Onboarding & Integration
Workflow alignment, templates, internal coordination paths, and reporting setup before launch.
04
Everything Included
Not Just Execution. The Entire Stack.
Each engagement includes the infrastructure, templates, reviews, and reporting required to turn file movement into a repeatable operating system.
Core Infrastructure
Full Pre-Lit Workflow Management
Post-intake through settlement administration: documentation retrieval, insurance coordination, lien tracking, client updates, demand readiness, and status output under your brand.
$250
Per Active File / Month
Monthly Progression Report
File movement, documentation gaps, carrier status, and cycle-time visibility delivered monthly.
Lien Coordination Tracker
A structured view of balances, reduction status, resolution timelines, and file-level exposure.
White-Labeled Templates
Insurance follow-up, medical record requests, lien inquiries, and client updates configured under your firm name.
Priority Escalation Protocol
A documented path for stalled files, with defined response windows and accountable next actions.
Quarterly Operational Review
A structured review of case velocity, documentation completion, settlement pace, and bottlenecks.
Operational Control. Delivered.