The Five-Phase Model

Every File. Every Phase. Defined Standards.

My PI Solutions governs pre-litigation files through five structured phases, each with defined tasks, communication cadences, and progression standards. Average target: post-intake through settlement administrative completion in 8 months or less.

Phase
01
Post-Intake & File Activation
My PI Solutions receives case information following firm intake, initiates insurance claim communications, and activates documentation workflows under your brand identity.
CMS File Setup
Insurance Claim Initiation
Documentation Workflow Activation
Client Communication Cadence Set
Target: 3–5 Business Days from Intake
Phase
02
Active File Progression
The ongoing operational core. My PI Solutions governs file movement through defined follow-up sequences: insurance communication, medical records and billing retrieval, lien information tracking, and structured client updates, all on defined cadences.
Insurance Follow-Up Sequences
Medical Records Retrieval
Billing Documentation Follow-Up
Lien Status Tracking
Client Communication
Ongoing · Governed at Defined Intervals
Phase
03
Demand Phase Preparation
When treatment has concluded and records are complete, My PI Solutions organizes medical documentation, assembles chronological record packages, and prepares draft demand materials, all subject to attorney review and approval before any transmission.
Record Organization & Assembly
Chronological Package Preparation
Draft Demand Preparation
Attorney Review Submission
All Demand Materials Subject to Attorney Approval
Phase
04
Negotiation & Settlement Administration
Once negotiation is active, My PI Solutions coordinates updated medical billing, tracks lien balance verification, supports reduction communications, and prepares closing documentation packages.
Updated Billing Coordination
Lien Verification & Reduction Support
Closing Documentation Prep
Settlement Signature Coordination
Settlement Administration Only · Negotiations Led by Attorney
Phase
05
File Closure & Administrative Completion
My PI Solutions coordinates all post-settlement administrative tasks: disbursement processing support, final documentation organization, lien satisfaction confirmation, and file closure.
Disbursement Coordination
Final Documentation Organization
Lien Satisfaction Confirmation
CMS File Closure
Target: Complete Closure Within 30 Days of Settlement
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