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AI Automations

Set It Once. Let Tiff Handle the Rest.

Build AI-powered workflows that run automatically on your cases. From intake summaries to weekly task lists to document drafts.

ProPlaintiff AI Paralegal interface powered by 6.7 million case law database - showing conversational AI for case building, legal document drafting, bulk PDF uploads, and automated case analysis for personal injury attorneys and paralegals

AI agents that work in the background 24/7

Describe what you want in plain language. Tiff builds the automation and runs it for you.

ProPlaintiff medical bill extraction and analysis showing itemized emergency ambulance transport billing statement - capturing medical expenses, insurance information, and damage calculations for personal injury demand letter generation and damages assessment
Plain-Language Builder
Describe your workflow and Tiff builds the automation for you. Edit and tailor using plain language.
ProPlaintiff integrated case dashboard displaying personal injury case financial metrics - settlement demand tracking ($60,000), case file management (4 files), case duration (101 days), transparent AI cost analytics ($17.7), client contact information, and collaborative task management with deadline scheduling
Event & Schedule Triggers
Trigger automations when a case is created, when documents are uploaded, or on a recurring schedule.
ProPlaintiff secure case management dashboard for personal injury litigation showing organized case file structure with HIPAA-compliant folders - Medical Treatments, Legal Analysis, Damages Assessment, Settlement Docs, and integrated document collaboration with encryption security
Team-Wide Sharing
Share automations across your firm with Team View or Team Editable settings.
Jennifer Holt
Senior Attorney,
Holt & Reyes Injury Law

"We built an automation that generates our case intake summary and first task list the moment a new case is created. What used to take a paralegal 45 minutes now happens in under 2."

Unlimited Automation Potential

Deploy agents that handle the little stuff while you run your firm.

Build automations that help run your firm. Pick from a starter template, build your own, or have Tiff build you one using plain language.

Book A Demo
Book A Demo
Document Upload Alerts
Notify the assigned attorney by email whenever new records are added.
Weekly Task Generation
Create a revolving task list every week for all of your active cases.
Intake Task Assignment
Automatically create a prioritized task checklist the moment a new case is opened.
Client Status Emails
Send templated update emails to clients on a scheduled cadence.
Lien Tracking Alert
When a new lien is added to a case, send an automatic email notification.
Pre-Demand Legal Research
When case files are uploaded, research relevant case law and save a memo to the case documents.

How It Works

Setup Automated Workflows in Minutes

1
Describe Your Workflow
Tiff interprets your instructions and builds the automation structure instantly.
2
Set Your Triggers
Choose when it fires: case created, documents uploaded, or on a custom schedule.
3
Choose Your Tools
Select what the AI can do: search documents, generate documents, and more.
3
Activate on Cases
Enable on individual cases, or set to auto-activate on every new case your team creates.

Frequently Asked Questions

Everything you need to know about Automations inside ProPlaintiff

What are Automations in ProPlaintiff.ai?

Automations are AI-powered workflows that run automatically in response to case events. They combine triggers (when to run), tools (what the AI can access), and instructions (what the AI should do) to handle repetitive legal and administrative tasks with minimal manual effort.

What kinds of tasks can Automations handle?

Automations can create and manage tasks, generate and analyze documents, conduct legal research, review medical records, summarize damages, send emails to clients or staff, update case information, manage contacts and calendar events, and review financial data like liens and referrals.

What can trigger an Automation to run?

Case events like document uploads. For example: when case files are uploaded, an automation can run an AI-powered research sweep of relevant case law and automatically save a memo to the case documents.

Will Automations apply to my existing cases?

Not automatically. Enabling "Apply to new cases by default" only affects cases created going forward. Any case that existed before the automation was set up must have the automation added manually through the case's Automations tab.

Can Automations communicate with my clients?

Yes. Using the Email tool, automations can send templated emails to the case client, the automation's creator, or both. Templates support dynamic variables such as client name, case number, and incident date, so every message is automatically populated with real case information.

How do I make sure my Automation works correctly before using it firm-wide?

ProPlaintiff.ai lets you test any automation against an existing case before deploying it broadly. You can review the AI's activity, outputs, and generated documents, then refine your instructions and tool selections until everything works as expected.

Automate Your First Workflow Today

Remove the busy work and start winning.