For Established Large Personal Injury Law Firms

TAO Services

Control, Scale, Compliance, and Performance Predictability

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Scale Your PI Practice Without Breaking Your Operations

TAO (The Allied Outsourcing) helps high-volume Personal Injury law firms streamline case workflows, reduce operational bottlenecks, and improve turnaround times—without compromising control or compliance.

Challenges

As your firm grows, operations get harder—not easier.

  • Case volumes increase, but workflows become fragmented
  • Intake-to-settlement timelines stretch longer than they should
  • Your attorneys are pulled into operational tasks
  • Hiring, training, and retaining staff becomes a constant challenge
  • Visibility across cases and teams starts to drop

Growth shouldn’t create inefficiency—but for most PI firms, it does.

The TAO Solution

TAO is not a staffing vendor. We are your remote operations engine.
We embed into your firm’s workflows to support:

  • Pre-Litigation Support
  • Litigation Support
  • Medical Records & Billing
  • Demand Package Preparation
  • Intake & Case Qualification
  • Administrative & Back-Office Workflows

All delivered through structured processes, trained teams, and performance-driven execution.

What Makes TAO Different

1. Built for High-Volume PI Firms – We understand PI workflows deeply—from intake to settlement—so we integrate faster and deliver value sooner
2. Process-Driven, Not People-Dependent – You don’t rely on individuals. You rely on documented workflows, SLAs, and managed teams.
3. Full Control & Visibility – Daily/weekly reporting, Defined KPIs, Workflow transparency, Seamless integration with your case management systems
4. Scalable On Demand – Ramp up or down based on case volume—without the delays of hiring internally.
5. Cost Efficiency Without Compromise – Reduce operational costs while improving turnaround time and consistency.

Use Cases

Reduce Intake Backlogs
Never miss a qualified lead due to delays or staffing gaps.

Faster Medical Record Retrieval
Accelerate one of the biggest bottlenecks in PI cases.

Demand Package Acceleration
Improve turnaround time and increase case velocity.

Litigation Support at Scale
Handle documentation, summaries, and prep without overloading your core team.

How It All Works

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Step 1 - Workflow Assessment

We analyze your current processes and identify bottlenecks.

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Step 2: Pilot Program

Start with a focused engagement to demonstrate impact.

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Step 3: Scale with Structure

Expand across functions with defined processes and KPIs.

Specific Services

Case Management and Back office

  • Complete Case Management – Client Intake to Case Closure – The above set of specialized services and moreSpecific Services (Our Products)
  • Legal Research & Case Law Support; Drafting & Document Preparation; Medical Record Review & Summarization
  • Litigation Support
  • Case Management & Paralegal Support
  • Intake and Client Communication Support
  • Investigation & Evidence Gathering
  • Billing and Lien Negotiation Support
  • Administrative and Compliance Tasks

IT & Technology

        • Manage IT Infrastructure 
        • Website, Social Media profiles & management 
        • Renewals, Maintenance and Management – Case management tools (Clio), Issue Tracking Tools (Mantis)
        • Leveraging Cloud and AI for effective management – training included 

Marketing & Business Strategy

        • Creating a Digital Media marketing & executing the strategy 
        • Business strategy for expansion & growth beyond boundaries 

Staffing & Hiring

        • Staffing – Assist in hiring local 
        • Bridge Starting when local staff are in transition (out) of the firm – to ensure continuity 
        • Remote staffing to reduce operational costs significantly and to ensure effective operations, case management and client satisfaction