The book

Why caseflow breaks as firms grow, and how to fix it.

Our co-founders wrote CASEFLOW for personal injury firm owners. It explains why a firm hits a ceiling as it adds people, and how to build caseflow that holds up as the caseload grows. Request a free copy and we'll mail it to your firm.

Request a free copy

We'll mail it to your firm.

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Inside the book

Growth was supposed to make this easier.

Most firms don't stall because they lack good people. They stall because the way work moves through the firm was never built to carry the volume. The book shows where it breaks and what to build instead.

CASEFLOW
Why caseflow breaks as firms grow, and how to fix it.
Mark Porter & Yader Baltodano
What you'll find
  • Why smart, well-run firms still feel stuck once they grow.
  • How to spot the point where adding people stops helping.
  • Why cost per case improves early, then flattens.
  • Why outside help fails at most firms, and what makes it hold.
  • Why work breaks before people do, and how training and consistency protect it.
  • How to scale in layers, so leadership gets its time back as the firm grows.
The chapters
  1. IntroGrowth was supposed to make this easier
  2. 1Smart firms, fragile caseflow
  3. 2Hiring is not the same thing as scaling
  4. 3Why caseflow determines cost per case
  5. 4Outsourcing didn't fail. Design did.
  6. 5Work breaks before people do
  7. 6Training is the multiplier
  8. 7Consistency is what protects caseflow
  9. 8Structure protects quality while improving margins
  10. 9Vendor vs. partner
  11. 10Scaling in layers
  12. 11The management layer
  13. 12Structural maturity
  14. 13Measuring reliability
  15. 14Transition architecture
  16. 15Designing the transition
  17. EndCalm is not an accident
Two firms, one turning point

Both will be bigger in five years. Only one will feel lighter.

The book follows two firms. Same kind of cases, same ambition, same market. They answer the same strain in different ways.

Atlas Injury Law

Adds people when friction appears.

Marketing grows fast and hiring keeps pace. When work piles up, Atlas hires. When quality slips, Atlas adds oversight. Growth is steady. So is the strain.

Meridian Legal Group

Fixes the work before adding to it.

When strain appears, Meridian pauses. Before hiring again, it makes clear who owns what. Before adding a department, it reinforces training. It treats friction as a signal, not a staffing problem.

The difference isn't talent or effort. It's design. The book shows how to make Meridian's choices on purpose.

The authors

Written by the people who run the work.

Mark Porter
Co-founder and Co-CEO, ClaimUp

Mark builds the systems behind ClaimUp: how work is scoped, measured and reported, so a firm can hand over a stage of its cases and know it's moving.

Yader Baltodano
Co-founder and Co-CEO, ClaimUp

Yader runs the people side: finding and training specialists, and managing them inside personal injury firms across the US.

Rather talk it through?

Start with a 30-minute Fit Assessment.

30 minutes with Brady on where work piles up in your firm. No pitch, no prep. A written proposal within 24 hours if it's a fit.

Book a Fit Assessment →

Or write to hello@claimup.com