Florida Bar Member  ·  Healthcare Practice Operator  ·  General Counsel  ·  AI Systems Integrator

PI Practice Operations

Robert Courtney, Esq.

Fractional Operations Attorney

Helping personal injury firms grow revenue and settle cases faster and more profitably — without new hiring.

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The context

The operational pattern most managing partners recognize

Most managing partners at pre-lit heavy firms share a version of the same constraint: the caseload is there, the referrals are coming in, but the operation cannot move cases faster without adding staff — and adding staff compresses margin. AI-assisted workflow platforms have changed that calculus, and adoption across plaintiff PI firms is accelerating rapidly — leading platforms now serve more than 3,000 firms nationally. The same pre-lit staff, working the same hours, can now handle materially more active cases, produce better-documented demands in a fraction of the time, and settle cases faster. The cumulative effect on firm revenue and profitability is substantial — in many cases doubling pre-lit revenue without adding a single staff member.

  • Demand packages consume pre-lit staff time that could be directed to more active cases
  • Medical records arrive incomplete, out of sequence, or with treatment gaps that go undetected — ultimately reducing demand value and settlement outcomes
  • Settlement timelines run longer than necessary — tying up cash flow and staff capacity that could be moving new cases forward
  • The most error-prone work in pre-lit is also the most repetitive — exactly the work AI handles with greater consistency, freeing your staff to focus where their judgment and experience can have the most impact

Addressing this requires more than software adoption — it requires someone with the legal judgment to oversee outputs, the discipline to build workflows that perform consistently, and a direct financial incentive tied to the firm’s improved profitability.

The arrangement

AI-driven operations, attorney judgment, measurable results

AI platforms purpose-built for plaintiff PI firms — led by providers such as EvenUp, Eve, and Supio — are fundamentally changing how pre-litigation practices operate, accelerating records review, demand preparation, workflow management, and case throughput. The firms realizing the greatest benefit are those that integrate these tools into disciplined operational systems: structured workflows that expand pre-lit staff capacity, shorten case cycles, and grow revenues and profitability without adding headcount. Integrating those systems requires both the technical judgment to select and deploy the right platforms and the legal judgment to ensure every output meets the standard a managing partner would approve.

The proposition is straightforward: I join the firm on a fractional basis as a Florida-licensed attorney with a defined operational mandate — lead the integration of AI into the pre-litigation practice, design the workflows that increase pre-lit staff throughput, and build the systems that allow the firm to handle more cases without expanding staff.

This is not an outside advisory arrangement. I work inside the firm alongside the existing team, with compensation structured around documented improvement above the current baseline. Aside from an agreed retainer, the firm bears no incremental cost unless the arrangement is generating measurable results.

“The same staff.  More cases.  Higher settlements.  No new headcount.”

An illustrative financial analysis

What the numbers look like for a representative firm

The analysis below models a representative firm profile using documented outcomes from PI firms that have integrated AI.1

Baseline — today

Pre-lit staff2
Active cases per staff member90
Total active caseload180
Avg case duration8 months
Cases settled per year270
Avg settlement value$17,500
Annual fee revenue$1,559K
Pre-lit net profit (28%)$437K

AI-integrated projections

Pre-lit staff2 unchanged
Active cases per staff member117 +30%
Total active caseload234 +30%
Avg case duration6.5 months −1.5 mo
Cases settled per year432 +60%
Avg settlement value$19,250 +10%
Annual fee revenue$2,744K +76%
Pre-lit net profit (est.)$873K +100%

1 Figures modeled from published performance data across the PI AI sector. Leading platforms — EvenUp, Eve, and Supio — collectively serve 2,500+ firms and are processing more than 700,000 PI cases annually. Published outcomes include capacity gains of 50–100%+ and settlement improvements of 15–30% attributable to AI-assisted demand preparation and documentation completeness. Projections here are calibrated conservatively at the lower end. Actual results depend on case mix, pre-lit workflow maturity, and staff adoption discipline.

Evaluate the economics

Evaluate the Economics Using Your Firm’s Actual Numbers

The analysis above uses one representative set of assumptions. Every firm differs in staffing, caseload, settlement values, margins, and workflow. The interactive Practice Economics Model allows you to replace these assumptions with your firm’s actual numbers and evaluate how the economics change.

Analyze Your Firm’s Economics →

Before you run the numbers, you may want to see the operational and legal experience behind the model.

Qualifications

The experience behind the model

With more than four decades spanning legal practice, healthcare operations, and business leadership, this work pairs the judgment of a seasoned attorney with the operational discipline of an executive who has built, scaled, and systematized professional service businesses in regulated environments.

Plaintiff-side standing, defense-side insight

An active member of the Florida Justice Association. Earlier in his career, seven years at Carlton Fields in Tampa practicing PI and medical malpractice defense gave him a direct understanding of how adjusters and defense counsel evaluate and strategize against a plaintiff's case.

Healthcare professional service operations

Founded, led and acted as general counsel for medical and dental clinic networks across multiple markets. Regulated professional service environments where throughput and quality must coexist — the same operational challenge a PI firm faces.

AI integration in professional services

Deployed AI and process automation in multiple business contexts as the owner-operator accountable for outcomes, not as an outside vendor. That distinction matters in how integration decisions are made and how results are measured.

Florida Bar  ·  California Bar  ·  Florida Justice Association  ·  Vanderbilt University (BA Economics)  ·  Stetson University College of Law (JD)  ·  Thunderbird School of Global Management (MBA)

About

Robert Courtney, Esq.

I am a Florida-licensed attorney and seasoned business executive who joins personal injury firms on a fractional basis to integrate AI into pre-litigation workflows — building the systems that allow firms to handle significantly more cases with existing staff, shorten settlement timelines, and grow pre-lit profitability without adding headcount.

I bring to legal practice management a combination of legal judgment and operational discipline. I began my legal career at Carlton Fields in Tampa, where I spent seven years in PI and medical malpractice defense — developing a direct, working understanding of how adjusters and defense counsel evaluate plaintiff demands, and where documentation gaps erode case value. Following that experience, I spent three decades founding, leading, and acting as general counsel for professional service businesses in regulated environments across multiple industries and markets. Healthcare clinic networks. Commercial real estate operations. Restaurant and franchise platforms. In each, the operational challenge was the same — build systems that allow a defined team to handle increasing volume without proportional increases in headcount.

Integrating automated and AI-driven systems across those businesses became a consistent thread well before it became an industry conversation. Automating document-intensive due diligence processes at a veterinary acquisition platform. Restructuring a design department around AI-assisted tools to accelerate throughput and reduce headcount. Installing analytics platforms across a multi-brand restaurant portfolio. Deploying AI-powered practice management tools in a veterinary urgent care network. In each case the role was the same: owner-operator accountable for results, not outside vendor accountable for implementation. That distinction shapes how integration decisions get made and how outcomes get measured.

The pre-lit workflow challenge is one I have seen in multiple forms across professional service businesses — the same tension between staff capacity, documentation quality, and margin. What has changed is the availability of AI-powered platforms purpose-built to address it: tools that accelerate records review, automate demand preparation, and expand what a pre-lit team can manage without adding headcount. I work inside the firm alongside the existing team — not as an outside vendor — bringing the legal judgment of an experienced attorney and the operational discipline of a business executive who has built and systematized professional service operations at scale — with compensation structured so the firm pays only for results.

Contact

An initial conversation

We suggest a 20-minute call as the next step. The goal is straightforward: to determine if this arrangement can yield a significant, measurable return for your firm.

Schedule a call →