JOURNEY

SettleTrack is personal injury case management software for the United States market. It connects attorney case managers, ER facility front desk, billing teams, LOP supervisors, notaries and referral partners on one shared case record. This page animates a real personal injury case lifecycle: a patient calls the attorney, the case is created and the ER is notified, the patient arrives and receives treatment, the bill is added, documents are notarized, the LOP supervisor verifies records, the attorney sends a settlement offer, the ER accepts, payment is credited, and the case closes.

SettleTrack
Every personal injury case. Every step. Tracked.

SettleTrack is personal injury case and health records management software for US attorneys, ER facilities and notaries: one shared record from the first call to final payment.

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CALL RECEIVED
Attorney OfficeCase Manager · Hale & Ross LLP
PATIENT EXPECTED
ER FacilityFront Desk · Billing · Supervisor
NOTARIZING…
NotaryAffidavit preparation & stamping
JR PATIENT · CALLING
JR PATIENT · EN ROUTE
JR RECOVERED · HOME
📞Incoming callNew case inquiry · J. Rivera
!Front Desk notifiedPatient expected · ETA 2:30 PM
🩺Physician treating patientExamination in progress
🧾Bill generated & addedBilling Team · documents uploaded
✒Notary notarizingAffidavits stamped & returned
✓LOP Supervisor verifiedAll records reviewed · OK
✓Offer accepted by ER FacilitySigned acceptance uploaded
$Payment credited$18,500 · ER Facility account
OFFER SENT: $18,500 NOTARIZED
CASE #2041J. Rivera · ER visitNEW INQUIRY
1 · The patient calls the attorney's office…
2 · The attorney creates the case and the ER is notified.
3 · The injured patient arrives at the ER, already expected.
4 · The physician treats the patient.
5 · The ER Billing Team generates and adds the bill.
6 · Documents travel to the Notary, stamped and returned.
7 · The ER's LOP Supervisor verifies every record.
8 · The attorney approves and sends the settlement offer.
9 · The ER accepts and payment is credited to the facility.
10 · Case closed. The patient walks home, healed.
BUILT FOR
Attorney OfficesCase managers & PI attorneys
ER FacilitiesFront desk, billing & supervisors
NotariesAffidavit preparation & stamping
Referral PartnersView-only case oversight
LIFECYCLE18stages tracked automatically, from first call to payment
ROLES7connected: case managers, front desk, billing, notary & supervisors
OFFICES3→1three separate offices working from one shared case record
CHASING0status-check phone calls, faxes or "where is this case?" emails
Why SettleTrack

Personal injury cases shouldn't live in fax machines

Every personal injury case crosses three offices before anyone gets paid. Here's what changes the day you switch.

TODAY

Bills and affidavits move by fax and email, and vanish between the attorney, the ER and the notary.

WITH SETTLETRACK

One shared case record. Every document uploaded once, instantly visible to every party who needs it.

TODAY

"Any update on the Rivera case?" Weekly status calls between the law office and the facility.

WITH SETTLETRACK

Live role-based statuses. Case Manager, Billing, Notary and Supervisor see the same stage, the same second.

TODAY

A rejected document bounces for weeks with no owner, no reason attached, no deadline.

WITH SETTLETRACK

Rejections carry reasons and route straight back to Billing or Notary. Corrections in days, not weeks.

LOP Supervisor Dashboard · Riverside ERauto-cycling roles · click to pin
CASE MANAGER FRONT DESK BILLING NOTARY LOP SUPERVISOR
CASE NOPATIENTATTORNEYSTATUS
▲ Highlighted rows need this role's action
The SettleTrack difference

Life before and after SettleTrack

BEFORE

The fax-machine workflow
Intake scribbled on paper. The ER has no idea a patient is coming
Bills and affidavits mailed, faxed, lost, and re-requested
Corrections bounce between offices with no owner or deadline
Weekly "any update?" calls between attorney and facility
Settlements delayed by missing or unverified documents

AFTER

One accountable workflow
Case created at the attorney's desk. The ER is notified before arrival
Every document uploaded once, instantly visible to all three offices
Rejections carry reasons and auto-route to the right team
Live status per role. No calls, no guessing, ever
Offers, acceptance and payment logged with a full audit trail
See the difference in a live demo

30 minutes · your workflow, walked end to end

The journey, end to end

Seven checkpoints. Zero surprises.

The full 18-stage lifecycle, distilled into seven checkpoints, each one owned by a named role, so nothing waits for "someone."

PATIENT
SENTCASE MANAGER
PATIENT
ARRIVEDFRONT DESK
RECORDS
UPDATEDBILLING TEAM
RECORDS
FOR REVIEWLOP SUPERVISOR
CASE DOCS
APPROVEDCASE MANAGER
OFFER
SENTCASE MANAGER
PAYMENT
RECEIVEDBILLING TEAM
From the people in the workflow

Every role feels the difference

“

We stopped calling the ER to ask where a case was.
The dashboard already knows, and so does everyone else.

CMCase ManagerPersonal injury law office
“

Our affidavits used to sit in a mail tray for a week.
Now the notary is pinged the minute the bills are ready.

SVLOP SupervisorER facility group
“

Corrections took three phone calls just to find an owner.
Now the reason is attached, and it's already in my queue.

BLBilling Team LeadEmergency physicians group
“

I open one dashboard, stamp what's ready, send it back.
The cleanest handoff I've had with any facility.

NTNotary PartnerMobile notary service
The cost of waiting

What does document delay cost your personal injury practice?

Every day a bill or affidavit sits in a fax queue, the settlement it belongs to waits with it. Drag the sliders to your numbers.

25
$8,000
30 days

The days a case waits on bills, affidavits, corrections and signatures.

Right now about $200,000 of your billing is waiting on paperwork.

IF DOCUMENTS TOOK 7 DAYS $153,333

would be moving again. SettleTrack keeps every document moving.

See how SettleTrack fixes this

Estimates are simple arithmetic on your inputs, not a performance guarantee.

Stop chasing personal injury paperwork.

See a live case travel from the first phone call to payment, in one demo.

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