Streamline litigation workflow

Transform how you manage medical expenses from initial client intake through settlement negotiations with CaseMark's integrated AI-powered billing summary solution.

Comprehensive provider tracking

Automatically organize bills by treatment provider.

Smart lien identification

Detect Medicare, hospital, and other critical liens.

Case valuation insights

Link economic damages to potential case values.

AI-human collaboration

Clear identification of settlement implications.

From intake to trial strategy in one platform

Simple, secure process

Medical bill collection

  • Upload and process medical bills from multiple providers

  • AI-powered summaries identify key financial elements

  • Flag outstanding balances that require follow-up

Expense organization

  • Categorize expenses by provider and treatment date

  • Automatic calculation of charges, payments, and write-offs

  • Track insurance payments and outstanding balances

Settlement preparation

  • Review AI-highlighted liens requiring special attention

  • Generate comprehensive billing summaries for demand letters

  • Calculate in-pocket settlement amounts for clients

  • Build stronger negotiation strategies with organized financial data

Perfect for litigation professionals

Comprehensive workflow integration

Efficient negotiation

Streamline settlement discussions with accurate billing data.

Risk reduction

Identify critical liens that could impact settlement distribution.

Paralegal empowerment

AI assistance that enhances rather than replaces human expertise.

Case valuation

Link economic damages to realistic settlement expectations.

Leverage AI for strategic advantage

CaseMark's one-click Billing Summary solution helps litigation teams improve efficiency from initial medical record collection through settlement negotiation. Our system presents organized financial information for your review, clearly indicating special circumstances like Medicare liens, allowing you to focus on strategic case development.

Privacy & security first

We employ enterprise-grade security measures and encryption to protect your data. Your sensitive case information remains protected through industry-standard security protocols, and we never share or use your data to train our models.

Frequently asked questions

Q

How does the billing summary help with case valuation?

A

Our system organizes economic damages (medical expenses) which helps establish baseline settlement values. As noted by legal experts, cases often settle for approximately 3-4 times the economic damages amount.

Q

How does the system handle different state regulations?

A

Our billing summaries track both full charges and insurance-adjusted amounts, accommodating different state requirements for settlement calculations. The system clearly distinguishes between states allowing full charge amounts (like Oregon) versus those requiring adjustment calculations.

Q

Can the system identify priority liens?

A

Yes, our system flags critical liens such as Medicare "super liens" that require special handling during settlement, helping prevent situations where carriers might face direct liability.

Q

How does the system help with demand letters?

A

The system generates comprehensive, organized billing summaries that can be directly incorporated into demand letters, providing adjusters with clear documentation needed to approve settlements.

Q

How does linking to original bills work?

A

Our system allows users to click on specific treatment entries to access the original bills, providing quick verification of charges and supporting documentation during negotiations.