AI-Powered · Legal · Healthcare · Insurance · Consulting

Intelligent Workflows for Complex Case Management

SimpleTort is the intelligent workflow platform purpose-engineered for law firms, healthcare organisations, and insurance companies running high-volume case operations. From intake to resolution, every stage is automated, AI-assisted, and built for your entire team.

~30%
Reduction in
paralegal hours
<48h
Lead to qualified
case status
10K+
Concurrent case
capacity
Case Pipeline Overview● Live
247
Active Cases
38
Pending Review
12
Settlements
New Leads54
Pending Paralegal Review38
Pending Attorney Review21
Filed87
Settlement Phase12
AI Document Processing
Completed in 1m 42s
HIPAA Compliant
Cloud-Native
Multi-Campaign
SOC 2 Type II Ready
AI-Powered

What is SimpleTort

One Platform. Legal, Healthcare & Insurance.

SimpleTort is an intelligent case and workflow management platform engineered for organisations that manage high volumes of complex cases, documents, and deadlines across legal, healthcare, and insurance operations.

We replace fragmented spreadsheets, siloed tools, and manual handoffs with a single intelligent system. Whether you are running mass tort campaigns, workers' comp claims, personal injury cases, healthcare compliance workflows, or insurance claims operations, every task, deadline, document, and communication is tracked, automated, and surfaced to the right person at the right time.

AI-extracted medical summaries from clinical and specialty records in minutes
Automated deadline tracking for filing windows, enrollment periods, and court dates
Role-based workflows for admin staff, paralegals, junior and senior partners
Integrated settlement calculator synced to your accounting system in real time

Case Lifecycle

1
Lead Intake & Qualification
Marketing intake, eligibility screening, client onboarding trigger
2
Document Collection
Guided client portal, document checklist, completeness verification
3
AI Document Processing
Record analysis, diagnosis extraction, AI qualification score
4
Program Enrollment & Deadlines
Automated tracking, enrollment status updates, critical alerts
5
Attorney Review & Filing
Paralegal, junior partner, senior partner structured approval chain
6
Settlement & Disbursement
Award calculation, accounting sync, disbursement to client and firm

Who We Serve

One platform. Multiple industries.

The same enterprise infrastructure and intelligent workflow automation that powers high-volume legal operations translates directly to healthcare and insurance, giving each sector a purpose-fit solution built on a proven, scalable foundation.

🏥

Healthcare

Providers, Networks & Administrators

Workflow automation for healthcare organisations managing complex documentation, compliance obligations, and multi-party coordination at scale.

📋 Revenue Cycle & Billing Disputes
🔒 HIPAA Compliance Tracking
📄 Patient Record Management
⏰ Regulatory Deadline Automation
🤝 Referral & Care Coordination
🛡️

Insurance Companies

Carriers, TPAs & Adjusters

Claims operations and compliance workflows for carriers, third-party administrators, and adjusters managing high volumes of complex claims.

📥 FNOL Automation
🔄 Subrogation Workflow Management
📊 Adjuster Performance & SLA Tracking
🧾 Lien, Reserve & Payment Tracking
🔍 Audit & Compliance Reporting

Platform Capabilities

Everything your firm needs, built in

Six integrated modules covering every stage of your practice, all in a single platform designed to scale across hundreds or thousands of concurrent cases.

🧲

Lead Intake & Screening

Automated ingestion from marketing partners via API. Eligibility criteria checks run at intake. Qualified leads trigger client onboarding automatically.

Lead Management
🤖

AI Document Processing

Advanced document AI extracts diagnoses, specialist findings, injury data, and case-critical facts from medical records in under two minutes with AI-generated summaries ready for review.

Powered by AI
⚖️

Attorney Review Workflow

Structured multi-tier approval chains route cases from paralegal to junior partner to senior partner. Escalation paths and case notes are fully configurable per campaign.

Legal Workflow
📅

Deadline & Compliance Automation

Never miss a critical date. SimpleTort tracks filing windows, enrollment deadlines, and court-imposed dates with automated alerts routed to the right team member.

Deadline Tracking
💰

Settlement Calculator & Financials

Built-in settlement calculator with real-time breakdown of fees, medical liens, and client proceeds. Synced with your accounting platform so books stay current.

Financial Management
📊

Analytics & Campaign Dashboard

Senior partners get campaign-level visibility: pipeline health, paralegal workload distribution, settlement velocity, and revenue forecasts.

Analytics

How It Works

From first contact to final settlement

SimpleTort handles your entire case pipeline in six automated stages with AI assistance and structured human review checkpoints at every step.

01

Lead Captured

Intake from marketing partner. Auto-screened against eligibility criteria.

02

Client Onboarded

Portal link issued. Client completes intake questionnaire and uploads documents.

03

AI Processes Records

Medical and supporting documents analyzed by AI. Qualification score generated in minutes.

04

Paralegal Reviews

Auto-assigned paralegal reviews AI summary, verifies completeness, advances case.

05

Attorney Approves

Junior partner reviews and signs off. Complex cases escalate to senior partner.

06

Settled & Disbursed

Settlement calculated, accounting synced, disbursement tracked.

Measurable Results

Built to deliver outcomes, not just features

Every design decision in SimpleTort is grounded in operational targets validated with mass tort litigation teams.

