated in your firm's voice with source-linked claims. The attorney inherits a starting point, not a blank page.

Demand v1 · draft

Mr. Rivera was rear-ended on April 28 [Ex E] and presented to the MGH ED with cervical and lumbar strain [Ex A].

[§ Damages roll up from specials table.]

06 · Approval

Attorney-in-the-loop workflow

Every external send queues in an approval inbox. Nothing leaves the firm without attorney release.

·Demand letterAwaiting
Client status updateReleased
·Provider follow-upAwaiting
07 · Damages

Specials & damages summary

Treatments, providers, and charges organized and totaled — ready for the demand draft.

  • MGH ED$3,420
  • Cambridge PT$2,180
  • Boston Imaging$1,240
  • Dr. Chen$ 450
  • Lost wages$2,700
Specials total
$9,990
Computed live from received records.
08 · Export

Exportable demand package

Cover letter, chronology, exhibits index, and organized PDF appendices — one-click to insurer-ready.

PDF
Cover letter
PDF
Med. chronology
PDF
Exhibits index
PDF
Ex A · MGH
PDF
Ex B · PT
PDF
Ex C · MRI
PDF
Ex D · Ortho
PDF
Ex E · Police rpt
PDF
Bills · index
Auditable by design

Auditable from start to finish.

Paula grounds outputs in the underlying records and logs every action, so attorneys can verify the work — not just trust it.

Citations in chronologies

Every line in Paula's medical chronology links back to the underlying record page, so attorneys can verify facts in seconds — not minutes of page-flipping.

Source-linked

Source-linked drafts

Demand-letter sections and follow-up drafts cite the records and emails they pull from. No floating assertions — every claim is traceable.

Records → draft

Action log for every send

Full deterministic audit trail of every outgoing request, reminder, and received document. Who, when, what, and which case event triggered it.

Deterministic log
Autonomy with attorney control

Autonomy where it helps. Attorney control where it matters.

Paula can automate paralegal workflows, but the highest-risk boundaries are enforced by code. User permissions, recipient routing, external send approval, supervising attorney requirements, file storage, and audit logs are deterministic.

Paula is designed to replace repetitive paralegal labor, not attorney supervision. Every external communication is queued for attorney approval before it leaves the firm.

What Paula is not

  • Not merely a document filing tool
  • Not a generic chatbot
  • Not an attorney replacement
  • Not unsupervised legal judgment

Autonomous paralegal work

  • Read case emails
  • Update case status
  • Track open items
  • Draft follow-ups
  • Prepare letters
  • Summarize records and bills
  • Draft demand-letter sections
  • Answer internal case questions

Attorney-controlled actions

  • External sends
  • Legal judgment
  • Claim validity decisions
  • Settlement strategy
  • Final demand letters
  • Client-facing legal advice
  • High-risk exceptions
  • Approvals and releases
Security & confidentiality

Built with attorney-client privilege in mind.

Confidentiality is a hard requirement for legal work, not a feature flag. Paula is designed around controls that give managing partners and IT leads confidence before pilot.

Talk to us about your security review

  • Encryption in transit and at rest

    All data is encrypted end-to-end across storage and network paths.

  • Role-based access controls

    Per-user permissions scoped to firm, matter, and action type.

  • Full audit log of system activity

    Every read, write, draft, and send is logged with attribution.

  • Configurable data retention

    Retention windows match your firm's records-management policy.

  • Not used to train public models

    Customer data is never used to train third-party foundation models.

  • Outlook-native deployment

    Paula reads and writes within your existing Microsoft tenant where possible.

Business impact

Built around the economics of injury case work.

For personal injury firms, paralegal capacity is the constraint on how many cases can move forward at once. Paula changes the unit economics of that work.

Case economics

Small cases become economical.

Soft-tissue and lower-value cases that didn't justify paralegal hours now get the full treatment — records, chronology, and demand prep — at a fraction of the cost. The viable case bar moves down.

Team capacity

Paralegals move faster with less burnout.

Repetitive chasing, indexing, and formatting is handled automatically. The team focuses on judgment, client relationships, and the cases that need a human touch.

