Question 1

What is Octicase?

Accepted Answer

Octicase is a cloud-based case management platform built specifically for personal injury law firms. It helps you manage cases, organize medical and legal documents, collaborate with experts, and leverage AI to prepare stronger cases faster.

Question 2

Who is Octicase designed for?

Accepted Answer

Octicase is designed for personal injury law firms of all sizes — from solo practitioners to multi-office firms. It serves attorneys, case managers, paralegals, and the medical experts and vendors they work with.

Question 3

Do I need any technical expertise to use Octicase?

Accepted Answer

Not at all. Octicase is designed to be intuitive and easy to use. If you can use email and a web browser, you can use Octicase. Our onboarding process guides you through setup in minutes.

Question 4

How does the case lifecycle work?

Accepted Answer

Each case moves through a 10-stage pipeline: Intake, Triage, Records Received, Processing, Legal Review, Expert Review, Demand/Settlement Prep, Litigation Support, Closed, and Archived. You can advance cases through stages as work progresses, with required checklists at each transition.

Question 5

What file types can I upload?

Accepted Answer

Octicase supports all common document formats including PDF, Word documents, images (JPEG, PNG), and scanned documents. Files are automatically categorized as Medical or Legal documents and indexed for easy retrieval.

Question 6

How do AI summaries work?

Accepted Answer

When you upload a medical document, you can generate an AI-powered summary with one click. The AI extracts key information like diagnoses, ICD-10 codes, treatment plans, and exam findings into a structured, easy-to-read format. Each summary uses credits from your plan.

Question 7

Is my data secure?

Accepted Answer

Yes. All data is encrypted in transit and at rest. We use industry-standard security practices including JWT authentication, role-based access controls, and audit logging of all sensitive operations.

Question 8

Is Octicase HIPAA compliant?

Accepted Answer

HIPAA compliance features are on our roadmap and will be available with our Enterprise plan. This will include Business Associate Agreements (BAAs), enhanced audit trails, and additional security controls required for handling protected health information.

Question 9

Who can access my cases?

Accepted Answer

Access is controlled through a role-based permission system. Firm owners control who can access what. Team members see only the cases assigned to their team, and external experts can only access the specific cases they're invited to.

Question 10

Is there a free trial?

Accepted Answer

Yes. Every plan includes a free 14-day trial with full access to all features. No credit card is required to start.

Question 11

Can I change my plan later?

Accepted Answer

Absolutely. You can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle. If you upgrade mid-cycle, you'll receive a prorated credit.

Question 12

What are AI credits?

Accepted Answer

AI credits are used for generating document summaries and timelines. Each plan includes a monthly allotment of credits. Additional credits can be purchased as needed. Unused credits do not roll over.

Frequently Asked Questions

General

Cases & Documents

Security & Compliance

Billing & Plans

Frequently Asked Questions

General

Cases & Documents

Security & Compliance

Billing & Plans