Close cases without the malpractice exposure.
Closeout catches the missed liens and disbursement errors that become malpractice claims, before the case closes.
Case
Johnson v. Allstate
Auto · DOL Jan 12, 2025 · $185,000
Documents
Settlement_Agreement.pdf
Just now · 2.4 MB
Liens2 detected
Medicare (BCRC)
GovernmentMemorial Hospital
HospitalCase progress
What Closeout catches
The mistakes that become claims.
Subro Intelligence
Negotiate from knowledge, not guesswork.
Most subrogation negotiations start from zero. Closeout pulls the carrier, plan type, ERISA status, and subrogation language out of any plan, then shows you that carrier's real history: subro contact, recovery vendor, response time, and the reductions they have accepted. Every settlement sharpens the next.
- Plan extraction: carrier, group #, member ID, ERISA flag, subro language
- Carrier database: subro contact, recovery vendor, response time
- Reduction stats and negotiation history from real settlements
Subro Intelligence
BCBS TexasSearch the database
BCBS
3 resultsBCBS Texas
ERISA · Self-funded · 142 settlements
BCBS Florida
Fully insured · 89 settlements
BCBS California
Self-funded · 67 settlements
Plan type
PPO
Group #
GRP-44218
ERISA
Self-funded
Subro language
Detected · §8.4
Lien Engine
The lien chase, off your desk.
Chasing payoff letters eats paralegal hours, and it is where liens quietly slip through. Closeout runs the chase automatically: it drafts each letter in the lienholder's required format, follows up at the right cadence per carrier, and parses every response. Your team keeps the judgment calls, and no lien falls through.
- Auto-drafted payoff letters in lienholder formats (BCRC, MSPRP, state Medicaid, ERISA)
- Per-carrier follow-up cadence, learned from real response patterns
- Incoming letters parsed automatically: amount, good-through date, conditions
- Negotiation arguments queued by lienholder type and case facts
Lien Engine · Johnson v. Allstate
Auto-runningMedicare (BCRC)
Government- Payoff request sentApr 12
- Auto follow-up #1 sentApr 19
- Auto follow-up #2 sentApr 26
- Response expectedMay 28
Memorial Hospital
Hospital- Payoff request sentApr 22
- Common-fund argument queuedMay 6
BCBS Texas
ERISA- Payoff request sentApr 8
- Auto follow-up #1 sentApr 15
- Response received · $8,420Apr 22
- Reduction argument queuedApr 29
Cadence learned per lienholder · BCRC · Medicaid TPL · ERISA plans
Closeout Copilot
Every case, one question away.
Ask why a case is stuck, where the pipeline is bottlenecked, which lien types take longest. The copilot knows every document on a case and every case in the firm, and answers from real data. The insight that closes this settlement sharpens the next.
- Per case: every document, lien, scenario, and note, queryable
- Firm-wide: pipeline, lien aging, workload across every case
- Drafts letters and surfaces actions in your firm's voice
Closeout Copilot
Three blockers:
- Medicare BCRC, no response in 28 days · 2nd request drafted
- Client W-9 missing, needed for IRS reporting
- Memorial Hospital, common-fund argument sent, awaiting reply
Six cases cleared. $487,910 to clients.
Johnson v. Allstate
$95,581Patel v. State Farm
$52,340Reyes v. Progressive
$112,400+ 3 more
CloseoutPay
Pay every lienholder and client, electronically.
Closeout handles the whole money side. Clients review the disbursement statement over a magic link and sign, with no accounts or app installs. Then CloseoutPay pays every lienholder and the client by ACH or check, each payment reconciled against the signed statement and confirmed in the audit trail.
- Magic-link review: no client accounts, no app installs
- Identity verified by DOB + last four of SSN, three attempts then locked
- Signed statements sealed with SHA-256 + HMAC audit certificates
- ACH or check to every lienholder, auto-reconciled and confirmed
CloseoutPay
Johnson v. AllstateTransfer from
IOLTA Trust Account
Bank of America · ****4127
Attach to a lien
Memorial Hospital
Hospital lien · ACH ready
BCBS Texas
ERISA · ACH ready
Medicare (BCRC)
Government · paper check
Send payment to
From
IOLTA Trust · ****4127
To · Attached lien
VerifiedMemorial Hospital
Hospital lien · matches lien of record
Amount
$11,300.00
$11,300.00
Sent
to Memorial Hospital
ACH · Apr 30 · Confirmation #ACH-2401
Insight that compounds
Gets better with every case.
Every lien you resolve, every correction your team makes, every settlement you close becomes data the system learns from: carrier response times, reduction rates, what actually works in negotiation. Your hundredth closeout is faster, and better-informed, than your first.
AI extracts and checks the law
Liens and amounts, verified against statute
User reviews and approves
Confirm, edit, reject
System learns from corrections
Improves accuracy
Next case is faster
Fewer touches, quicker closeout
Trust by design
Built like infrastructure.
Security and compliance are not features. They're the foundation every case rests on.
SOC 2 in progress
Working toward SOC 2 Type II.
Built to SOC 2 standards from day one. Audit engagement underway. Status available under NDA.
HIPAA Ready
Built for protected health information.
Medical records, payoff letters, conditional payment notices. Storage, access, and audit are HIPAA-aligned by default.
Full audit trail
Every action, accounted for.
Every upload, edit, lien decision, and disbursement logged with actor, timestamp, and full diff. When a closed case is questioned, the answer is already on file.
Our Mission
A case that's settled isn't a case that's closed. The liens still have to be chased. The disbursement still has to balance. The client and every lienholder still have to be paid. It is slow, manual work, and it is where the mistakes that become malpractice claims slip in.
The work was never the problem. The tooling was.
Closeout runs that last stretch end to end. It closes cases in days instead of weeks, catches the errors that turn into bar complaints and malpractice claims before a case leaves the building, and pays every lienholder and client electronically.
And it learns. Every settlement you close makes the next one faster and better informed, so your firm's work compounds instead of starting over.