Intelligence Layer

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Alvarez, Dana - DOL 03/14/26 Treating
Total specials $23,410
Providers 3 treating
Records pending 1 of 4
Recent activity
Apr 12 Imaging records received (Harborview)
Apr 10 Client reported new PT referral
Apr 9 Adjuster confirmed policy limits
Apr 2 Treatment gap noted — 3 weeks
Case Intelligence
What did the adjuster last offer?
The last recorded offer is $18,500, received Apr 9 following the adjuster's limits confirmation. It responds to your demand of $48,000 sent Mar 22. Settlements · Offer #2 Call log · Apr 9
Risk flag: 3-week treatment gap (Mar 5–26) may be raised by defense.
This case looks ready to demand. Want me to draft it? The nudge costs nothing.
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Ask in plain language — "what's the treatment timeline?", "where are the gaps?" — and get an answer drawn straight from your system of record, with a trail back to where it came from.

Grounded, not guessed

Answers come from your case file, with citations — not from a model's imagination. Every claim traces back to a document, a ledger line, or a logged call.

Plain language

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Foresight

Intelligence isn't only answering — it's noticing.

The system surfaces the moment a case is ready to move, flags a statute closing in or a gap in treatment, and points to value you might have missed — on every case, automatically.

Right-moment prompts "This case looks ready to demand — want me to draft it?"
Risk flags Approaching statutes and treatment gaps caught automatically.
Hidden value Concerns worth pursuing for the client's recovery, surfaced early.
Surfacing
Ready to demand — records complete surfaced
Statute 74 days out — unconfirmed exception surfaced
Settlement range $42k–$56k projected predicted
Follow-up drafted for record request awaiting approval
Firm Intelligence

See the whole firm — and what to do about it.

A deep insight report isn't a dashboard that displays numbers. It analyzes the numbers and tells you what they mean: where the firm is healthy, where it's leaking, who's productive, what opportunities sit unworked.

Insight, not data Observations and recommendations that go beyond charts.
Reviewed by you Everything is drawn from your record; nothing ships without sign-off.
Your data stays free Dashboards and aggregations cost nothing; pay only for analysis.
Firm analysis — Q1 Authored work product, not a chart dump
"Treating-stage matters are aging 22% slower than last quarter, but eleven demand-ready files have sat unworked for over two weeks — concentrated on two desks. Recommend rebalancing before month end."
Execution health 82%
Demand-ready backlog 11 matters
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