Practice area
Personal injury firms run on records, deadlines, and client updates. The platform organizes medical records, builds sourced chronologies, flags missing items, and prepares demand packages for attorney review, so cases keep moving and your team spends its hours on work only people can do.
Records index · Okafor v. Lakeview Transit
Injury cases produce paper at every stage. The platform runs the document-heavy steps that sit between intake and settlement, using your templates and your review rules.
Records arrive from emergency crews, hospitals, clinics, imaging centers, and therapists. They come as scans, faxes, portal downloads, and mixed PDFs. The platform sorts each page by provider and date of service, then builds an index your team can search.
Duplicate pages are grouped, unreadable pages are flagged, and every entry points back to its source page. Your paralegal opens a clean file instead of a stack of unsorted pages.
A chronology turns hundreds of pages into a timeline of care. The platform pulls dates, providers, diagnoses, treatments, and referrals into your firm’s chronology format, and each line cites its page.
Gaps in care and unexplained changes of provider are marked for your reviewer. The attorney sees the story of the injury, not just a pile of charts.
Before a call with a client or an adjuster, an attorney needs the file in one page. The platform compiles the facts, treatment to date, open requests, and next steps from the matter record.
The same workflow can prepare a weekly case-status report for each case manager, sorted by what needs attention first.
A demand package pulls together the facts, the treatment story, the bills, and supporting exhibits. The platform assembles these parts in your firm’s order, checks them against your checklist, and lists what is still missing.
The attorney decides what the package argues and what number it asks for. The platform prepares the materials so that decision is made on a complete file.
Billing entries often mention a visit that has no matching chart. Referral notes point to providers that never sent records. The platform compares what the file references with what the file contains.
For each gap it prepares a records request draft using your template. Your staff reviews the draft, sends it, and tracks the reply.
Bills and lien notices are scattered across mail, email, and portals. The platform lists each billed item by provider, notes where a lien or reimbursement claim is on file, and marks items with no supporting record.
When a case nears resolution, it can prepare settlement-document drafts and closing checklists from your forms. Attorneys review and approve every figure and every term.
Injury practices have a clear shape. Work is paid on results, cases run on other people’s paperwork, and small delays add up. These are the pressures that lead firms to delegate document work.
Most injury firms are paid when a case resolves, not by the hour. The firm funds the work in the meantime. Every hour spent on sorting pages is an hour the firm pays for without a bill to send.
That changes how leaders think about staff time. The question is not whether a task is useful. It is whether a person with a law firm’s training should be doing it.
When a file waits for a chronology, the whole case waits. Treatment may end, yet the demand sits in a queue behind other cases. Money that could be collected this quarter moves to the next one.
Delays also wear on clients. A person who hears little for weeks is more likely to call often, lose trust, or wonder if the firm is working on the case.
Injury firms buy or earn a steady flow of inquiries. Many arrive at night, after an accident, when the caller is hurt and worried. A slow reply can send that person to the next firm on the list.
The platform structures each inquiry, finds missing facts such as the carrier or the date of loss, and queues the firm’s approved follow-up. Your intake team decides which matters to accept.
A single injury can touch an ambulance service, an emergency room, a surgeon, an imaging center, a pharmacy, and a therapist. Each keeps records in its own way and answers requests on its own schedule.
Billing statements may not match charts. Dates of service may differ between documents. Reconciling this by hand is slow, and it is where missing records hide.
Case managers and paralegals often carry a large number of files at once. When someone leaves, their habits leave too, and the next person has to learn the file and the firm’s way of working.
Delegated workflows keep a steady standard. A chronology looks the same whoever asked for it, and a new hire starts from structured work instead of a blank page.
Insurers respond to what a package shows. A demand with clear dates, cited records, and organized bills is easier to read and harder to set aside. Gaps and loose ends give the other side room to question the claim.
The platform helps the firm send complete packages more consistently. Strategy and negotiation stay with the attorney.
Managing partners tend to ask the same questions. Will it save real hours? Will my attorneys trust the output? Is client information handled with care? Will my staff accept it?
NewClerk answers with a small first step. Choose one workflow, run it on real matters for 30 days, and measure the result before deciding on more. Your attorneys stay in control of every approval.
Filing deadlines differ by state, by type of claim, and sometimes by the defendant. A missed date can end a case, so firms keep strict calendars.
The platform can surface dates found in the file and prepare calendar entries for review. Attorneys set and confirm every deadline.
