Managed Pre-Litigation Case Operations(888) 279-2841
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WHAT WE HANDLE

Pre-litigation caseoperations built aroundactive files.

CaseScale performs the recurring operational work required to move personal injury matters from client signup through demand preparation.

This is a coordinated operating process covering client communication, insurance follow-up, treatment, incoming case activity, records, bills, documentation, and demand preparation support.

A COORDINATED OPERATING FUNCTION

The recurring work thatkeeps files moving.

CaseScale performs agreed operational work. The law firm remains responsible for all legal work, legal decisions, representation, professional obligations, and attorney-client relationships.

01Open and establish

  1. File opening and setup

    Confirm matter details, collect authorizations, and establish the agreed workflow.

  2. Insurance and claim operations

    Open claims, send correspondence, request policy information, and complete follow-up.

  3. Client contact

    Maintain cadence, share updates, follow up on missing information, and communicate throughout.

02Track treatment and records

  1. Treatment monitoring

    Track appointments, referrals, gaps, discharge status, and other developments affecting the file.

  2. Medical records and bills

    Request and follow up for records, bills, and supporting documentation. Identify and resolve missing items.

03Manage ongoing file activity

  1. Incoming case activity

    Process mail, faxes, emails, incoming bills, carrier communications, and other case-related correspondence.

  2. File documentation and follow-up

    Organize documents, maintain file notes, and complete follow-up on outstanding items.

04Prepare and close

  1. Demand preparation support

    Assemble records, bills, treatment information, and other materials to prepare the initial demand draft.

  2. File closing

    Confirm resolution, complete closing procedures, and archive the file.

One coordinated workflow from file opening through demand preparation.

The steps above reflect the recurring operational work CaseScale manages within the agreed workflow.

DIVISION OF RESPONSIBILITY

Your firm controlsthe legal work.

CaseScale keeps the agreed operational work moving and keeps the firm informed of completed work, file status, and pending responsibilities. Your attorneys retain legal strategy, legal judgment, final demand approval, representation, and the attorney-client relationship.

A CLEAR PLACE TO BEGIN

Start with youractive inventory.

See what your firm currently spends operating its pre-litigation files and what the same inventory would cost with CaseScale.

$2,000 implementation$83per active file for each
third of the month
RUN YOUR NUMBERSSTART A CONVERSATION(888) 279-2841