Frequently asked questions.

Plaintify supports 40 practice areas organized across seven groups: Personal Injury (auto accidents, trucking accidents, medical malpractice, product liability, nursing home abuse, wrongful death, workers' compensation, dog bite), Intellectual Property (trademark, copyright, patent, trade secret), Employment & Labor (employment disputes, non-compete enforcement), Real Property & Land (real estate PSA, eminent domain, boundary & easement, land use, environmental), Insurance & Coverage (property insurance, insurance bad faith, CGL coverage, business interruption, professional liability), Business & Corporate (share PSA, asset PSA, business fraud, partnership disputes, franchise disputes, corporate governance, fiduciary duty, lender liability), and Construction & Commercial (construction cost, construction defect, commercial lease, commercial HOA, commercial collection, commercial loan, supply agreement). Each practice area includes its own deterministic analysis engine, damages calculator, jurisdiction layer, and demand letter generator.

Plaintify is built for plaintiff-side litigation attorneys and small-to-mid-size firms (1–25 attorneys) who are tired of paying five to seven separate vendors and stitching them together. Whether you handle one dispute type or many, the platform replaces your stack, helps you build stronger cases, and is designed to increase the value of every case you take on.

Most legal AI tools are general-purpose drafting assistants. Plaintify is a full legal operating system purpose-built for plaintiff enforcement — it replaces your case management, research, document automation, e-discovery, and trial software in one platform. The core analysis is deterministic: damages calculations, jurisdiction analysis, claim scoring, and settlement modeling are rule-based engines, not AI predictions. AI is used to draft prose grounded in that analysis, so the numbers in your demand package are explainable and defensible, not hallucinated.

General-purpose AI tools like ChatGPT pose serious risks for legal work. First, privilege and work product protections can be waived when case data is submitted to a provider that uses it for model training. Plaintify prevents this: our third-party AI providers are contractually barred from training on your data, and any data we use to improve our own models is de-identified and anonymized first to remove client and case identifiers. Second, general AI tools hallucinate damages figures, citations, and legal standards. Plaintify's deterministic engines calculate damages and map jurisdiction-specific rules with rule-based logic — AI is only used for drafting prose, not for legal analysis. Third, general tools lack the structured intake, scoring models, e-discovery, trial presentation, and 50-state coverage that Plaintify provides out of the box.

Yes — full, defensible e-discovery is built in. Drop a load file and Plaintify runs the entire lifecycle: ingest with exact-dup, near-dup, and email-thread detection; CAL/TAR predictive coding with recall, precision, and elusion metrics; a privilege log auto-seeded from your coding; redaction; Bates-stamped productions with Concordance DAT + Opticon OPT; and ECA dashboards including a who-emailed-whom communication map. You can also Ask the Record for cited, grounded answers across the whole collection. It lives inside the matter — no per-gigabyte hosting bill and no separate vendor login.

Yes. Plaintify includes a native trial-presentation suite that replaces dedicated courtroom software. Build your Bates-aware exhibit list online, then present full-bleed in the courtroom — offline, running from cached bytes so a dead Wi-Fi connection can't stop you. It includes AI-built demonstratives, an impeachment spotter, deposition page:line clips, second-screen operator/follow roles, a blank-jury-screen control, and failover restore.

Yes. Plaintify handles matter intake and conflicts, calendar and tasks, document management, time tracking, invoicing, retainer replenishment, IOLTA-aware trust accounting with three-way reconciliation, client texting and portals, and a lead-to-matter intake pipeline — everything you would otherwise run in Clio, MyCase, or Filevine — plus the research, drafting, e-discovery, and trial tools those systems don't have.

A seat is one attorney. On the Firm plan ($399 per attorney seat per month), each attorney seat includes everything — matters, documents, research, grounded drafting, e-discovery, trial presentation, the AI case agents, and settlement intelligence. Paralegals, billing staff, and other non-attorney team members are included free; you only pay per attorney.

Those four tools cover practice management, legal research, e-discovery, and trial presentation — and a firm typically pays each one separately, commonly $500–$1,000+ per attorney every month before per-matter e-discovery hosting and per-case trial licenses. Plaintify replaces all of them in a single platform for $399 per attorney seat, performs each function in a way that's purpose-built for plaintiff litigation, and keeps your whole case in one record instead of four disconnected systems.

Plaintify handles matter intake (including a shared intake inbox, conflict checks, and contact relationship mapping), matter management with versioned documents, time entry and approval, invoice generation, retainer replenishment, trust accounting with three-way reconciliation, and firm analytics dashboards. Every action is role-aware and audit-logged.

Yes. Plaintify supports six roles — owner, admin, attorney, paralegal, billing, and staff — each with distinct permissions. Paralegals can draft documents, open matters, and run workflows; billing users manage invoices and trust operations; admins control firm settings and membership. On the Firm plan, paralegals and non-attorney staff are included free — you are billed only per attorney seat. Sensitive actions such as finalizing a redaction set or approving a disbursement are role-gated.

Leads submitted via your firm's intake forms land in a shared inbox. Intake runners triage leads, run conflict checks, assign the prospect to an attorney, and (if accepted) promote the record to a full matter with the captured facts, parties, and documents intact.

Plaintify's trust ledger is designed around IOLTA requirements: per-matter ledger isolation, three-way reconciliation between bank, ledger, and client sub-ledgers, approval workflows for disbursements, and immutable audit trails. Firms remain responsible for their state bar's specific reconciliation and reporting rules; Plaintify surfaces the data and checks, and attorneys certify the reconciliations.