⏱️
~30%
Reduction in paralegal hours per case through workflow automation
🎯
<48h
Lead-to-qualified time from intake submission to AI-scored case
🤖
<2m
Medical record processing: upload to AI summary available
📈
25%
Reduction in rework and manual correction errors across workflows

Designed For Your Team

Every role gets exactly what they need

SimpleTort's role-based system ensures the right information and actions reach each team member, without the noise that slows high-volume practices down.

Admin Staff

Streamlined Operations & Financials

Manage client communications, track disbursement milestones, and coordinate post-settlement financial workflows from one organised dashboard with full audit visibility.

Automated task assignment and routing
Accounting-synced disbursement tracking
Client communication logs in one place
Paralegal

AI-Assisted Case Review at Scale

Review AI-generated medical summaries, verify document checklists, manage enrollment deadlines, and communicate with clients, all with automated queue management.

AI summaries and qualification scores
Document completeness checker
Auto-assigned and prioritised case queue
Attorney

Fast, Confident Case Decisions

Junior partners approve standard cases in seconds with AI-backed summaries. Senior partners oversee complex cases and full campaign performance through analytics dashboards.

One-click structured approval workflow
AI-assisted legal review summaries
Campaign-level analytics dashboard

Security & Compliance

Enterprise-grade security, built from day one

SimpleTort handles sensitive Protected Health Information (PHI) and confidential legal records for thousands of clients. Our architecture was designed with HIPAA compliance, PHI encryption, and full audit logging as core requirements, not afterthoughts.

All PHI is encrypted at rest and in transit. Staff authenticate via your identity provider with mandatory multi-factor authentication. Every access event, status change, and document action is logged and auditable.

🔒 HIPAA Compliant
☁️ Cloud BAA Covered
🔑 MFA Enforced
📋 Full Audit Logs
🔒 PHI Encryption
🛡️ Role-Based Access
🔒

PHI Encryption

All health information encrypted at rest with AES-256 and in transit via TLS 1.3

👤

Role-Based Access

Fine-grained RBAC at API and data layers. Staff see only what their role permits

📋

Audit Trail

Every PHI access, case change, and user action logged with timestamp and identity

☁️

Cloud Infrastructure

Built on enterprise cloud with signed HIPAA BAA. Serverless, scalable, and always-on

Integrations

Connects with the tools you already use

SimpleTort integrates natively across six categories of the legal tech stack so your team never has to leave the workflow.

🧾
Accounting & Financials
Sync settlements, disbursements, fee splits, and trust account transactions directly with your accounting platform.
QuickBooksXeroSage
✍️
E-Signature
Send, track, and collect signed retainer agreements, consent forms, and settlement approvals without leaving the platform.
DocuSignAdobe SignHelloSign
📱
SMS & Messaging
Automated two-way SMS for client intake reminders, document request nudges, and status updates.
TwilioMessageBirdBandwidth
📧
Email Delivery
Transactional and campaign emails: welcome messages, portal links, document checklists, and deadline alerts.
SendGridMailgunPostmark
🤖
AI & Document Intelligence
Advanced AI models extract diagnosis codes, treatment timelines, specialist findings, and injury severity automatically.
Vertex AIDocument AIMedLM
🔑
Identity & Authentication
SSO and MFA via your existing identity provider. Clients authenticate through a secure, scoped portal.
Google WorkspaceMicrosoft 365Okta

Our Services

Beyond software: we partner with you

SimpleTort Labs delivers hands-on consulting, technology staffing, and transaction advisory so you get the platform and the people to run it.

🎯

Fractional CXO & Consulting

Experienced operations, technology, and finance executives available on a fractional basis, delivering C-suite leadership without the full-time cost.

Fractional COO, CFO & CTO engagements
Operational process redesign & efficiency
Technology strategy & vendor selection
Financial modelling & reporting frameworks
👥

Fractional Staffing

Skilled, vetted professionals on flexible engagements, specialising in enterprise cloud platforms, workflow automation, and legal/healthcare technology.

Cloud architects, engineers & data analysts
Workflow platform implementation specialists
Legal ops & paralegal workflow resources
Project managers & scrum masters
🤝

M&A PMO / IMO

Programme and integration management for mergers, acquisitions, and divestitures, from pre-deal due diligence through integration execution.

Pre-deal operational & technology due diligence
Day 1 & Day 100 integration planning
Systems, data & workflow consolidation
Synergy tracking & value realisation reporting
Talk to Our Team ↗

Get In Touch

Let's talk about what we can build together

Whether you're evaluating the platform, exploring a consulting engagement, or planning an integration, our team is ready to help.

📠
Fax
(910) 377-1598
🏠
Headquarters
Raleigh, North Carolina
🔒
Confidential & Secure
All enquiries treated with strict confidentiality. HIPAA-compliant handling of any sensitive information.

Send us a message

We'll respond within one business day.

By submitting you agree to our Privacy Policy and Terms of Service. We never share your information.

Get Started

Ready to scale your operations?

Join forward-thinking law firms, healthcare organisations, and insurance companies using SimpleTort to manage complex case operations: faster, smarter, and without growing headcount.

No commitment required · Setup in days, not months · HIPAA-compliant from day one