New Dawn CRM for Personal Injury Law Firms
Turn chaotic injury caseloads into a clear, predictable pipeline.
New Dawn CRM gives personal injury lawyers a single, secure system for intakes, medical records, demands, negotiations, and signed settlements—so no client, deadline, or policy limit ever slips through the cracks.
Built for intake teams, case managers, and trial lawyers who can’t afford missed calls, late demands, or unhappy clients.
Picture tomorrow’s docket:
You open New Dawn before your first client call. New intakes, signed retainer e‑signs, medical record requests, and demand deadlines are already organized in one view—by case, by adjuster, and by urgency.
- Every call, text, and email tied to the right matter
- Follow‑ups that go out even when you’re in deposition
- Adjuster negotiations and offers tracked to the dollar
That’s the New Dawn difference for PI firms: powerful enough to manage a heavy caseload, simple enough that your whole team will actually use it.
Built inside real small firms
Your caseload isn’t generic. Your CRM shouldn’t be either.
Most CRMs were built for SaaS sales teams, not personal injury lawyers. You feel it as soon as you log in: generic deals, irrelevant fields, and reports that say nothing about medical specials, liability, or policy limits.
New Dawn CRM is different. With a single click, it reshapes itself around the way personal injury firms actually work—from intake call to signed settlement check.
Why PI firms switch to New Dawn CRM
- Instant, one‑click workspace tailored to personal injury
- Matter views that reflect liability, damages, and coverage
- Every intake, call, and document in a single case timeline
- Simple dashboards that show caseload health at a glance
- Guided onboarding for your intake, case management, and attorney teams
Result: less time chasing paper and Excel sheets—more time serving clients, negotiating with adjusters, and preparing for trial.
From first call to final settlement
One complete CRM cycle for personal injury firms
Capture new cases, nurture injured clients, and close strong settlements—without losing track of a single limitation date, treatment gap, or demand deadline.
1. Capture
Intake that never misses a qualified lead
Unify calls, website forms, referrals, and chat into a single intake queue, so every potential claimant is screened, followed up with, and retained fast.
- 24/7 AI receptionist for missed and after‑hours calls
- PI‑specific intake scripts and forms
- Automatic conflict checks and duplicate detection
2. Nurture
Client care that builds trust and referrals
Automated, empathetic updates keep injured clients informed about treatment, records, and negotiations—without your team living in their inbox all day.
- Text and email updates for each case stage
- Automated reminders for treatment and appointments
- Centralized timeline of every client touchpoint
3. Close
Demands, negotiations, and disbursements in order
Track offers, specials, liens, and fees in one place. See where every dollar is, what’s outstanding, and what needs your attention this week.
- Offer history tied to each adjuster and carrier
- Checklists for demands, settlement, and disbursement
- Revenue and referral reporting for firm leadership
Everything you need. Nothing you don’t.
A single practical workspace for your entire PI practice
Replace half a dozen disconnected tools with one clear, shared system your intake team, case managers, and attorneys can trust every day.
PI‑ready contacts & matter timelines
See every email, call note, text, document, and offer connected to the right client and case—intake through settlement.
Pipelines that mirror PI stages
Customize stages like Intake, Treatment, Records, Demand, Negotiation, Litigation, and Settlement in seconds—not months.
Automated follow‑ups & reminders
Create once, then let New Dawn handle intake follow‑ups, appointment reminders, document requests, and demand deadlines automatically.
Unified inbox for calls, SMS, and email
See and respond to every voicemail, text, and message in one secure workspace, fully tied to the right matter and responsible attorney.
Advanced dashboards & reporting
Track new intakes, case aging, settlement values, referral sources, and conversion rates. Finally, stop guessing and start managing by data.
All‑in‑one practice growth toolkit
Built‑in website and funnel builder, ad manager, social media, e‑commerce, and SEO/AI visibility—so your firm’s marketing and matters live in the same system.
From chaos to clarity in under a week.
Most teams fully adopt New Dawn CRM in under 7 days. Our guided setup gets your intakes, cases, automations, and dashboards live—without an IT department or months of configuration.
Choose your practice type (motor vehicle, premises, med‑mal, mass torts, and more) and start from pre‑built, proven workflows you can tailor in minutes.
“Before New Dawn, Sunday nights meant piecing together notes from legal pads, email, and our phones just to see where our PI cases stood. Now every matter lives in one place. We leave the office on time and actually feel done.”
— Managing Partner, 6‑attorney personal injury firm
Secure your spot and see how our CRM can empower your practice. Special onboarding support for PI firms is available for a limited number of new clients each month.
Simple, honest pricing
Small‑firm‑friendly pricing. Enterprise‑grade power.
Every plan includes all features—no upsell tiers, no surprise add‑ons as you grow. Choose the model that fits how your PI firm prefers to budget.
Wholesale Investor Model
Flat rate: $69 per month, unlimited user seats. All New Dawn CRM features included.
- Predictable, all‑inclusive pricing as your PI team grows
- Unlimited users—ideal for larger intakes and case staff
- Cancel or change any time
30‑day money‑back guarantee. Try New Dawn CRM risk‑free.
Retail Economist Model
$14 per user per month (up to 5 users). Every user after your fifth is completely free.
- Pay only for what you need as your firm grows
- Encourage team expansion without extra per‑seat fees
- Ideal for boutiques starting with a lean core team
We’ll help you choose the right model in a 15‑minute conversation.
Questions from PI firms before they switch.
Here are the questions personal injury partners and firm administrators ask us most often when they evaluate New Dawn CRM.
Is New Dawn CRM too advanced for our small PI team?
No. New Dawn CRM was built inside real small businesses, then tailored for legal practices. Most PI teams fully adopt the system in under 7 days. Your intake staff, case managers, and attorneys will see a clear, story‑driven dashboard rather than a complex enterprise system.
Can we import existing contacts, cases, and matters?
Yes. Our onboarding team will help you export from your current tools (spreadsheets, generic CRMs, or practice management systems) and import contacts, cases, and basic documents into New Dawn CRM. We’ll also map your existing stages to PI‑specific pipelines.
How secure is client and case data?
Security and confidentiality are foundational. New Dawn CRM uses modern encryption standards in transit and at rest, along with granular user permissions and audit‑friendly activity logs. Your team sees only what they need to see, and leadership retains full oversight.
Can New Dawn CRM replace our current marketing tools as well?
In most cases, yes. New Dawn includes website and funnel builders, a unified ad manager, email and SMS campaigns, and social media scheduling—so you can run PI campaigns, track every lead source, and see exactly which channels generate signed cases.
What if New Dawn CRM isn’t a fit for our firm?
You’re covered by a 30‑day money‑back guarantee. If, for any reason, New Dawn CRM is not a fit within your first 30 days, cancel and receive a full refund—no questions asked.
This time next month, your PI docket could feel calm.
Imagine opening New Dawn and instantly seeing which clients need a check‑in, which demands are due this week, which offers are waiting, and which new intakes need a retainer. That’s the everyday clarity we built this for.
Yes—give my PI firm access to New Dawn CRM. Choose your pricing model, experience clarity and automation, and protect more clients with less administrative drag.
30‑day money‑back guarantee. Dedicated onboarding for personal injury teams. No long‑term contracts.
Book your complimentary PI CRM demo
See exactly how New Dawn CRM fits your personal injury practice in a live, no‑obligation walkthrough.