Our Services
Our Three-Pillar Service Framework
Excelerate Legal (EL) provides three types of Services to PI Firms
2. Operations Services
Covering operations in Marketing, Intake, Treatment, and Settlement.
1. Strategy Overview
PI-Excel: Detailed Audit of your PI Business
What It Is?
PI-Excel is an intensive, 2 to 4 week comprehensive audit designed to analyze every component of your Personal Injury business. We uncover hidden inefficiencies, identify bottlenecks, and provide an actionable roadmap for growth.
Our Core Methodology: We conduct a deep-dive analysis by examining
Three key parameters (your “how“) across Four critical business areas (your “what“)
The Three Parameters We Audit:
People: We evaluate your team’s structure, skill sets, training, and overall effectiveness in their roles.
Process: We map and stress-test your current workflows, from first contact to final check, to find gaps, redundancies, and opportunities for streamlining.
Technology Tools: We assess your case management, intake, and marketing systems to identify gaps and outdated tools.
The Four Critical Areas We Cover:
Our 3-parameter audit is applied to every stage of your client lifecycle
Marketing: How your people, processes, and tools work in concert to attract, track, and sign qualified new clients.
Intake: The efficiency, accuracy, and client-friendliness of your onboarding process, from the first call to a signed retainer.
Treatment: Your firm’s system for managing client care, tracking medical records, and ensuring consistent communication during case development.
Settlement: The effectiveness of your demand, negotiation, and case-closing procedures, ensuring you are maximizing value efficiently.
2. PI Operations Services
2.1 Marketing
Outcome-Based Marketing for PI Firms
Personal Injury law firms operate on a contingency model, and your marketing should follow the same outcome-based structure. Instead of charging for hours or ad spend, we charge only for outputs—qualified leads or signed retainers—aligning our incentives with your firm’s financial reality.
Eliminating Cash-Flow Risk
PI firms often face 12–36 month cash-flow gaps before cases settle, so our approach removes fixed overhead and transforms marketing into a variable, results-driven cost.
No Vanity Metrics—Only Real Injury Leads
We eliminate vanity metrics and focus solely on real, high-intent injury leads, absorbing the risk of wasted clicks or unqualified traffic.
Predictable, Scalable Growth
With predictable CPQL or CPA, your firm can scale confidently, knowing exactly what each signed case will cost.
Vendor-Agnostic Optimization
We also act as a vendor-agnostic auditor to ensure you work only with the most cost-efficient marketing partners.
Fully ABA-Compliant Model
Our model is fully compliant with ABA Rule 5.4 and structured as Pay-Per-Qualified-Lead or a flat fee per signed retainer, giving you the safety of a contingency-aligned model without violating State Bar regulations.
2.2 Intake
Our Flexible, Results-Driven Intake Solution
We provide a full-service partnership designed to convert your qualified leads into signed clients. Our process is transparent, data-driven, and built to integrate directly with your firm’s specific needs.
Seamless Integration Your Way
We adapt to your existing workflow, not the other way around.
Use Your Preferred Tools: We will operate directly within your preferred AI Vendor or Case Management Tool to qualify qualified leads, ensuring 100% consistency with your current operations.
Use Our Platform: Alternatively, we can also manage the entire Intake process ourselves on our preferred platform (NuLaw), offering a complete, turnkey solution.
Proactive Management from Lead to Retainer
Our service extends far beyond simple lead qualification.
Active Pipeline Management: We don’t just pass a lead and forget it. We will track the closure of every Intake from first contact to final disposition.
Dedicated Follow-Up: Our team will proactively follow up with qualified prospects for signing up Retainers, ensuring no potential client falls through the cracks.
A Data-Driven, Outcome-Based Partnership
Our success is measured by the same metric you use: signed cases.
Outcome-Based Models: We are not a typical vendor. We follow Outcome-Based Models, meaning our financial success is directly tied to yours. We win when you sign new clients.
Total Transparency: We will monitor conversion ratios and proactively track conversion at every stage of the funnel.
Clear Accountability: Our detailed reporting makes it easy for you to compare the performance of different agencies and marketing sources, proving our value with clear data.
2.3 Treatment
End-to-End Medical-Legal Support Services
We manage the entire administrative lifecycle of your case files, allowing your legal team to focus on strategy and winning cases instead of managing vendors and paperwork.
Full-Service BPO / LPO Management
Our team acts as a seamless extension of your firm, handling all aspects of your medical-legal outsourcing.
Complete Vendor Management: We take full responsibility for managing your Medical Service BPO / LPO relationships.
Meticulous Cost Tracking: We track all treatment costs associated with your cases, ensuring every bill is captured and accounted for to maximize your client’s recovery.
Proactive Case File & Document Assembly
We don’t just wait for documents; we actively manage their creation and assembly to build a powerful demand package.
Vendor Coordination: We proactively follow up and organize all critical components from your vendors.
Evidence Compilation: This includes commissioning and reviewing the Medical Chronology, Narrative Summary, and Billing Summary.
Demand Package Assembly: Our team takes final responsibility for the complete Demand Package assembly, ensuring every piece of evidence is perfectly compiled and ready for submission.
Transparent Monitoring & Reporting
You will have complete visibility into your case status without having to manage the day-to-day process.
Active Progress Monitoring: We will monitor progress with all vendors to eliminate bottlenecks and ensure your deadlines are met.
Clear, Concise Reporting: You will receive regular reports detailing the status of each file, giving you peace of mind and complete oversight.
2.4 Settlement
Comprehensive Settlement Management
We provide expert, end-to-end oversight for the entire case settlement process, ensuring every financial detail is managed with precision, compliance, and transparency. Our team coordinates all vendors and moving parts, allowing you to focus on your clients while we handle the complex financial closures.
