AI-triggered case updates

Automated progress notifications sent at every case milestone — medical evidence approved, settlement offer received, court date confirmed. Clients stay informed without calling the office. Up to 70% click-through rate.

Settlement document repurposing

Upload a complex settlement offer, terms and conditions, or damages schedule, and AI automatically repurposes it into a client-friendly summary with clear, actionable next steps — in your firm's voice.

Predictive delivery timing

AI learns the engagement patterns of individual clients — when they open communications, when they act, what time of day. Critical updates are held until the precise moment each client is most likely to respond.

Settlement milestone cross-sell nudges

When a PI client approaches settlement, AI surfaces a timely, relevant prompt for wealth management, trusts and wills, or other practice areas — at the moment clients are most receptive to thinking about next steps.

Case status self-service

"Has my medical report been approved?" — AI generates the precise, up-to-date answer from the client's own case file. Avoidable inbound calls eliminated. Fee-earner time protected.

AI-powered document search

"I'm dealing with a disciplinary at investigation stage" — Appi surfaces the exact documents needed: investigation plan, witness statement form, suspension letter. Scoped to what the client's retainer covers.

Permission-scoped AI search

Every AI answer is drawn exclusively from files that specific client owns. A PI claimant sees only their case. An HR director sees only their retained documents. Enforced at the data layer — not by trust.

AI legal companion

Step-by-step guidance for complex situations — disciplinaries, group action milestones, settlement stages. AI walks clients through the process, surfaces documents at each step, and knows when to escalate to a fee earner.

Predictive cross-sell agents

AI monitors PI clients approaching settlement and autonomously triggers a highly relevant prompt — wealth management, trusts and wills, financial planning — at exactly the moment a client is most receptive to thinking about next steps.

End-to-end client onboarding

Routine onboarding handled entirely by AI — identity checks, document requests, forms of authority, case setup. No manual chasing, no support tickets, zero wait times. From instruction to case-ready, automatically.

Group action milestone agents

Automated actions triggered at each stage of a group action — stage notifications sent, evidence requests queued, settlement communications dispatched — for hundreds or thousands of claimants simultaneously.

At-risk client re-engagement

Identifies clients who have gone quiet — low portal engagement, no document access, approaching key milestones with no action — and triggers a personalised re-engagement journey before they disengage entirely.

White-label community scaling

Instantly spin up fully branded, white-label versions of the platform for corporate clients — a dedicated community for Royal Mail, a separate environment for a manufacturing group's HR team. One platform, infinite branded instances.

Group action community moderation

AI automatically classifies every post in client community spaces — group actions, serious injury forums, financial mis-selling groups — by risk level, detecting harmful language and surfacing only genuine issues to human moderators.

AI content governance

Continuously scans your document library for stale precedents, outdated policies, and superseded guidance — flagging content before clients encounter it. Legal accuracy as a governance obligation, not an afterthought.

AI design & configuration assistant

Describe what you need — "Build an onboarding hub for the new emissions group action" — AI creates and configures it. No technical support or development resource required.

Fee-earner capacity protection

Tracks how many avoidable inbound contacts AI self-service has deflected — case status queries, document requests, procedural questions. A direct measure of billable time recovered.

Referral pipeline analytics

Which cross-sell prompts are converting to second service instructions? Which practice areas are generating referral opportunities? Track the commercial ROI of every AI-triggered prompt.

Content gap prediction

AI analyses exactly what legal issues clients are asking about but failing to find — a direct, predictive feedback loop into your future legal products, knowledge base, and practice area investment decisions.

Conversational analytics

Ask: "Which practice areas are generating the most unresolved queries this month?" — insights in plain language, immediately actionable. No BI reports, no waiting for the data team.