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The platform

Every movement of a case, in order.

Seven movements carry a case from the first document to the day it closes. Each one hands off to the next, and each leaves its own record behind.

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Closeout Intelligence

Every document in the case, read on arrival and turned into a record your team can act on.

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Subrogation Intelligence

A directory of carriers and the recovery vendors behind them, kept current: where the check goes, and how hard you can push.

Subro IntelligenceViewing carrier
Search a different carrier…
UnitedHealthcare· UnitedHealth Group
How to reach themHow to negotiate themYour track record
Recovery vendor
Optum
Contact
Optum Recovery Services
Phone
888-870-8842
Remit-to
PO Box 2789, Warminster, PA 18974
Payment
Check or ACH

Plan line: self-funded ERISA (UMR) → strong recovery. Negotiate on the plan's language.

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Lien Negotiation

Every charge priced against Medicare benchmarks, then the reduction request drafted for you.

Provider lien · Bayshore Regional Medical Center
AnalysisNegotiation
PayoffDocumentationEvidenceAnalysisNegotiationResolved
Strong opportunityVersion 2Re-run

Suggested opening

$4,200

Expected resolution

$6,400–$8,900

CPT codeServiceBilledBench.RatioAssess.
99285ER visit, level 59/12/2025$4,890$9805.0×High
72125CT cervical spine9/12/2025$3,247$1,1202.9×Moderate
99204Office visit, new pt9/13/2025$2,150$4305.0×High
97110Physical therapy9/20/2025$1,180$8901.3×Fair
10 of 12 lines priced
Use this opening
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Evidence Matching

A dated, page-cited care history, with every charged line matched to the treatment that proves it.

Aetna Life Insurance Company1 unmatched4 line items · $24,815 claimed · Sep 12 – Jan 30 Table Graph
Matched Unmatched Evidence document
Aetna Life Insurance

Lien claimed

$24,815.00

4 line items

MRI follow-up imaging
Nov 4, 2025$1,420.00
Unmatched
No supporting documentReview required
Prescription drug benefits
Sep 12, 2025 – Jan 30, 2026$780.00
Matched89%
Walgreens Pharmacypage 15
Outpatient PT · 8 sessions
Oct 2 – Dec 15, 2025$4,213.00
Matched89%
Houston PT Associatespage 12
Inpatient hospitalization
Sep 12 – Sep 18, 2025$18,402.00
Matched89%
Bayshore Regional Medical Centerpage 8
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Ask Sol

Ask one case or the whole firm in plain English, and get an answer cited to the document.

Sol
Scope · Across 47 open cases
Ask across the firm…

AI assistant · Not legal advice

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Electronic Disbursement

Every payee on one balanced screen, released only after the client signs and an attorney authorizes.

CloseoutPayJohnson v. AllstateLocked
Ready to disburse5 of 5 steps complete
  1. Trust deposit verifiedAug 17, 2026 · deposit cleared
  2. Settlement packet generatedAug 17, 2026 · R. Appiah-Kubi
  3. Sent to the client for signatureAug 17, 2026 · R. Appiah-Kubi
  4. Client signed & returnedAug 18, 2026 · e-signed
  5. Attorney authorized disbursementAug 18, 2026 · R. Appiah-Kubi
Disbursement plan4 payments
Marcus JohnsonClient$106,347.60
Bayshore Regional MedicalMedical provider$52,447.40
Attorney feesFirm (Operating)$83,325.00
Case costsFirm (Operating)$7,880.00

Settlement reconciliation

View full ledger
Gross settlement$250,000.00
Attorney fees($83,325.00)
Case costs($7,880.00)
Liens & reimbursements($52,447.40)
Client net$106,347.60
Difference$0.00

Funding source

IOLTA trust ····4127 Connected
Operating ····8044 Connected
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Case Reconstruction

Every action, decision, and dollar in a tamper-evident record you can replay start to finish.

Case Reconstruction · Johnson v. Allstate Chain verified
  1. Settlement recordedSystem · $250,000.00 · AllstateJun 15 · 9:02 AM3f9a…c21
  2. Scenario lockedR. Appiah-Kubi · Net to client $106,347.60Aug 12 · 2:41 PMb7e2…04d
  3. Statement generated & sentR. Appiah-Kubi · Packet v3 · e-sign link issuedAug 17 · 10:43 PM91cc…7ae
  4. Client signed & returnedMarcus Johnson · ESIGN consent · IP loggedAug 18 · 8:15 AM24d8…f0b
  5. Disbursement authorizedA. Cole · Dual approval recordedAug 18 · 9:30 AMe6a1…39c
  6. Payment releasedSystem · $106,347.60 · Trust ····4127Aug 18 · 11:05 AM0b44…d17
Tamper-evident record · hash chain intact6 events
  • Every action, captured
  • One continuous record
  • Tamper-evident by design
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