Capitalize on the best practices for quickly and efficiently handling ERISA cases.

Alternative Dispute Resolution PALS

This specialized version of Abacus includes custom features, smooth integration, and a short learning curve so your staff can handle more ERISA cases with your existing resources.

Abacus’ ERISA PALS include:

  • Conflict of Interest Checking: Don’t put your firm at risk by relying on someone’s memory for conflict of interest checks. Unlike other software, AbacusLaw lets you search how you want – by name, partial name, social security number or “sounds like”.
  • Time Capture: Automatically capture all time and bill your clients with just a click.
  • Maximize Efficiencies: ERISA compliance software case intake screens will set in motion cases that are accurately entered, well organized and include the right follow-up events.
  • Peace-of-Mind: Case status, chronology, deadline and alert reports make sure the right people are working on upcoming activities and that all requirements are met for employees represented by your law firm. 

Custom-designed for cases around the Employee Retirement Income Security Act

Abacus Practice Area Legal Solution or PALS is designed for ERISA law and includes 4 new intake forms, 19 rules, 1 report, 9 fillable forms and several custom screens designed specifically for ERISA cases. Keep health insurance companies liable and help retirement plans go as expected with the PALS ERISA compliance law software.

Intake Forms

  • Life Insurance Claim
  • Excessive Fee
  • Disability Claim
  • Retirement Claim


  • SOL Alert


  • Disability Claim Process
  • Claims File Request
  • Individual Benefit Statement
  • Plan Modifications
  • New Case
  • Plan Information
  • Post Service Claim
  • Pre Service Claim
  • Employer Records Request
  • Employee Request
  • Urgent Claim
  • Retirement Claim
  • Annual Plan Report
  • Employee Report Request
  • SOL 1 Year
  • SOL 2 Year
  • SOL 3 Year
  • SOL 4 Year
  • SOL 5 Year
  • SOL 6 Year


  • Appeal to Denial
  • Notice of Appeal of Claim
  • Letterhead
  • Request for Employee Record
  • Request for Claim File
  • Authorization to Release Medical Info
  • ERISA Answer to Compliant
  • Cause of Action for ERISA Violation
  • Request to Reopen Claim Process

Matter Screens

  • ERISA Claim
  • Excessive Fee
  • Life Insurance Litigation
  • Retirement

Name Screens

  • ERISA Contact