Our End-to-End Process Includes:
Settlement Check Verification: We take immediate responsibility for logging, verifying, and securing all incoming settlement checks.
Strict IOLTA Compliance: Our team manages all trust accounts with meticulous care, ensuring 100% compliance with all IOLTA (Interest on Lawyers’ Trust Accounts) regulations.
Proactive Lien Management: We diligently identify, negotiate, and resolve all outstanding medical liens and third-party claims, protecting your firm from future liabilities and ensuring all obligations are satisfied.
Final Statement Reconciliation: We manage the entire financial reconciliation process, preparing and auditing the final settlement statement for complete accuracy before disbursement.
Full Vendor & Client Sign-Off: Our process is complete only when all parties have reviewed and provided formal sign-off on the final numbers, guaranteeing a smooth and transparent closure.
Software & Vendor Expertise
To execute this complex workflow efficiently, we are proficient in coordinating with the industry’s leading financial and legal tech platforms. Our team has hands-on experience with:
Trust Accounting Software: Trust Books, Soluno, Persuadis
Case Management Platforms: Trialquest
3. Support Services
3.1 Finance & Accounting
Comprehensive Finance & Accounting Solutions
We provide expert, full-service financial management tailored to the unique needs of your law firm. From daily compliance to strategic growth funding, our resources ensure your firm remains financially healthy, audit-ready, and capitalized for success.
Our Core Financial Services Include:
Expert Financial Operations: Our accounting resources manage your firm’s complex daily finances, including bookkeeping, P&L reporting, and high-level financial strategy, freeing you to focus on practicing law.
Audit-Ready IOLTA Reconciliation: We perform meticulous and frequent IOLTA / Trust Account reconciliation, a critical service that ensures you remain 100% compliant with state bar regulations and are prepared for an audit at any time.
Case-Specific Capital: We help you solve cash flow barriers by connecting you with specialized lenders who provide funding to finance your cases, covering litigation costs without impacting your firm’s operational budget.
Strategic Growth Funding: To fund your firm’s operations and expansion, we leverage our connections to B2B financing vendors and private equity investors who understand the legal industry and are ready to invest in your growth.
3.2 HR & Payroll
Strategic HR & Payroll Management
Streamline your firm’s entire people operations, from talent acquisition to payroll. Our services allow you to scale your workforce intelligently, ensure compliance, and convert fixed staffing costs into a flexible, variable expense.
Our Integrated HR Solutions Include:
Full-Lifecycle Talent Management We manage all your Human Resources functions, including the recruiting, onboarding, training, and ongoing management of your staff, ensuring you attract and retain top-tier talent.
Comprehensive Payroll & Benefits Administration We execute your entire payroll process and manage all benefits administration, handling the complete overhead and compliance burden of taxes, insurance, and withholdings.
Cost-Structure & BPO Analysis Our team analyzes the high fixed costs of your in-house salaried staff and benchmarks them against the agile, variable-cost BPO model, providing clear data to drive strategic staffing decisions.
Workforce Optimization Reporting We provide detailed reports on all staff-related costs, empowering you to optimize the perfect blend of in-house and outsourced talent to scale precisely with your fluctuating case volume.
3.3 AI & Cyber Security
AI Integration & Cybersecurity Defense
Harness the power of artificial intelligence to automate complex legal work and protect your firm’s digital assets. We implement cutting-edge AI tools to boost efficiency and deploy elite cybersecurity measures to defend your sensitive client data from emerging threats.
Our Integrated Technology Services:
Automate & Scale Client Intake with AI: We deploy intelligent voicebots and chatbots that do more than just answer calls. They qualify leads 24/7, automate your entire intake workflow, and provide instant client communication, ensuring no viable case is ever missed.
Accelerate Case Analysis & Valuation: We integrate best-in-class AI tools like DigitalOwl, Legalyze.ai, and EvenUp. This automates the time-intensive process of medical record analysis and case valuation, slashing manual review hours and enabling data-driven demand packages.
Proactive Cybersecurity & Threat Defense: Our cybersecurity team, featuring certified ethical hackers, proactively stress-tests your network and applications. We find and fix security vulnerabilities before malicious actors can exploit them, protecting your firm’s reputation and client trust.
Ensure Total HIPAA & Data Compliance: We conduct rigorous audits of your platforms, vendors, and data-handling processes. This guarantees end-to-end HIPAA compliance, safeguarding all protected health information (ePHI) and eliminating the risk of costly regulatory penalties.
3.4 IT Helpdesk
Expert Legal IT Helpdesk Services
Ensure seamless firm operations with an IT partner that speaks your language. We provide white-glove, responsive support for your firm’s entire technology stack, minimizing downtime and maximizing your team’s productivity.
Our Core IT Support Commitments:
Single Point of Contact for All Technology: We provide comprehensive, end-to-end support for your entire tech stack—from laptops and mobile devices to cloud applications, network security, and peripherals. We are the only call you need to make.
Transparent & Rapid Resolution: Our team uses a professional, JIRA-based ticketing system to manage all support requests. This guarantees every issue is tracked, prioritized, and resolved with full transparency, accountability, and speed.
Deep Legal Platform Expertise: We are not just IT generalists. We are experts in your firm’s “operating system” and understand the mission-critical nature of your case management hub, whether it’s CASEpeer, Clio, Filevine, or another platform.
Seamless Integration & Workflow Support: We ensure your core PI platforms and all their integrations run flawlessly. Our proactive support prevents data-sync errors and technical glitches, guaranteeing an uninterrupted workflow for your entire team.