Legal ops · Production

John K. Zaid & Associates scales personal injury practice with EvenUp's proactive AI platform

The problem

As caseloads grew, John K. Zaid & Associates struggled to maintain case velocity while relying on spreadsheets for medical tracking, manual demand drafting that risked missed details, and routine client check-ins that competed with higher-priority case work.

Workflow diagram · grounded in source
1
AI Playbooks intake evaluation
ai_action
“Playbooks proactively automate early case evaluation, assessing key factors such as liability, injury severity, insurance coverage, and overall client fit—helping the investigations team quickly determine whether to take on a new case”
2
Risk-based case triage and routing
routing
“By proactively surfacing indicators of high and low-value claims and flagging potential red flags early, the team can triage cases more effectively before attorneys get involved. For higher-value matters, the firm can easily automate cas…”
3
Centralized medical management
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“EvenUp's Medical Management™ provides a centralized, continuously updated view of each case, including medical procedures, treatment patterns, and expenses”
4
Automated client check-in agent
ai_action
“Communication Agents™ proactively automate routine touchpoints consistently, allowing case managers to focus on more complex case needs. Across 2,000 cases and 7,500 calls and text messages, the treatment check-in agent surfaced acute pr…”
5
Issue escalation to case managers
routing
“When issues or additional questions do arise, the Agent seamlessly routes clients to case managers via email to call the client back”
6
Automated demand preparation
ai_action
“proactive automation of demand preparation workflows. Demand creation was streamlined end to end, with key case details and medical records surfaced automatically, significantly reducing the need for time-intensive review”
7
Negotiation sheet and case insights
output
“Case managers generate Negotiation Sheets in AI Drafts™ to automatically surface key facts, timelines, and medical evidence with in-line citations. Throughout the case lifecycle, Case Companion™, EvenUp's legal AI assistant within the pl…”
Reported outcome

The firm now sends 30% more demands month over month without adding staff, secures settlements that are often 300% higher, and has automated routine client communications across thousands of cases while freeing case managers for higher-impact work.

Reported metrics
Month-over-month demand sends30%
Settlement value on select cases300%
Settlements broadly securedoften 300% higher
Treatment check-in agent scale2,000 cases and 7,500 calls and text messages
Show all 6 reported metrics
month-over-month demand sends30%
settlement value on select cases300%
settlements broadly securedoften 300% higher
treatment check-in agent scale2,000 cases and 7,500 calls and text messages
check-in time savingssignificant time
case capacityhandles more cases with the same team
Reported stack
EvenUpAI PlaybooksMedical ManagementCommunication AgentsDemandsExpress DemandsAI DraftsCase Companion
Source
https://www.evenuplaw.com/customers/john-k-zaid-associates/
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

The firm now sends 30% more demands month over month without adding staff, secures settlements that are often 300% higher, and has automated routine client communications across thousands of cases while freeing case m…

What tools did this team use?

EvenUp, AI Playbooks, Medical Management, Communication Agents, Demands, Express Demands, AI Drafts, Case Companion.

What results were reported?

Month-over-month demand sends: 30%; Settlement value on select cases: 300%; Settlements broadly secured: often 300% higher; Treatment check-in agent scale: 2,000 cases and 7,500 calls and text messages (source-reported, not independently verified).

How is this legal ops AI workflow structured?

AI Playbooks intake evaluation → Risk-based case triage and routing → Centralized medical management → Automated client check-in agent → Issue escalation to case managers → Automated demand preparation → Negotiation sheet and case insights.

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