CaseLuna Founding 100 · Reseller applications & law firm demos Explore the launch →
THREE SERVICES. YOUR FIRM’S CHOICE.

More time for your clients.
Support where you need it.

From the first call to a prepared demand, choose the CaseLuna services that fit your personal injury firm.

Each service is priced separately. Choose one, two or all three—each has its own scope and price.

01 · CONVERT NEW INQUIRIES

AI Intake &
Onboarding

Answer, qualify and follow up with prospective clients, working toward a signed ATR.

$599/month
Final usage allowance and charges pending verification
  • AI phone answering & intake
  • Qualification by your firm’s criteria
  • ATR e-signature workflow & follow-up
Intake details & pricing →
02 · KEEP TREATMENT ORGANIZED

Treatment
Tracking

Keep reminders, appointment responses and treatment follow-up in one coordinated workflow.

$95/active case/month
6 active cases minimum · $570/month minimum
  • Appointment reminders
  • Client confirmations & responses
  • Follow-up visibility for your team
Tracking details & pricing →
03 · MOVE FROM RECORDS TO DEMAND

Medical Records
& Demands

Hand off requests, provider follow-up and preparation of a demand package for attorney review.

$1,350/month to start
3 new cases included · Demand preparation included
  • Records & billing requests
  • Source-linked chronology
  • Plans for 3, 6, 12 or 20+ cases
Records details & pricing →
FOR PERSONAL INJURY LAW FIRMS

12 cases a month.
From records to demand.

Give your team room to focus on clients. CaseLuna coordinates records requests, provider follow-up, medical chronologies and demand packages for attorney review.

KEEP MORE OF YOUR HIRING BUDGET$12,600lower annual cost with the 12-case plan*
20% lower annual cost · $1,050/month less
$4,200/monthFirm plan
12 new casesincluded each month
$350 per casedemand preparation included
YOUR FIRM PLAN VS. A HIRING BUDGET
Hiring · estimated annual cost$63,000
CaseLuna Starter · 3 new cases/month$16,200/year
$46,800 lower annual cost vs. this hiring budget
CaseLuna Standard · 6 new cases/month$28,800/year
$34,200 lower annual cost vs. this hiring budget
CaseLuna Firm · 12 new cases/month$50,400/year
$12,600 lower annual cost vs. this hiring budget
AFTER ALL RECORDS ARE RECEIVED

A prepared demand.
In under 5 business days.

Your attorney reviews and approves. Provider response times determine how long retrieval takes.

One workflow. Less chasing.

  • Medical records & billing requests
  • Provider follow-up & organized files
  • Source-linked medical chronology
  • Demand package preparation included
Up to 144 new cases a year.

One managed workflow: request → follow up → organize → prepare the demand.

12 new cases per month across 12 months. Retrieval timing depends on provider responses.

Put your team’s time back into your cases.

Bring your next 12 cases into one records-to-demand workflow.

Explore the 12-case plan →
Compare with your hiring budget +

Founder-provided assumptions: $51,000 salary + $12,000 estimated employer payroll taxes = $63,000/year. The tax amount is an illustrative estimate, not a calculated tax liability. Enter your own numbers to compare.

*Illustrative budget comparison: $51,000 annual salary + $12,000 estimated employer payroll taxes = $63,000/year, compared with $50,400 for 12 monthly Firm plan payments. Difference: $12,600/year ($1,050/month), or 20%. $350 per case assumes all 12 new-case slots are used each month. Salary benchmark supplied by our founder; not a market average. This compares budgets, not equivalent staffing capacity or every employee duty. Provider copying fees are separate. Your firm supplies authorizations and case information and resolves exceptions. Under-five-business-day demand preparation starts after all records are received; attorney review and approval are separate.

SERVICE 01 · FROM FIRST CALL TO SIGNED CLIENT

AI Intake & Onboarding

Help more inquiries reach the next step. CaseLuna answers calls, collects intake information and follows your firm’s approved qualification and onboarding workflow.

  • English and Spanish intake
  • Qualification using your firm’s criteria
  • ATR e-signature requests, reminders and follow-up
  • Call summaries and follow-up tasks for your team

Your firm approves qualification criteria, ATR documents and acceptance decisions. A signed ATR or conversion is not guaranteed. Service configuration and integration availability are confirmed during onboarding.

SERVICE 03 · RECORDS TO DEMAND

CaseLuna
Medical Records & Demands

  • Medical records and billing requests
  • Provider follow-up and organized files
  • Source-linked medical chronology
  • Demand preparation for attorney review
Starter3 new cases / month
$1,350 / month$450 per case
Standard6 new cases / month
$2,400 / month$400 per case
Firm12 new cases / month
$4,200 / month$350 per case

More than 12 new cases per month?
A setup call is required to confirm your plan and pricing.

Demand preparation included in every plan. Provider copying fees are paid separately.

APPOINTMENT REMINDERS & RESPONSE TRACKING

CaseLuna
Treatment Tracking

Help clients stay connected to their appointments. Give your team a clearer view of reminders and responses.

  • Automated reminders by text, email and voice, based on configured service scope
  • Custom reminder timing and multi-step sequences
  • Simple confirmation by reply or appointment link
  • Personalized templates with client, provider and appointment details
  • One inbox for scheduled messages, delivery status and replies
  • Manual reminders and failed-message resends
$95 / active case / month

6-case minimum · $570 minimum per firm monthly.
Sold separately from medical records coordination.

