Deduplicate and index the file
Start with document classification, a medical index, and duplicate-page review. Validate amended reports and test your largest extracts during the pilot.
FOR WORKERS’ COMP DEFENSE TEAMS
A clearer record.
A stronger defense.
Bring medical records, physician opinions, and defense preparation into one reviewable workflow. Trace the findings back to the evidence before your team takes the next step.
Built around workers’ compensation defense. Confirm jurisdiction-specific requirements when scoping your pilot.
THE SOURCE FILE
Start with
the evidence.
Medical recordsSource record
Physician reportsSource record
CorrespondenceSource record
Organize → Connect → Review
MEDICAL CHRONOLOGYFictional sample
Follow the treatment.
Compare the opinions.
JAN 12
Initial evaluationReported symptoms and treatment plan.Medical report · p. 12
FEB 08
Diagnostic imagingImaging findings recorded for comparison.Radiology report · p. 46
MAR 21
Work status updateRestrictions differ from the earlier report.Progress note · p. 83
ILLUSTRATIVE WORKFLOW · FICTIONAL RECORDSAttorney review required
BUILT AROUND THE WORK
Your practice.
A clearer starting point.
Compare physician findings
Put work status, impairment, causation, and apportionment side by side, with references your attorneys can check.
Start with subpoenaed records
Scope subpoenaed-record and deposition summaries around your paralegal’s format. Measure preparation, attorney review, and correction time together.
THE NEXT WORKFLOW TO EVALUATE
What changed
since your last review?
A living case status should bring new findings, pending decisions, and client commitments into one view. Scope change alerts and stale-file review alongside your first record workflow; confirm capability before relying on it.
JUDGMENT STAYS WITH YOUR TEAM
AI prepares.
Your attorneys decide.
A reported opinion is a starting point for review. Your attorneys check the source, assess disagreements between physicians, and approve the final work product.
Check the original source.
Verify dates, context, and whether the document supports the finding.
Resolve the open questions.
Correct omissions and unsupported statements. Apply your firm’s review standards.
Approve the work.
Your team reviews and approves the final output before relying on it.
BEFORE THE FIRST CONVERSATION
Good questions.
Clear scope.
Start with one medical chronology or physician comparison. Agree on the record set, jurisdiction, review standards, and preparation time to measure.
Discuss your workflow ↗What does a workers’ comp demo show?
A sample medical file moves from intake to a source-linked chronology, physician comparison, and first-pass work product. No client records are needed for the conversation.
Which jurisdictions can we discuss?
California is the starting point for state-specific forms, procedures, and rule packs. Tell us the jurisdictions you handle so we can confirm the pilot scope.
Does the software decide causation or apportionment?
No. It brings reported findings and their sources into view. Your attorneys evaluate the evidence and its significance, correct the output, and approve the work.
How should we evaluate a pilot?
Compare preparation time and attorney correction time with your current process. Check missing events, source accuracy, and whether the result meets your firm’s standards.
OTHER PRACTICE AREAS
Explore more solutions.
FOR ACCIDENT & PERSONAL INJURY TEAMS
Accident & injury
Incident reports, treatment notes, and bills arrive in separate stacks. Explore a source-linked chronology that brings the event and treatment history into view.
Explore the solution FOR COMMERCIAL LITIGATION TEAMSBusiness litigation
Agreements, emails, and testimony rarely tell the story in one place. Explore a dispute chronology that connects competing accounts to the documents behind them.
Explore the solutionSTART WITH ONE WORKFLOW
Bring the task
taking too much time.
Let’s discuss your documents, review standards, and a useful first pilot.
Request your demo No client records needed for the conversation.Book a workers' comp demo
Medical records, physician opinions, and the defense work product on top.