Pick a workflow to see the kind of output that comes back to your case team.
| Date | Event | Source |
|---|---|---|
| 09/03/2025 | Urgent care. Low back strain, x-ray ordered. | p. 6 |
| 09/10/2025 | Primary care follow-up. Physical therapy referral. | p. 22 |
| 09/24/2025 | Therapy evaluation. Eight visits planned. | p. 31 |
| 10/29/2025 | Specialist consult referenced. No chart on file. | Missing |
| 11/12/2025 | Therapy discharge summary. Pain reduced. | p. 58 |
| Provider | Item | Status |
|---|---|---|
| Riverside ER | Chart and imaging reports | On file |
| Summit Ortho | Office notes, four visits | On file |
| Lakeshore Imaging | MRI report billed, report absent | Missing |
| Pine Street PT | Progress notes, 10 visits | Requested |
| Pharmacy | Fill history | Not needed |
| Part | Contents | Status |
|---|---|---|
| Facts | Incident summary from intake and client statement | Drafted |
| Treatment | Chronology with cited pages | Drafted |
| Bills | Itemized by provider, matched to charts | Drafted |
| Exhibits | Photos, wage letter, records set | Gap |
| Demand terms | Reserved for the handling attorney | Attorney |
| Provider | Item | Status |
|---|---|---|
| County EMS | Transport billed, run report on file | Matched |
| St. Anne's | ER charges, itemized statement on file | Matched |
| Orthopedic group | Surgery billed, operative report absent | No record |
| Health plan | Reimbursement notice received | Logged |
| Therapy clinic | Statements through 08/30/2025 | Matched |
A case manager assigns the task, such as "build the chronology for this matter." The platform gathers the records already in the file, applies the firm’s format, and prepares the work.
It then marks anything uncertain as an exception and returns the output for review. Your reviewer approves it, returns it with notes, or sends it up to an attorney.
Every injury firm builds chronologies, letters, and packages a little differently. During setup, we gather your templates, checklists, and written procedures so the work comes back in your format and your order.
Approval rules are set the same way. Your firm chooses which steps need review and which can run on their own.
Indexing and extraction are low-risk internal steps. Drafts, client messages, and demand materials need review before they leave the firm. Case value, strategy, negotiation, and settlement advice stay with the attorney.
The platform supports professional judgment. It does not replace it.
Once the core record workflows run well, the same approach reaches the smaller tasks that eat a case team’s week.
New clients are asked for photos, insurance cards, and medical contacts. The platform sends your approved requests, tracks what comes back, and escalates to a case manager when items stay outstanding.
The platform reads the file for dates that may matter, such as incident dates, notice requirements, and scheduled hearings, and prepares calendar entries. An attorney or calendar owner confirms each one before it is final.
Clients want to know where their case stands. The platform drafts status updates from the matter record in your firm’s tone. A team member reviews each message before it is sent.
Managers can ask for a list of cases waiting on records, cases ready for a demand, or cases with no activity in a set period. The report shows where files are stuck so leaders can move them.
Because the work follows written procedures, new hires can see how a finished chronology or package should look. The structured output becomes a working example of the firm’s standard.
Illustrative figures that show a possible result for a mid-sized injury practice. Not a client result and not a promise of future outcomes.
Illustrative figures to show the case-study format. Not a client result and not a promise of future outcomes.
We start with one workflow on real matters, such as medical chronologies. Over 30 days we track hours saved, turnaround time from assignment to return, pages or items processed, and the time reviewers spend on each output.
We also count exceptions, meaning items the platform flagged, and how many of those were real gaps.
A good pilot shows that finished work returns faster, that reviewers spend less time than they did preparing it, and that the output matches your format. Reviewers should trust the source citations enough to spot check instead of redo.
Your firm sets the targets before the pilot begins. We do not apply outside benchmarks to your results.
A fast draft that takes an hour to fix saves nothing. So we measure the full loop, from assignment through approval. If review time stays high, we adjust the configuration with your team or we tell you the workflow is not a fit.
In one short session we look at how your cases move from intake to demand, find where records and follow-up slow them down, and rank the workflows best suited to delegation.
We will reply within one business day.
It performs defined document workflows: indexing medical records, building cited chronologies, summarizing matters, spotting missing records, and assembling demand-package materials. Each output is prepared for review by your team. Attorneys keep every legal decision, including case value, strategy, and negotiation.