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Pfs Analyzer

Reconcile PI Fact Sheets in Minutes, Not Hours

12 minutes with CaseMark

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12 minutes with CaseMark

What you'll need

  • Plaintiff Fact Sheets / Initial Disclosures
  • Draft Builder Discovery Responses

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

CaseMark's PFS Analyzer automates the extraction and reconciliation of medical provider, wage-loss, and insurance/lien data from personal injury plaintiff fact sheets and initial disclosures. It cross-references every data point against draft builder discovery responses, producing a comprehensive issues memo with variance flags and full source traceability so attorneys can focus on strategy rather than spreadsheet auditing.

Reconciling plaintiff fact sheets against builder discovery responses is one of the most tedious and error-prone tasks in personal injury litigation. Paralegals and associates spend hours manually cross-referencing medical providers, wage documents, and lien notices across dozens of pages, risking missed discrepancies that can lead to supplemental disclosures or sanctions.

CaseMark's PFS Analyzer ingests all source documents, extracts every provider, employer, and lien entity with confidence-scored citations, and automatically reconciles them against your draft builder responses. The result is a builder-ready output package and a lawyer-facing issues memo that highlights every variance, omission, and low-confidence data point—turning a multi-hour audit into a streamlined review.

How it works

  1. 1. Upload plaintiff fact sheets, builder draft responses, and supporting medical, wage, and insurance documents

  2. 2. AI extracts and structures all provider, employer, and lien data with source citations and confidence scores

  3. 3. The system reconciles extractions against builder drafts, flagging every variance and omission

  4. 4. Review the issues memo and builder-ready output, then export in your preferred format (DOCX, PDF)

What you get

  • Medical Provider Extraction Table

  • Wage-Loss & Employment Summary

  • Insurance / Lien Entity Register

  • Builder Response Variance Report

  • Issues Memo with Missing-Data Flags

  • Source-Traceable Extraction Map

What it handles

  • Extracts medical providers, employers, and insurance/lien entities with full source citations

  • Reconciles extracted data against draft builder responses with variance flagging

  • Assigns confidence levels (High/Medium/Low) to every data point for attorney review

  • Generates builder-ready output with issues memo and missing-data alerts

  • Tracks treatment chronologies, wage gaps, and subrogation notices across documents

  • Produces Bates-referenced, source-traceable extraction maps

Required documents

  • Plaintiff Fact Sheets / Initial Disclosures

    Executed plaintiff fact sheets, FRCP 26(a)(1) initial disclosure packets, or MDL CMO forms

    .pdf, .docx

  • Draft Builder Discovery Responses

    Draft discovery responses to be validated against source documents

    .pdf, .docx

Supporting documents

  • Medical Provider Lists

    Specials spreadsheets, treatment chronologies, or HIPAA authorization lists

    .pdf, .docx, .xlsx

  • Wage Loss Documentation

    Employer verification letters, pay stubs, W-2s, or tax returns

    .pdf, .docx

  • Insurance / Lien Disclosures

    EOBs, PIP/MedPay documents, lien letters, subrogation notices, or Medicare/Medicaid status documentation

    .pdf, .docx

  • Client Intake Notes

    Internal questionnaires with details that may have been omitted from the formal PFS

    .pdf, .docx

Why teams use it

Eliminate hours of manual cross-referencing between plaintiff fact sheets, medical records, and builder drafts

Catch omissions and discrepancies before discovery responses are served with automated variance detection

Maintain full source traceability with Bates references and verbatim citations for every extracted data point

Reduce risk of incomplete disclosures with automatic missing-data identification and partial-output labeling

Questions

What types of documents does the PFS Analyzer accept?

CaseMark's PFS Analyzer accepts executed plaintiff fact sheets, FRCP 26(a)(1) initial disclosures, MDL CMO forms, specials spreadsheets, treatment chronologies, wage verification documents, EOBs, lien letters, and draft builder discovery responses. Both PDF and DOCX formats are supported.

How does the variance flagging work?

CaseMark compares every extracted data point from your source documents against the corresponding entries in the draft builder responses. Any discrepancies—missing providers, mismatched dates, omitted lien holders, or inconsistent wage figures—are flagged in a dedicated variance report with exact source citations.

Can it handle incomplete document sets?

Yes. If any source documents are missing, CaseMark labels the affected output sections as 'Partial' and clearly identifies what is absent so your team knows exactly what needs to be gathered before finalizing responses.

How does CaseMark assign confidence levels to extracted data?

Every data point receives a High, Medium, or Low confidence rating. High means the information is explicit with full details like addresses and dates. Medium indicates the item is listed but missing some details. Low means the data was inferred and requires attorney verification.

Does this replace attorney review of discovery responses?

No. CaseMark accelerates the extraction and reconciliation process, but all output is designed for attorney review before service or filing. The issues memo highlights areas requiring professional judgment.

Can I use this for state court cases or only federal?

CaseMark's PFS Analyzer supports both federal and state court frameworks. You can specify your forum and jurisdiction during setup, and the system adapts its analysis accordingly. Federal FRCP 26(a)(1) is the default if no preference is specified.

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