Instant Reports & Video Analysis: What's New in ProPlaintiff.ai This July

Most PI firms answer two questions the hard way. "How is the firm actually doing?" gets answered with a spreadsheet someone builds at midnight. "What's on this footage?" gets answered by an attorney watching three hours of bodycam video in real time.

This update takes aim at both. Here's everything that went live this week and what it means for your firm.

Analytics: A Live Dashboard for Your Whole Firm

Firm performance data used to live in a dozen places: your billing software, your case list, your memory. The new Analytics dashboard puts it in one.

Analytics gives you a real-time view of how your firm runs on ProPlaintiff.ai. Track feature adoption, demand letters generated per period, active cases, AI outputs, team activity, financial trends, and case invoices. Dashboards cover everything from your demand pipeline and expenses to power users and a team leaderboard.

It comes in two views:

1. Firm — Organization-wide metrics and trends across your entire practice.
2. Lawyer — Individual performance and productivity, so each attorney can see their own output, assigned cases, and how they compare to the firm average.

Every dashboard is customizable. Drag and drop the cards you care about to the top, filter by time range (last 7 days out to all time), and narrow by feature area like Document AI, Communications, or Intake. The layout saves, so your view is waiting for you next time.

Find it under Settings → Analytics. Read the Analytics guide →

Reports: Turn Firm Data Into a Polished PDF

Analytics is the dashboard you glance at. Reports is the document you hand to a partner.

The new Report Builder lets you build custom reports across your cases, tasks, contacts, documents, deadlines, time entries, expenses, invoices, and more. Pick your data scope (just your records, or the whole organization), choose a report subject, check the columns you want, and preview the result before you export.

A few things that make it fast:

1. Presets — Start from ready-made reports like Firm's Financial Summary, Firm's Invoiced Settlements, or My Statute of Limitations Watch, and adjust from there.
2. Multi-page reports — Combine different datasets into one document. Page 1: active cases. Page 2: open tasks. Page 3: billable time entries. One PDF.
3. Export and save — Download as PDF or CSV, save reports to rerun later, and save your own configurations as reusable templates.

Find it under Settings → Reports. Read the Reports guide →

AI Media Analysis: Frame-by-Frame Review of Your Evidence

Video evidence used to mean one thing: someone on your team watching all of it. The upgraded media analyzer does the watching for you.

It goes well beyond transcription. The AI now reviews video frame by frame, identifies who is speaking, and flags the visual details that matter to your case. An officer's actions in bodycam footage. Skid marks in a scene photo. The moment of impact in dashcam video. Key events, people visible on screen, and scene descriptions are all pulled into a structured summary.

Upload video or audio to Case Files (up to 10 GB per file, straight from your computer, Google Drive, OneDrive, or Dropbox) and the analysis runs automatically. When it's done, you get:

1. A timestamped transcript with speaker identification and search, so you can find a name or date in seconds.
2. Chapters that break long recordings into summarized sections. Jump straight to the section that matters.
3. An AI summary of key events, conversations, and visual observations, with a regenerate option if you want a fresh pass.
4. Exports for both the transcript and the summary, ready to use outside the platform.

Best use cases: bodycam footage, surveillance video, depositions, interviews, dashcam recordings, and recorded client conversations. Read the Video & Audio Analysis guide →

Automations: Pick Your Cases, Preview the Blast Radius

Automations got guardrails. You can now choose exactly which cases an automation applies to and preview the affected cases before you save, so there are no surprises about where your AI agents will run.

Archived cases are protected too. They're blocked from enrolling in automations and automatically unenrolled when archived, which means nothing fires on closed matters.

Read the Automations guide →

Team Invites: See the Cost Before You Click Send

Growing your team inside ProPlaintiff.ai is now a lot less fiddly. Paste in multiple email addresses at once and the app filters out duplicates and bad addresses before anything goes out. It also warns you when an address already belongs to a member or a pending invite.

If you're out of seats, the invite flow shows the seat increase, the prorated charge due today, and your new recurring total before you send. No surprise line items on the next bill.

Read the Managing Your Organization guide →

A Few More Updates

• Rename files in Case Files — Rename any file from the list or the preview, and the new name sticks for future downloads. Case Files Viewer guide →
• Filevine import reliability — Fixes for missed cases and documents on large imports, plus clearer progress and status messages during syncs. Filevine integration guide →
• Client Care fees log themselves — Paid Client Care adds are now written into the case expense list automatically, so billing and case records stay aligned.
• Activity logs in Settings — A new history view tracks important actions across cases, documents, billing, and integrations, so "who changed what?" has an answer.

Coming Soon

• Client Care mobile app — A dedicated app for your clients with scheduling, reminders, secure document uploads, and AI chat. Full announcement next week.
• CasePeer and PracticePanther integrations — Direct connections for import and migration from both platforms, following the same Connected Apps process as Clio, MyCase, and Filevine.
• Outlook calendar sync fix — More reliable syncing for large Outlook calendars with fewer missing or stale events.

What This Means for Your Firm

Firms that see their numbers make better calls. Firms that stop hand-reviewing footage get hours back every week. This update puts both within reach of any PI firm, no data analyst or video intern required.

If you're not on ProPlaintiff.ai yet, book a demo → and we'll walk you through what the platform looks like on your caseload.

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