The Platform

Not one agent. A workforce.

Blueshoe’s platform is built for agents, plural. All of your case data, securely accessible in one place, worked by specialized AI agents that run intake, build detailed cited analyses, drive client communication and follow-up, value your cases, and surface the intelligence to run a smarter practice. Your team reviews and makes the judgment calls. The agents do everything else.

HIPAA compliantSOC 2 Type IIEvery fact cited to the recordAccuracy checks built in

THE CASE FILE, ALIVE

Every fact cited. Every version kept. Rebuilt the moment anything changes.

When a record lands (a police report, an ER bill, an adjuster’s letter), agents rebuild the case summary around it. Every statement links back to its source document and page, so nothing on the file is ever an assertion you have to take on faith.

And the agents read critically: conflicting dates get flagged and resolved conservatively, gaps in the record get chased, and time-sensitive evidence problems surface before a human would have looked.

Delgado v. Harmon · Living case summary

revision 14

Compiled from 42 source documents · regenerates automatically when anything new lands on the matter

At faultRyan Harmon, rear-ending driverOakland PD report · p.2
EyewitnessPriya Raman, statement on fileRaman witness statement · p.1
ConditionsDry roadway, dark with street lightingEMS run sheet · p.1

⚠ Two candidate dates for the statute of limitations

The police report places the collision on 11/14; the ER intake sheet is stamped 11/15 at 00:41. Deadlines are calendared from the earlier date, automatically.

Agent flag: before anyone asked

No litigation hold has issued, and the vehicle’s event-data-recorder window is closing.

The defendant’s truck carries an EDR that would settle both live liability questions. The vehicle was declared a repairable loss and no preservation letter is on file. Draft letters to the driver and the carrier are ready for review.

Review draft lettersprepared 5:10 AM

THE WORKFORCE

Specialized agents, working every matter at once

A single assistant hits a ceiling. A workforce doesn’t. Each Blueshoe matter is staffed by agents with distinct jobs, shared context, and connections to your email, documents, and data sources, so the work advances around the clock, on every case, without anyone having to ask.

Intake agent

Runs intake conversations, qualifies the matter, and opens the file with everything in its place.

Records agent

Requests medical records and bills, chases providers, and flags what's missing before anyone notices.

Case-file agent

Rebuilds the living case summary on every new document: cited, versioned, always current.

Care agent

Checks in with clients on your instructions, answers at their pace, and escalates what matters.

Deadline agent

Calendars every statute, notice trap, and follow-up, and resolves date conflicts conservatively.

Valuation agent

Maps specials, liens, and coverage into a live number: exposure, likely range, and net to client.

Drafting agent

Prepares demands, preservation letters, and responses from the record, ready for your judgment.

Practice agent

Watches the whole docket: where the value is, what's stalling, and which leads deserve you next.

CLIENT CARE THAT BUILDS THE CASE

Care agent · client follow-up

check-ins enabled

Your instructions

“Check in every 72 hours while she’s in treatment. Escalate anything about new symptoms.”

Checking in on you

sentchat opened3 messages

Treatment milestone reminder

sentconfirmed

Last check-in 2 days ago · next review in about 17 hours

Pain trajectory · built from care check-ins

28 encounters · 5.9 mo
0510ESI 1ESI 2

Client-reported scores from routine check-ins; each epidural injection steps the curve down. The same record supports treatment follow-through, provider documentation requests, and the damages narrative.

Every check-in is care for the client, and evidence for the case

Between milestones, the care agent stays in the client’s corner: confirming treatment is actually happening, surfacing new symptoms and injuries, capturing pain assessments, and recording how the injury is changing their work, sleep, and daily life. Nothing depends on the client remembering to mention it months later.

All of it is documented and stored on the matter. Agents use it to chase the right medical documentation and make sure every injury gets treated and recorded, and the attorney builds the damages narrative from a contemporaneous record instead of reconstructed memory.

Analyses like the pain trajectory build themselves from that record: the custom exhibits a case needs, generated when the case needs them.

THE NUMBERS, LIVE

Know what every case is worth, and what the client actually takes home

Agents keep the money picture current on every matter: specials and outstanding balances by provider, liens negotiated down the ladder, coverage mapped against exposure, and the projected net to your client at any settlement number. Custom analyses like a pain trajectory, a treatment-gap timeline, or a billing accumulation curve get built when the case needs them, not when someone finds the time.

Demand

$145,000

served to carrier

Best offer

$62,000

round 3 · counter pending

Projected net to client

$37,661

at likely settlement

Liens

$16,289

asserted $21,497 → negotiated down

Limits vs. exposure

Liberty Mutual · BI · third party

$100,000 per person

Offer $62,000 · round 3Exposure $84,000 · demand exceeds limits

CSAA · UM/UIM · first party

$50,000 per person

Recovery above the BI ceiling rides on the UIM layer, mapped automatically

Run the practice, not just the cases

The same agents that work each file watch the whole docket: which matters are stalling, where the value is concentrated, which intake sources produce cases worth taking. It's the intelligence to work smarter and target the right leads, instead of guessing from gut feel.

TRUST, BY DESIGN

AI you can put in front of a judge, because it shows its work

The platform is HIPAA compliant and SOC 2 Type II audited, and client data stays inside a closed system. Every output traces back to the record: each fact carries its source document and page, and accuracy checks run before anything reaches a human, so conflicting sources get surfaced, not smoothed over.

And the line that matters most: agents prepare, attorneys decide. Every demand, letter, and strategy call is reviewed and owned by a licensed lawyer. The platform exists to put judgment at the top of the work, not to replace it.

See it on a real matter.No slides. The actual platform.