A short walkthrough
From the day you sign the retainer to the day your client gets paid.
Ten stages, one case manager, start to finish. Everything happens inside the case management system your firm already runs.
01
Intake
Open, built out and moving the day you send it.
02
Records and treatment
Requested, chased and watched until the file is complete.
03
Demand
Built from the complete record and sent to you for approval.
04
Disbursement
Liens negotiated down, the statement executed, your client paid.
What happens to your file.
The bars are the shape of a file — what overlaps, and what runs the whole way. Open a stage for the work inside it.
A file sent today is built out today. The welcome call goes out, expectations are set, authorizations are executed, and the matter is opened in your own case system — not ours. Your client meets the case manager who will carry the file to disbursement, by name, on that first call.
- Same day
- Case setup
- By name
- Your client's case manager
- Your CMS
- Nothing to migrate
Every day it is open, somebody is on it.
A file’s problem is rarely the work. It is the waiting — on a records request nobody chased, on a call nobody made, on a demand nobody has reached yet.
A firm that is stretched
On LawBox
Days somebody worked the file
How you know it is being done.
The work is in your system, as it happens
Case notes, calls, records requests and correspondence are entered in your own case management system while the work is being done. No portal, no weekly summary.
Every client call is written up
Your client hears from their case manager every second week, and each conversation is logged where you can read it.
Your escalation rules, not ours
Set in the onboarding walkthrough and followed on every file.
What we don’t do.
We don't practice law
No legal advice, no case decisions, no appearances. The judgment stays with the attorney.
We don't decide what a case is worth
Offers are pursued, countered and brought to you. Whether to accept one is yours, every time.
We don't take every case type
Motor vehicle and premises liability at the core. No medical malpractice, mass tort, or workers' compensation.
We don't put your client in a queue
One case manager owns the file from intake to disbursement, by name.
Live in days. There’s nothing to implement.
01Credentials
You give us access to your CMS. We work where your files already live.
02A short walkthrough
How your firm likes files handled: your demand template, your client contact preferences, your escalation rules.
03Your case manager is assigned, by name
You meet them. So does your client.
04Somebody who can approve a demand
Every demand comes back to your firm and goes out under your name. That is the one point in the file where we need you.
05Cases start moving
Same-day setup on everything you send.
The only real test is your own files.
Case studies are somebody else’s cases, with somebody else’s clients, in somebody else’s market. Run it on yours. Send five — no charge.