A methodical path from chart to conclusion.
Every engagement follows the same disciplined sequence, designed to protect your firm from bad investments and to deliver work product built to be used.
Intake & Screening
Submit your case. We perform an initial merit screening to confirm whether the record supports a defensible claim before you invest further.
Every engagement begins with a structured intake. You provide the records and a brief case summary; we confirm scope, conflicts, and turnaround before any work starts. From there we conduct an initial merit screening, a focused first pass that tells you whether the clinical record supports a defensible claim. The goal is to protect your firm from investing in a matter the medicine will not support, and to give you a clear-eyed read before you commit.
What You Receive
- Secure intake checklist and engagement confirmation
- Initial merit screening memo with a go / no-go recommendation
- Scope and turnaround estimate for any further review
Record Review
Every relevant record is organized, indexed, and reviewed against the accepted standard of care, with gaps and deviations flagged.
We organize and index the complete record by provider, date, and discipline, then review every relevant page against the accepted standard of care. Missing, late, or altered documentation is flagged; deviations are isolated and tied to their source. This is the methodical core of the engagement, where the clinical story is reconstructed from the raw record and the gaps that matter are surfaced.
What You Receive
- Organized, indexed record set for your case file
- Log of missing, late, or altered documentation
- Annotated review identifying deviations and case-critical findings
Analysis & Chronology
We build a fully referenced medical chronology and a written analysis that translates the clinical facts into clear legal narrative.
The reviewed record becomes a fully referenced medical chronology, with each entry tied to its source document and page, and a written analysis that translates the clinical facts into a clear legal narrative. We correlate injuries to mechanism, assess causation, and frame the timeline so an attorney can argue from it. The deliverable here is not a summary, it is a working document built to be used in depositions, demand packages, and trial preparation.
What You Receive
- Fully referenced medical chronology with source citations
- Written analysis translating the clinical record into legal narrative
- Causation and damages assessment where applicable
Reporting & Support
You receive a trial-ready report and ongoing consultation, including deposition support.
The engagement closes with a trial-ready report and ongoing consultation. We support deposition preparation with targeted clinical questions and remain available as an extension of your team through resolution. Every report is written to be trial-ready, so the work product carries cleanly into the next phase of the matter.
What You Receive
- Trial-ready written report with defensible opinions
- Deposition preparation and ongoing consultation through resolution
What to expect, and when.
Timelines vary with record volume and complexity, but most engagements follow this rhythm. We confirm a specific delivery date before any records are sent.
Start with a merit screening.
Send us your case summary and we will confirm scope, turnaround, and next steps within one business day.
Submit an Inquiry