More appointment workflow options

Appointment-change notifications, rescheduling links, language options and supported scheduling-system connections can be configured during onboarding. Available channels, integrations and usage limits are confirmed before activation.

Does a confirmation verify attendance?

A client’s confirmation records their response to a reminder. Attendance must be verified separately with the provider or an authorized attendance record.

Medical Records & Demands: pricing details

Cases, rollover and extra cases

One case means one person, regardless of providers or pages. Multiple claimants from the same accident count separately, with no shared-accident discount. Unused included cases roll over for one month.

Starter$540 per additional case
Standard$480 per additional case
Firm$420 per additional case

Extra cases cost 1.2 times the plan’s per-case rate. After two consecutive months above your allowance, we discuss a plan that better fits your volume.

Billing and cancellation

Records subscriptions are charged automatically each month in advance. Plans run month to month, and either party may cancel by written notice.

Provider copying fees

Your firm pays copying charges upfront directly to each provider. Each invoice is forwarded within one business day. Copying fees are neither advanced nor marked up.

Volume plans and setup calls

More than 12 new cases monthly requires a setup call. For 20 cases per month, pricing is $350 per case ($7,000/month). Volume agreements run over six months, subject to confirmed capacity and a written agreement.

Trial and subscription timing

Any agreed free trial is separate from the records subscription and does not start the first paid month.

Additional services

CRM automation and automatic email updates are available by separate quote for law firms, medical providers and insurance agencies.

CRM automation

Configure workflows in the CRM your organization already uses. A medical records plan is not required.

Automatic case updates

Send updates from your own email address using wording you approve.

Demand preparation included

Drafts are prepared from records and bills, with figures and citations checked. Your attorney determines the amount, reviews, edits, signs and sends.

FOUNDING 100 RESELLER PROGRAM

Your law-firm relationships.
Recurring earning potential.

Give personal injury firms less to manage. Build a recurring book of business with CaseLuna.

Introduce a managed medical records service that coordinates requests, provider follow-up, organized records, a source-linked chronology and demand preparation for attorney review.

Founder-reviewed applications · Approval and signed agreement required

YOUR RELATIONSHIPS. A SERVICE FIRMS CAN UNDERSTAND.

Give your firms less to manage—and a reason to keep working with you.

You introduce the firm and maintain the relationship. CaseLuna coordinates the agreed records-to-demand service. Your partner role focuses on customers, not chasing medical providers.

Earn on continuing eligible paid business

Records partners earn 6% of eligible collected subscription revenue: $81/month on Starter, $144/month on Standard, or $252/month on Firm, per attributed paying law firm.

Example: 10 firms paying for Standard generate $1,440/month in gross partner commissions. This is an illustration, not an earnings promise. Continued eligibility and payment are required.

  1. Apply with your business and law-firm relationships.
  2. Complete Maurice’s review and the written reseller agreement.
  3. Introduce suitable firms using approved pricing and materials.
  4. Earn recurring commissions under your agreement as eligible firms pay.

The firm’s simple decision: choose a records plan, provide the required authorizations and case information, and let CaseLuna coordinate the workflow through an attorney-reviewed demand.

Apply to become a partner ↗

Applications require approval. Payout timing, attribution and adjustments are set in the signed agreement. Read program terms ↗

FOR CASELUNA RESELLERS

Build relationships.
Earn recurring income.

See your potential monthly commissions and what they could add up to over the life of your client relationships.

A firm can use either service or both. Each treatment tracking firm has at least six active cases.

ILLUSTRATIVE MONTHLY COMMISSION$1,440

Across both services.

Medical records$1,440 / month
Treatment tracking$0 / month
PROJECTED CLIENT-LIFETIME COMMISSION$34,560

Assuming all selected firms pay for 24 months.

Read the Reseller Program Terms ↗

How your commission is calculated

For medical records, resellers earn 6% of eligible collected records subscription revenue. Treatment tracking pays a fixed $10 per active enrolled case each paid month.

Medical records: $81 per Starter firm, $144 per Standard firm, or $252 per Firm-plan firm each paid month. Treatment tracking: $10 per active enrolled case each paid month, or $60 for a firm with six active cases.

Monthly earnings × selected subscription duration = projected client-lifetime earnings. The example holds the customer count, pricing and active case count constant.

Illustration only; earnings are not guaranteed. Recurring commissions depend on eligible, attributed clients continuing to pay, subject to the signed reseller agreement. Actual client lifetimes vary. Refunds, cancellations and eligibility changes affect payouts. These are gross commissions before the reseller’s own expenses and taxes. Custom volume arrangements require a separate quote.

BEFORE YOU APPLY

A straightforward partnership.

Who is this program for?

Agencies, consultants, affiliate marketers and business development professionals with relationships with personal injury law firms. Apply with your business details and how you plan to reach suitable firms.

What do I sell?

A managed medical records retrieval and demand preparation service. Every records plan includes records and billing requests, provider follow-up, organized files, a source-linked chronology and demand preparation for attorney review. Provider copying fees are separate.

Who handles onboarding and delivery coordination?

CaseLuna coordinates onboarding and the agreed service handoff. Partners introduce firms, maintain relationships and use approved materials. The law firm supplies authorizations and case information, resolves exceptions and retains all legal decisions.

When are commissions paid?

Your signed reseller agreement sets attribution, eligible collected revenue, payout timing and adjustments. Applying does not activate an account or establish payout rights.

Is this a guaranteed income opportunity?

No. Calculator figures are illustrations of gross commissions before your expenses and taxes. Results depend on obtaining suitable firms, eligibility, collected payments and retention.