Third ChairLegal
Modular by design

Everything Your Firm Needs to Run the Work.

Third Chair Legal connects PI cases, medical records, settlements, trust and firm operations in one personal injury practice-management platform.

Personal injury features included in every plan

A connected platform, organized around the firm.

Explore the core capabilities Third Chair Legal is designed to support. Integrations and developing features may depend on enabled services, configuration, and subscription.

01

Case Management

Build a complete operational record for every matter.

Case Management capabilities

  • Client and case records
  • Configurable case stages
  • Case Summary panel
  • Team assignments
  • Deadlines
  • Case-specific contacts
  • Intake conversion
  • Medical-provider information
  • Insurance information
  • Case value
  • Case costs
  • Trust information
  • Settlement information
  • Notes and activity history

02

Intake

Move qualified matters into active work without re-entering critical details.

Intake capabilities

  • New client intake
  • Personal injury intake
  • Marketing source
  • Referral source
  • Internal referral
  • Referral attorney
  • Referral compensation data
  • Intake-to-case conversion
  • Settlement context in every plan; compensation with Practice CFO

03

Workflows & Tasks

Tasks are included in every plan; Professional and Premier add repeatable workflows.

Workflows & Tasks capabilities

  • Workflow templates
  • Automated workflow runs
  • Assignments
  • Deadlines
  • Tasks
  • Status tracking
  • Calendar visibility
  • Repeatable firm processes

04

Document Management

Keep matter and operating documents organized around the work.

Document Management capabilities

  • Case folders
  • Nested folders
  • Operational folders
  • Optional document categories
  • Uploads
  • In-app PDF previews
  • Role and team folder visibility
  • Document metadata
  • Signed or private access
  • Scanning workflow support

05

Communications

Professional and Premier include communications log and Case email inbox. Every plan includes Team chat and Case chat.

Availability depends on enabled communication services.

Communications capabilities

  • Email integration architecture
  • Client communication history
  • Automated and manual notices
  • Communication templates
  • Delivery history
  • Case-linked communications

06

Calendar

See deadlines and workflow obligations in the context of the team.

Calendar capabilities

  • Case deadlines
  • Workflow due dates
  • Outlook Calendar integration architecture
  • Month and week views
  • Team visibility

07

Time Tracking

Capture billable and non-billable effort with consistent context.

Time Tracking capabilities

  • Live timers
  • Manual entries
  • Case and client assignment
  • Timekeepers
  • Activity types
  • Billing rates
  • Historical rate snapshots
  • Billing status

08

Operations

Give firm administration the same structure as case work.

Operations capabilities

  • Staff Directory
  • Users & Access
  • Employment history
  • Roles and permissions
  • SOPs
  • Policies
  • Templates
  • Nested folders
  • Department and team access
  • Organization settings

09

Finance

Every plan includes case costs and trust. Professional and Premier add QuickBooks, invoicing, cost write-offs and check approvals. Budgets and compensation require the optional Practice CFO add-on.

Finance capabilities

  • Case costs
  • Budgets (Practice CFO add-on)
  • QuickBooks Online integration
  • Vendors and payees
  • Chart of accounts
  • Check requests
  • Approval workflows
  • Trust information
  • Settlement financials
  • Closing statements
  • Disbursement workflows
  • Compensation (Practice CFO add-on)

10

Settlement Hub

Coordinate projections, approvals, and final settlement work.

Settlement Hub capabilities

  • Projected settlement date
  • Anticipated fee collection date
  • Projected gross recovery
  • Fee percentage
  • Weighted and unweighted fees
  • Referral percentages and fees
  • Co-counsel amounts
  • Liens
  • Medical bills
  • Reductions
  • Case costs
  • Client net recovery
  • Approvals
  • Disbursement status
  • Final settlement documents

11

Attorney Compensation

The optional Practice CFO add-on supports configurable compensation and bonus plans rather than imposing one firm's model.

Attorney Compensation capabilities

  • Fee realization ledger
  • Cash-basis recognition
  • Deposit-date recognition
  • Referral compensation
  • First Chair / Second Chair
  • Progressive tiers
  • Thresholds and hurdles
  • Configurable compensation plans
  • Monthly bonus calculations
  • Reporting

12

Reporting

Standard reports and Report Builder are included in every plan. Financial statements and firm financial reporting require the optional Practice CFO add-on.

Reporting capabilities

  • Case reporting
  • Financial reporting (Practice CFO add-on)
  • Attorney reporting
  • State reporting
  • Settlement reporting
  • Custom dashboards
  • Drill-down reports
  • Export support

13

Artificial Intelligence

Use authorized matter context to support review and drafting workflows.

AI-generated content may be inaccurate and should be reviewed by qualified users before use.

Artificial Intelligence capabilities

  • Matter-aware case summaries
  • AI medical chronology (Premier)
  • Timeline generation
  • Drafting assistance
  • Client updates
  • Discovery support
  • Internal summaries
  • Settlement summaries
  • Data extraction
  • Suggested tasks and deadlines

A more connected firm

Bring the Firm's Operating Layers Together.

See how Third Chair Legal can be configured around your people, matters, and workflows.