Time entries are captured with a timer-first UI, categorized to a matter and activity code, and optionally routed through approval. Approved time flows into draft invoices where rates, write-downs, and disbursements can be adjusted before finalizing. Retainer balances and trust replenishments are surfaced inline so attorneys can decide whether to draw against trust or bill the client.

Invoices capture the task and activity codes required by common LEDES formats and can be exported. Narrative formatting, block-billing flags, and hourly caps can be configured per client so that billers see issues before sending invoices out.

Each document version can have one or more redaction sets. Attorneys select character ranges or draw redaction boxes, categorize them (PII, privileged, confidential, financial, medical, work product), and finalize the set. Finalization renders a cached redacted blob — and at production time redactions are burned into the PDF — so downstream exports and portal shares always use the sanitized version.

Before finalizing a demand letter or brief, Plaintify scans cited authorities and flags citations that fail format checks, are unreachable in the underlying reporter, or appear to be misquoted. Verified citations are attached to the document with a checkmark; flagged ones require attorney acknowledgment before export.

Every privileged action — matter creation, role change, document version, redaction finalize, invoice finalize, trust disbursement — is recorded with actor, firm, entity, timestamp, and payload. Admins can export audit logs for internal compliance review or regulatory requests.

Each practice area has its own damages engine that computes applicable theories based on your case facts and jurisdiction. For example, the employment engine calculates back pay, front pay, emotional distress, punitive damages, liquidated damages, and attorney fees — automatically applying state-specific multipliers like Massachusetts treble damages or Title VII caps by employer size. The construction engine computes cost overruns, delay damages, retainage recovery, and lien enforcement penalties. Every calculation is deterministic and can be traced back to the statute or rule it applies.

Each practice area uses a weighted multi-factor model to score your claim from 0 to 100. The factors and weights are specific to the dispute type. For example, the employment engine weighs breach severity (35%), financial exposure (30%), procedural compliance (20%), and special factors (15%). The score is fully deterministic — the same inputs always produce the same score, and you can trace exactly which factors contributed.

Plaintify calculates your BATNA (best alternative to a negotiated agreement) based on expected litigation outcomes and costs, models the counterparty's BATNA, and identifies the zone of possible agreement (ZOPA). It also generates creative settlement terms specific to each practice area and recommends a negotiation strategy based on leverage assessment.

Every practice area includes a complete jurisdiction layer covering all 50 states plus the District of Columbia. When you select your state, the platform automatically applies that state's statutes of limitations, damage caps, multipliers, procedural requirements, fee-shifting rules, and other state-specific provisions. For example, the employment engine knows that California bans non-competes entirely, that Massachusetts triples wage theft damages, and that the WARN Act threshold differs by state.

Yes. Each practice area includes a statute of limitations engine that tracks filing deadlines for both state and federal claims, identifies applicable tolling events, and flags deadline urgency. One of the seven built-in AI agents also watches every matter for approaching SOL and demand deadlines so a deadline never becomes a malpractice exposure.

The demand letter is the final output of a multi-step pipeline. The damages figures, claim strength assessment, jurisdiction analysis, and settlement modeling are all computed deterministically before the AI drafts any prose. The AI's role is to weave that verified analysis into a persuasive, well-cited letter. Every letter is designed for attorney review and refinement.

Yes. After generation, you can review and edit every section in our built-in editor. You can also use the revision chat feature to refine any section conversationally — describe what you want changed, and the AI will revise the section while preserving the deterministic analysis that underpins it. Export to Word for further customization on your firm letterhead.

Plaintify accepts PDF, DOCX, DOC, XLSX, and common image formats (JPG, PNG) for scanned documents. Our document extraction engine handles complex formatting, tables, and multi-page agreements across all practice areas.

Yes. All data is encrypted at rest and in transit. We use row-level security to ensure each firm can only access its own cases. Our infrastructure runs on SOC 2-compliant providers. We contractually prohibit our third-party AI infrastructure providers from using your case data to train their own models, and when we use data to improve our own AI models it is de-identified and anonymized first to remove client and case identifiers.

Plaintify's AI infrastructure model is designed specifically to maintain privilege and work product protections. Unlike general-purpose AI providers such as ChatGPT, which may use your submitted data to train their own models (potentially waiving privilege), Plaintify contractually prohibits its third-party providers from training on your data — and any data we use to improve our own models is de-identified and anonymized first to remove client and case identifiers, consistent with ABA Formal Opinion 512. Your analysis stays within your firm's secure, isolated environment with row-level security enforcement.

Yes. The Firm plan is billed per attorney seat and includes unlimited paralegals and staff at no extra charge; Enterprise adds SSO/SAML and volume seat pricing. Each user gets individual login credentials with shared case access and a unified firm dashboard.

Plaintify offers three plans. Solo ($149/month) is the case-building core for a single attorney — matters, grounded document generation, legal research, settlement intelligence, tasks, and the AI case agents. Firm ($399 per attorney seat per month) is the full platform for every attorney, adding e-discovery, trial presentation, unlimited document generation, and firm analytics — with paralegals and staff included free. Enterprise (custom pricing) adds SSO/SAML, volume seat pricing, dedicated onboarding, and a security review. Pay annually and get two months free. See the full breakdown on our pricing page.

After your trial ends, you can choose a plan to continue using Plaintify. Your cases and data are preserved. If you choose not to subscribe, you can export your data at any time.

You can upgrade your plan at any time and the change takes effect immediately. If you need to cancel, you can do so with 30 days' notice. Your data remains accessible for export after cancellation.