Third ChairLegal
Illustrative Third Chair firm overview with case activity, Practice CFO fee pipeline, costs, and trust balances

Personal injury practice management, reimagined

Third Chair LegalRun the case.
Run the firm.
Know the numbers.

Third Chair Legal brings PI cases, medical records, settlements, trust, firm operations and AI into one connected platform built for personal injury firms.

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Built for personal injury firms • Settlements to the cent

Illustrative product preview

What is Third Chair?

One system for the work behind the case.

Most legal software manages the matter. Third Chair connects the matter to the people, processes and financial decisions required to run the firm.

The operating platform for personal injury firms.

01

Case

Clients, intake, matters, documents, deadlines, communications, and case activity.

02

Operations

Tasks, workflows, staff, time, permissions, SOPs, and firm processes.

03

Finance

Case costs and trust; QuickBooks in Professional and Premier; budgets, cash flow, Fee Pipeline and compensation with the Practice CFO add-on.

04

Intelligence

Reporting, forecasting, and AI from authorized firm and matter information.

The product, in context

See how Third Chair runs the firm.

One personal injury platform. Four connected layers of capability.

Third Chair Core

Everything your team needs to move work forward.

Third Chair Core includes the personal injury lifecycle in every plan, keeping PI cases, medical treatment, insurance, liens, settlements, trust and firm operations connected.

  • Cases, contacts and client intake
  • Case documents, firm documents, SOPs and templates
  • Letter templates
  • Firm calendar with Outlook sync
  • Tasks
  • Team chat and Case chat
  • Time tracking
  • Case costs and trust accounting
  • Staff directory
  • Standard reports & Report Builder
  • Dashboard
  • Medical treatment and bills
  • Insurance claims and coverage
  • Liens
  • Settlements and closing statements
  • Settlement checks log
  • Statute of limitations and Case deadlines
Explore Core

Follow a case

One matter. A connected story.

From the first conversation to the financial result, see why keeping the work together matters.

Martinez v. Northstar Logistics · fictional illustrative matter

  1. 01 / THE CONNECTED CASE

    Intake

    A new client enters intake. The referral is tracked, the conflict check is completed (Professional or higher), and a connected case record is created.

  2. 02 / THE CONNECTED CASE

    Treatment

    Providers are added, bills are tracked, medical records are requested, and the team can see treatment status in the matter.

  3. 03 / THE CONNECTED CASE

    Work

    Assigned tasks and repeatable workflows (Professional or higher) coordinate the team, giving every next step an owner and a deadline.

  4. 04 / THE CONNECTED CASE

    Financial

    Case costs accumulate, the fee forecast updates (Professional or higher), and the financial impact of the matter becomes visible while the work is happening.

  5. 05 / THE CONNECTED CASE

    Settlement

    Settlement proceeds, attorney fees, expenses, medical obligations, liens, and client net are brought together inside Settlement Hub.

  6. 06 / THE CONNECTED CASE

    Disbursement

    A closing statement is generated, approved checks move through the proper workflow, and trust activity is recorded.

  7. 07 / THE CONNECTED CASE

    Intelligence

    With the Practice CFO add-on, firm leadership sees Fee Pipeline and financial performance alongside case costs—without rebuilding the story in spreadsheets.

Financial intelligence

Your case management system should understand money.

Cases create revenue. Cases create costs. Cases hold trust funds. Cases create attorney compensation. Third Chair connects all four.

Case costs

Track what the firm has invested into every matter.

Trust

Keep client funds and matter activity connected.

Fees

Fee Pipeline in the Practice CFO add-on forecasts and monitors fees generated by cases.

Compensation

The Practice CFO add-on connects realized fees to configurable compensation and bonus plans.

Stop managing the case in one system and the economics of the case somewhere else.

Explore Finance

QuickBooks and Intuit are trademarks of Intuit Inc. Intuit does not endorse Third Chair Legal.

Modular by design

The PI lifecycle is the foundation. Add Practice CFO.

Third Chair Core

The foundation · always included

The PI lifecycle, from intake and treatment through settlements, closing statements and trust, is included in every plan alongside cases, documents, tasks, team and Case chat, time, SOPs, permissions and reporting. Professional adds workflows, communications, demand letters, negotiation logs and fee forecasts. Premier adds Third Chair AI.

Practice CFO

Optional Practice CFO: cash flow, budgets, financial statements, Fee Pipeline and compensation, available with any plan.

Third Chair AI

Matter-aware assistance included in Premier, built into authorized workflows.

Pricing

Simple pricing. Build around your firm.

Personal injury features are included in every plan. Add Practice CFO for firm-wide financial intelligence.

Save 15%+ with annual billing.

Per user / month · Pricing starts at just one user. Scale as your firm grows.

Essentials

$79

per user / month

Billed monthly

The foundation for connected PI case and firm operations.

Book a Demo
  • Cases, contacts and client intake
  • Case documents, firm documents, SOPs and templates
  • Letter templates
  • Firm calendar with Outlook sync
  • Tasks
  • Team chat and Case chat
  • Time tracking
  • Case costs and trust accounting
  • Staff directory
  • Standard reports & Report Builder
  • Dashboard
  • Medical treatment and bills
  • Insurance claims and coverage
  • Liens
  • Settlements and closing statements
  • Settlement checks log
  • Statute of limitations and Case deadlines

Professional

Most popular

$119

per user / month

Billed monthly

Expanded workflows, communications and financial operations.

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  • Everything in Essentials
  • Workflows
  • Communications log and Case email inbox
  • Conflict checks
  • E-signatures
  • Depositions
  • Client invoicing
  • QuickBooks Online (connection and automatic sync, invoices, checks for printing)
  • Check requests and approvals
  • Cost write-offs
  • Time clock and payroll exports
  • Marketing ROI, including marketing spend from QuickBooks
  • Sending settlement checks to QuickBooks
  • Fee forecasts
  • Negotiation log
  • Demand letters

Premier

$169

per user / month

Billed monthly

The connected platform with Third Chair AI.

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  • Everything in Professional
  • Ask Third Chair
  • Daily AI briefings
  • AI case summaries
  • AI letters and reports
  • AI demand drafting
  • AI medical chronology
  • AI deposition review
  • AI on the cash flow and CFO report (with Practice CFO)

One-time guided setup: $3,500 up to 10 users, $6,500 for 11–25. Half off with annual billing.

14-day free trial. No charge until the trial ends.

Included in every plan: Two-step sign-in; Users, roles and permissions; Notifications; Global search; Case audit log; Access log; Data import with undo.

Optional firm-wide add-on

Practice CFO

+$1,500

per firm / month · Additional to your Core plan

Billed monthly

Available with any plan. One flat price for the whole firm, regardless of user count.

CFO overview; 13-week cash flow with what-if planning; Budgets and budget vs actual; Financial statements; Fee Pipeline; Profit per case; Firm scorecard; Cost of carrying advanced costs; Settlement timing; Partner distributions; Headcount and payroll planning; Compensation and bonus plans; Case Cost Monitor; Monthly CFO report.

See the full plan comparison

Security & control

Built around who should see what.

Sensitive case and firm information deserves clear boundaries. Third Chair is designed around access that follows the organization, the role, and the work.

Explore Security
  • Organization-level separation
  • Role-based permissions
  • Authenticated access
  • Protected integrations
  • Secure document handling
  • MFA & session security
  • Permission-aware AI

See what your firm could run from one place.

Cases, operations, finance and intelligence — connected in Third Chair Legal.

Book a Demo Explore the Platform