Loss of Time, imbalanced Cash Flow, and Not Dropping the Ball on Cases is Not an Option

For a Great Start!

No long-term commitments upfront
Start with a small scope
Easy onboarding
Dedicated support

Get More Done Without Hiring More Staff

TAO (The Allied Outsourcing) helps small Personal Injury law firms handle casework, paperwork, and back-office tasks—so you can focus on winning cases and growing your practice.

Challenges

Running a small PI firm means you’re doing everything.

You’re reviewing cases and chasing medical records
Intake gets delayed when things get busy
Staff bandwidth is always stretched
Hiring is expensive, slow, and risky
Administrative work eats into billable/legal time

You didn’t start your firm to manage operations all day.

The TAO Solution

Think of TAO as your extended team—without the cost and complexity of hiring.

We support your firm with:

Intake & Lead Qualification
Medical Records & Billing Follow-ups
Demand Package Preparation
Case Documentation & Admin Work
General Back-Office Support

You stay in control. We handle the workload.

Why Small PI Firms Choose TAO

1. No Hiring Headaches – No recruiting, no training, no HR issues. Get started quickly with a trained team.
2. Affordable & Flexible – Pay only for what you need. Scale up or down anytime.
3. Faster Case Movement – We help keep your cases moving so nothing gets stuck or delayed.
4. More Attorney Focus Time – Spend less time on admin—and more time on strategy, clients, and settlements.
5. Works With Your Existing Systems – We plug into your current workflows and case management tools.

What This Looks Like in Practice

Behind on Medical Records? We follow up consistently so your cases don’t stall.
Missing Intake Opportunities? We help ensure every lead is responded to and qualified quickly.
Spending Nights on Admin Work? We take repetitive tasks off your plate.
Feeling Stuck at Capacity? We help you handle more cases without hiring more staff

Results You Can Expect

- Less time spent on administrative work
- Faster turnaround on key case tasks
- Better organized case files
- Ability to handle more cases confidently
- Reduced stress and workload

How It All Works

Step 1: Quick Discovery Call

We understand your firm and immediate pain points.

Step 2: Start Small

Begin with 1–2 key tasks where you need the most help.

Step 3: Grow As Needed

Expand support as your firm grows.

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

Business & Partners

- - - - Creating a business strategy
        
        Identify Potential Partners (if required)
        
        Identify Potential Partners for Collaboration & Networking

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