Every case, in the clear
Case management that runs your follow-ups and keeps clients informed
AI-native case management for personal-injury firms — modern from your first matter, with no migration and no implementation project. Start clean and be working the same day.
Built for personal-injury firms, solo to ~15 people. Purpose-built with a design-partner firm.
Everything a PI firm runs on, in one place
One system for the case, the documents, the money, and the client relationship — with an AI layer between them and no add-on creep.
Run the case
The daily work of moving a matter — organized, current, and never dependent on someone remembering.
Matter management & case snapshot
Every matter tracks phase, liability posture, policy limits, and medical specials — the numbers a paralegal works from, at a glance on the matter header.
Intake Wizard
A guided, personal-injury-shaped intake that captures the client, the incident, injuries, insurance, and evidence in one clean flow.
Deadlines & SOL tracking
Court dates, ante-litem, and statute-of-limitations deadlines tracked per matter and firm-wide — the critical ones flagged so they can't slip.
Needs-attention dashboard
A firm-wide view that surfaces the cases and tasks that matter most on its own — your team doesn't have to flag anything.
Own the documents & the money
From the first uploaded record to the final disbursement — the case file and the settlement math in one system.
Smart document intake
Drop in a stack of documents and Lumbre sorts them into the case — batched, reviewed, and filed where they belong.
Document system
Every document organized by category, with privilege flags, secure per-file download, and full-case export.
Medical & insurance tracking
Treating providers, bills and medical specials, and every insurance policy on the claim — captured per matter and totaled for you.
Liens & loans
Health liens, subrogation, and litigation-funding loans tracked against the matter so nothing is missed at disbursement.
Settlement & disbursement
Model settlements with fees, costs, liens, and deductions — a clean disbursement breakdown, with multiple settlements per matter supported.
The AI layer & your team
AI drafts, summarizes, and surfaces; your people decide what's true. Plus the tools to run a team and move work in and out.
AI case briefings
An on-demand paralegal briefing for any matter — the current state of the case, written up from its record in seconds.
Transfer case out
A guided export that assembles a matter — snapshot, summary, and documents — into a clean package for referral, co-counsel, or handoff.
Team management
Roster your firm, assign matters and deadlines, and control who sees what — with admin-only management built in.
AI paralegal manager
A department-head layer that hands each paralegal a priority list tailored to their role and matters, and nudges when something falls behind.
SMS auto follow-up
Deterministic, human-approved client texts on a cadence — sent only when there's real progress, and logged to the matter.
AI receptionist
Answers your PI line, handles leads, adjusters, and providers, and emails your team a clean summary of every call.
Working the same day — no migration
We built Lumbre for firms starting fresh or leaving legacy tools. There’s no data import and no implementation project standing between you and your first matter.
- 1
Create your firm
Tell us about your firm and we set you up personally — your private, secure workspace.
- 2
Open your first matter
Add a client and open a case the same day. Nothing to import, nothing to reconcile.
- 3
Let Lumbre keep it clear
Deadlines, documents, and the money stay current, and the system surfaces what needs attention.
Why firms pick Lumbre
Greenfield, not migration
Built for firms starting fresh — the segment the incumbents structurally ignore. No import project.
All-in-one, no add-on creep
Case, documents, medical, liens, settlement, and client comms in one price — not a cart of upsells.
AI-native, deterministic core
AI drafts and surfaces; rules and humans decide what's true, what's due, and what money moves.
Compliance built in
PHI, attorney-client privilege, tenant isolation, and audit — designed in from line one, not retrofitted.
Start your firm on Lumbre
No credit card, no import, no implementation. Tell us about your firm and we’ll get you set up personally.