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EvenUp Proactive Workflows

Application

by EvenUp

AI Playbooks that review every new case file as it is added to the firm's case-management system, extract key facts and flag risks and treatment gaps with line-level citations, so a team can act across its whole caseload.

Find alternatives to EvenUp Proactive Workflows

What it does

• Workflow automation
• Document extraction

Features 6

• Case screening at intakeScreens cases at intake to decide which to take on and onboard clients faster.
• High-value case routingAutomatically detects high-value indicators and routes cases to the right teams.
• Mass tort screeningAI Playbooks detect mass tort markers to reduce manual case reviews.
• Line-level citationsEvery response is traced back to its source for validation.
• Playbook run historyTracks when playbooks run and what was generated in one history.
• Customizable playbooksEach playbook can be customized to apply the firm's best practices at scale.

Sources

Pricing

Official documentation · 9 Oct 2026

No rate is published: the page says "All-In-One, Case-Based Pricing" and its only route is "Schedule a Call"; evenuplaw.com/pricing redirects to the home page. EvenUp's Subscription Terms put fees on an Order Form ("Customer will pay the fees set forth in each Order Form").

Description

Official documentation · 9 Oct 2026

"Seamlessly integrated with your CMS, specialized AI models review every new case file the moment it’s added. AI Playbooks extract key facts, identifies high-value opportunities, and drives case decisions, across every case." Also "Verify in Seconds With Line-Level Citations".

What it does

Official documentation · 9 Oct 2026

Automatic review of each new file is workflow automation; pulling facts and flags from case documents is document extraction. Case files arrive from the firm's case-management system (evenuplaw.com/products/integrations/: "Case files and data flow into EvenUp from integrations like Litify, SmartAdvocate, CASEpeer, and more.").

Sold within

Not found · 9 Oct 2026

Neither the product page nor EvenUp's Subscription Terms says whether this product is bought on its own or inside a bundle: the page shows one "All-In-One, Case-Based Pricing" heading beside a list of all eleven EvenUp products, and the Terms describe products as "the components of the Service that Customer purchases access to pursuant to an Order Form". Read: the product page, evenuplaw.com/products/, evenuplaw.com/pricing (redirects to the home page) and the Terms PDF linked in the footer.

Name

Official documentation · 9 Oct 2026

The top navigation and footer call it "Proactive Workflows" ("Make smarter case decisions with AI Playbooks"); the page title, eyebrow and products grid say "Workflow Automation". Both are EvenUp's names.

URL

Official documentation · 9 Oct 2026

The product's own page.

Deployment

Official documentation · 9 Oct 2026

Runs in EvenUp's hosted platform (the page's "Log In" goes to evenup.law); no self-hosted option is described.

Intended for

Official documentation · 9 Oct 2026

Written for personal-injury law firms and the teams inside them.

Also from EvenUp

• EvenUp Communication Agents AI agent

  AI voice and text agents that call insurance carriers, medical providers and clients for personal-injury firms, opening claims, confirming coverage, chasing records and verifying medical balances.

• EvenUp AI Drafts Application

  Drafts demand letters, treatment chronologies, complaints and discovery responses for personal-injury cases from the case file, with line-level citations, for an attorney to review in the web app or Microsoft Word.

• EvenUp Medical Management Application

  Treatment-phase hub for personal-injury firms that keeps an always-updating timeline of a client's care, costs and records, writes AI summaries with line-level citations, and flags treatment gaps, missing records and missed appointments before they hurt the case.

• EvenUp Expert Demands Application

  Personal-injury settlement demand letters drafted by AI and reviewed by EvenUp's own legal professionals, delivered to the firm in a finalized state in one to five days.

• EvenUp Companion AI agent

  EvenUp's AI agent for personal-injury firms: it answers case questions with line-level citations, drafts case work, launches Communication Agents and runs caseload checks across EvenUp, Microsoft Word, email and the browser, with Lexis+ legal research for users who hold that licence.

• EvenUp Settlement Repository Application

  Searchable database of a firm's own past settlements, filtered by injuries, treatments and policy limits, where EvenUp's Piai model ingests the settlement data and summarizes cases with similar qualities and different adjuster responses.

• Express Demands™ Application

  Generates demand drafts containing facts, liability, treatment history, ICD codes and damages.

• MedChrons™ Application

  Organizes medical records into professionally reviewed chronologies for personal injury cases.

• Case & Negotiation Prep Application

  Flags missing documents, treatment gaps and prior medical history to support case preparation and negotiation.

• Executive Analytics™ Application

  Uses AI to analyze case files and provide insights across a firm's cases.

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