01

Cases stop stalling between tasks

Paula proactively pushes each case toward the next action, instead of waiting for someone to notice.

02

Records and bills arrive faster

Open items are tracked at the case level and chased on schedule, not when someone remembers.

03

Paralegals work on judgment, not chasing

Repetitive follow-up, summarization, and drafting moves off the human queue.

04

Attorneys see ready-to-release work

External communications arrive in an approval inbox, already drafted from real case context.

Illustrative impact areas

Illustrative — not benchmarked claims

Time-to-records reduced

Open items closed per week

Drafts prepared without staff time

Cases progressed per paralegal

"We believe AI paralegals can expand access to justice by making more injury cases economically viable."
Paula · product mission
Differentiation

Not a chatbot. A workflow engine.

Dimension
Generic AI chatbot
Paula
Trigger
User pastes a prompt
Watches the firm inbox and case files
Scope
One-off answers
Recurring paralegal workflows end-to-end
Case awareness
No persistent case state
Per-case context, status, and open items
Work produced
Text in a chat window
Drafts, follow-ups, forms, demand sections, case updates
External sends
Up to the user
Routed through attorney approval by default
Audit
Chat history
Deterministic log of actions, drafts, approvals, and sends
From design partners

What PI teams are saying.

"
The fact that every line in the chronology links back to the original record gives me real confidence before I sign off.
Lead Attorney
PI Firm · Design Partner
"
Paula cut our records chasing time dramatically — and the case files are cleaner than what we were producing manually.
Managing Partner
PI Firm · Design Partner
"
We're finally able to work smaller soft-tissue cases profitably without burning out the team.
Senior Paralegal
PI Firm · Design Partner
FAQ

Frequently asked questions.

The questions managing partners, paralegals, and IT leads typically ask before pilot.

Is Paula a law firm? Does Paula give legal advice?
No. Paula is software that supports paralegal and administrative case work. It does not provide legal advice, determine claim validity, set case value, or replace attorney review.
Does Paula communicate with insurers or providers automatically?
External communications — provider follow-ups, insurer letters, client emails — are drafted by Paula but queued for attorney approval. Nothing leaves the firm without an attorney releasing it.
What does "attorney-in-the-loop" mean in Paula?
Internal updates (filing records, updating case summaries, opening tasks) run automatically. Anything that leaves the firm or carries legal judgment is routed to an approval inbox where the supervising attorney reviews, edits, and releases the send.
How does Paula avoid making things up?
Paula grounds outputs in your case file and the records you've received. Chronology entries cite source pages, demand sections cite the records they pull from, and the action log records every step Paula took.
What documents and inboxes does Paula work with?
Paula is Outlook-native and works with the documents PI firms already handle: medical records (PDF), itemized bills, HIPAA forms, lien letters, defendant and insurer correspondence, and client messages.
Can Paula use our firm's demand templates?
Yes. Demand-letter v1 drafts are generated using your firm's template and tone, ready for attorney edits before send.
How do you handle confidentiality and data retention?
Encryption in transit and at rest, role-based access, full audit logs, and configurable retention. Customer data is never used to train public foundation models. We can walk your IT or compliance lead through the full controls during pilot scoping.
Founder

Built by an operator focused on practical legal workflows.

Paula is in private beta, developed alongside personal injury firms with a focus on the recurring case work that actually consumes paralegal time — and on doing it responsibly inside attorney supervision.

"Paula isn't another chatbot bolted onto a case-management system. It's an inbox-native AI paralegal that takes the recurring work off the team — under attorney control — so firms can take on more cases without growing headcount."
TA
Tim Alpers
Founder · MBA Candidate, Harvard Business School · Former McKinsey consultant
Early access

Put Paula to work.

Be among the first PI firms to bring on an AI paralegal. We'll reach out within a few business days to schedule a pilot conversation.

  • Private beta cohort
  • Hands-on onboarding with the founder
  • Pilot scoped to your firm's case mix

Private beta. Paula supports administrative and case-prep workflows. It does not provide legal advice.