Product No. 02 · Prelitigation

The early case work stops waiting in line.

Everything the early case needs takes someone’s time: the investigator, the record requests, the letters of representation, the demand. Execute Prelitigation starts that work the day the retainer comes back. Records requested on day one and chased for the life of the case, the early letters drafted, the summons and complaint ready when the case is. All of it waiting for your approval.

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The Pain

Early case work is a list of small jobs that each wait for a free pair of hands: the investigator nobody has retained yet, the records nobody has requested, the preservation letter that goes out a month late. None of it is hard. All of it steals time from the work that actually moves the case.

The cases that resolve best are the ones worked from day one. Right now the backlog decides which cases those are. It should not.

Day One

Medical records requested on day one, chased for the life of the case.

Records are the early case work that never ends: new providers surface as treatment continues, requests need chasing, and every facility produces in a different format. The system runs that whole cycle on every case, so your team reviews records instead of fighting for them.

Figure 1 · The continuous loop
Identify providers Send requests Chase on schedule File + summarize Runs for the life of the case

The one workflow that never finishes. Exactly why it should not wait for a free pair of hands.

The full answer: how firms automate medical records requests

How It Runs

Everything you do early in a case, expedited.

  1. Record requests go out on day one

    Providers identified from intake, treatment updates, and the records themselves. Requests generated with the right authorizations and delivered the way each provider accepts them, secure fax included. Built for HIPAA from the start.

  2. The chase runs on schedule, and arrivals file themselves

    Reminders fire when providers go quiet. Every record that arrives is filed to the case, indexed, and summarized for attorney review, continuously, for the life of the case.

  3. The early letters draft themselves

    Letters of representation, preservation letters, and the demand package when the records support it, drafted for your approval instead of waiting for a free afternoon.

  4. The summons and complaint is ready when the case is

    Drafted against templates built for your jurisdiction, assembled from the intake facts and the records already gathered. The attorney reviews, approves, and files when it serves the case.

What Changes

Day one work happens on day one, on every case.

Records arrive while cases are young

Demands and complaints get built on complete records instead of waiting on them.

The burnout work disappears

Your team keeps the judgment calls and loses the chasing, the portals, and the fax confirmations.

Filing timing becomes strategy, not triage

When the case is ready, the complaint is ready. You file when it serves the case.

Attorney hours go back to the case

Hiring investigators, requesting records, chasing providers, and assembling the file stop eating the week. What is left is the lawyering.

Next product · File No. 03
Litigation. Every deadline met. Every follow up made.

Count the unsent requests in your newest case. Then join the list.

Open to civil plaintiff and defense law firms.