Serving PI attorneys, MDs & chiros in Atlanta, Miami & nationwide๐Ÿ“ž (678) 316-6920  ยท  Free Consultation
Free Tools

Run the numbers yourself.

Twelve free tools built for the PI world. No email required โ€” though if the results surprise you, you know where to find us.

For Attorneys
๐Ÿฉบ

IOLTA Health Score

20 audit-critical controls, a live score, and an honest verdict: audit-ready, at risk, or call us today.

Take the assessment โ†’

๐Ÿ’ฐ

Fee Tax Estimator

Big fee year? See roughly what you'd keep โ€” and what proactive planning is typically worth.

Estimate your keep โ†’

โš–๏ธ

Case Cost ROI

Should you take the case? Probability-weighted fee, cost exposure, and annualized return.

Price the case โ†’

๐Ÿ“‰

Cash Flow Runway

Overhead vs. settlement pipeline โ€” a 12-month cash curve showing exactly where the gaps are.

See your runway โ†’

๐Ÿงฎ

Settlement Disbursement

Gross settlement โ†’ fees, liens, costs, and net to client. The full waterfall, instantly.

Open below โ†“

For MDs & Chiros
๐Ÿ…

Referring Attorney Scorecard

Rank your referring firms by true yield โ€” and see what your worst relationship costs per year.

Rank your firms โ†’

๐Ÿ“

LOP Acceptance Calculator

Price the LOP before you accept it: expected collection, today's-dollar value, true margin, verdict.

Price the LOP โ†’

๐Ÿ”€

Hold vs. Sell Liens

A buyer offered cents on the dollar for your aged liens. Find the breakeven and the answer.

Do the math โ†’

๐Ÿฅง

Revenue Mix Analyzer

How much of your practice runs on settlement timing? Get a volatility score and a plan.

Check your mix โ†’

๐Ÿ“Š

Lien Book Value

Age your receivables, apply your real collection rate, see what your book is worth.

Open below โ†“

For Both Sides
๐Ÿฆ

Financing True-Cost Comparator

Bank line vs. specialty lender vs. non-recourse โ€” the same capital need, compared honestly.

Compare offers โ†’

๐Ÿ“ˆ

Marketing Cost-Per-Case

Every channel on one scoreboard: cost per signed case and ROI vs. average case value.

Score your channels โ†’

๐Ÿ“‹

IOLTA Self-Audit Checklist

The printable 20-point version โ€” free download for working through on paper.

Get the checklist โ†’

For Attorneys

Settlement Disbursement Calculator

Disbursement Statement

Gross Settlementโ€”
Attorney Feeโ€”
Medical Liensโ€”
Case Costsโ€”
Net to Clientโ€”

Every disbursement like this should tie to your IOLTA ledger to the penny. That's what we do monthly โ†’

For Providers

Lien Book Value Calculator

Lien Book Snapshot

Gross Lien Receivablesโ€”
Aging Adjustment (est.)โ€”
Realistic Expected Valueโ€”

We calculate this monthly using your actual collection rates by referring firm โ€” usually a very different number than the flat estimate. See how โ†’

InjuryTax AssistantAnswers about accounting for PI attorneys, MDs & chiros