What we do
Everything a case needs to move.
Everything you need to grow.
Care · Client communications
Every patient stays in reach.
Reminders, replies, and reschedules live on the case—not in another inbox.
Evaluation reminderFriday · 10:30 am
Following upConfirmedYour evaluation with Summit Orthopedics is Friday at 10:30 AM.
I'll be there.
Reply logged · Visit confirmed
Operations · Exceptions
Nothing waits unnoticed.
AI watches every timeline. A missed visit becomes a ranked next step, reaches the right person, and closes its own loop.
!SignalVisit missedThu · 9:40 am
→↗Next stepRebook patientAssigned · Care
→✓ClosedMonday · 9:00Patient confirmed
Network · Provider placement
Right patient. Right provider. This week.
Find available care by specialty and distance, then place the patient without leaving the case.
25 mi
SOSummit OrthopedicsOrthopedics · 2.1 mi
AddAdded ✓ PTParkside PTPhysical therapy · 3.4 mi
Add Capital · Demand & negotiation
Ready before anyone has to chase it.
AI reads bills, records, limits, wages, offers, and counters—then keeps the demand current as the file changes.
Demand packetUpdatingReady
Demand$78,000
Medical specials$31,420
Policy limit$100,000
Lost wages$6,200
Providers3 · all in
Carrier offer$42,500Review →
Caseload · Ranked worklist
The next move, already ranked.
Every open item across every case, ordered by urgency and consequence.
Today's work3 next steps4 next steps
01Initial appointment not bookedNguyen · Summit Orthopedics
Today 02Offer needs an answerPatel · $42,500
Today 03Records request overdueAlvarez · Orthopedics
3 days Control · Audit trail
Your team keeps the judgment.
Every action is visible, attributed, and ready for review.
✓Reminder sent9:42 am · Case
✓Patient confirmed9:47 am · SMS
→Firm review requested9:48 am · Jamie R.
The firm represents the client.
The clinic treats the patient.
Case handles everything in between: taking each patient through treatment with vetted providers, and making sure care arrives when it is needed.
Case moves thousands of cases a month for leading plaintiff firms and clinics across the country.
insurance approvalsmedical liensfundingdocumentationschedulingbillingrecord requestspaperworkpayment delayscommunication gapsreconciliationadministration
insurance approvalsmedical liensfundingdocumentationschedulingbillingrecord requestspaperworkpayment delayscommunication gapsreconciliationadministration
Who it's for
For law firmsThe firms that grow are the ones whose cases never sit.
Case runs the medical side of every file: clients engaged, treatment tracked, records complete, timelines honest. More cases in, better settlements out, no new desks in between.
Apply as a firm →For clinicsTreating injury cases should grow a practice, not strain it.
Case sends you patients from vetted law firms and keeps your documentation settlement-ready, so you can provide all the needed care with the confidence you will be paid on time. You treat. Case does the rest.
Apply as a clinic → 01What does Case do?+
Case keeps treatment, documentation, and case operations moving between plaintiff law firms and the medical providers treating their clients.
02Who is Case for?+
Selected plaintiff law firms and the medical providers who treat their clients.
03How does access work?+
Apply for access. We review fit and guide approved teams through onboarding.
04Does Case replace our firm's case management system?+
No. Case works alongside the systems your team already uses.
05How do you handle sensitive information?+
Security and responsible data handling are built into Case. We cover specific controls and requirements during diligence.
The injured, made whole. Faster and more fully than the system ever allowed.
Access is by invitation.
Apply, and we take it from there.