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.
Request a demoCloseout Intelligence
Every document in the case, read on arrival and turned into a record your team can act on.
Subrogation Intelligence
A directory of carriers and the recovery vendors behind them, kept current: where the check goes, and how hard you can push.
- 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.
Lien Negotiation
Every charge priced against Medicare benchmarks, then the reduction request drafted for you.
Evidence Matching
A dated, page-cited care history, with every charged line matched to the treatment that proves it.
Lien claimed
$24,815.00
4 line items
Ask Sol
Ask one case or the whole firm in plain English, and get an answer cited to the document.
AI assistant · Not legal advice
Electronic Disbursement
Every payee on one balanced screen, released only after the client signs and an attorney authorizes.
Workspace
Open a case and the writing is half done: drafts, a chronology and the jurisdiction's rules, all from the file itself.
Demand letter
To Allstate · on firm letterhead · 4 sections
Re: Marcus Johnson · Claim 0448-221-A · Date of loss September 11, 2025
On September 11, 2025, Mr. Johnson was taken by ambulance to Bayshore Regional Medical Center following a rear-end collision on I-45.1 He was diagnosed with a cervical strain and a right shoulder labral tear.2
Over the following four months he attended 26 visits across six providers, including two MRIs and a course of physical therapy.3 Billed charges total $165,589.00.4
Your insured's liability is not in dispute: the police report places her vehicle striking Mr. Johnson's from behind while he was stopped in traffic.5
Section 3, Damages, drafts from the itemized bills and the chronology
Footnotes
Drafts on this case
3- Demand letter · AllstateEdited today · 4 sections
- Lien dispute · Bayshore RegionalSep 17 · 3 sections
- Medical summarySep 16 · saved to Documents
Built for everything after the settlement.
Capability
What is included
How it helps your firm
Case inbox
Every case has its own email address. Forward a lien letter from your inbox and it lands on the case; replies to anything you sent come back on their own; faxes arrive in the app. Nothing is downloaded to your machine and uploaded again.
Sort and file from one place. Nothing sits on a desktop.
Lien identification
The lien engine reads each letter as it lands: it picks out the lienholder, the claim and the amount, opens the lien and its payoff record, and flags Medicare and Medicaid. The ones you knew about and the ones that surface late.
Nothing owed gets missed, and nothing gets paid twice.
Subrogation directory
Every commercial health carrier and the recovery vendor behind it, with the verified contact, the remit-to address, what to send so the payoff is not kicked back, and whether the plan is self-funded ERISA or fully insured.
Start from the right entity, not a guess, and know how hard you can push.
Payoff requests and follow-ups
Final payoffs can only be asked for once there is a settlement figure. Templated requests go from the paralegal's own mailbox, with follow-ups on a schedule you set until the payoff is recorded.
The chasing runs itself. Weeks of reminders, gone.
Payoff verification
Payoff letters are read for the amount and good-through date. One click to verify; nothing can be paid at an unverified figure.
The number on the statement is the number in writing.
Reduction guidance
The arguments that apply to each lienholder (Medicare, ERISA, made-whole, common fund), a drafted reduction letter, and every offer and counter tracked.
Ask for the right reduction with the right reasons, every time.
Settlement statement
Fees, costs, every lien at its final figure and the client's net, locked, then generated as the statement.
The statement can never disagree with the numbers behind it.
Client portal
One link for the client. They verify who they are and sign the statement from their phone, with a certificate of completion appended, and they send you documents, photos and evidence from the same place, filed straight to the case.
No printing, no office visit, no chasing a signature or a photo.
Electronic disbursement
The attorney authorizes; whoever prepared a payment cannot approve it. The client, every lienholder, costs and the fee are paid from trust in one run, and a matter ledger tracks what came in, what cleared and what went out.
Trust money moves only when the attorney says so, and the ledger proves it.
Ask Sol
Ask the case a question and get an answer from its documents, with sources. Or ask across the firm: what came in this week, what settled this year.
The answer you would otherwise wait an hour for.
Integrations
Import the matter from Clio and push the finished packet back. Send from your own Microsoft 365 or Google Workspace mailbox. Fax in and out.
Keep your case management system. Nothing to migrate, no double entry.
Case inbox
Every case has its own email address. Forward a lien letter from your inbox and it lands on the case; replies to anything you sent come back on their own; faxes arrive in the app. Nothing is downloaded to your machine and uploaded again.
Sort and file from one place. Nothing sits on a desktop.
Lien identification
The lien engine reads each letter as it lands: it picks out the lienholder, the claim and the amount, opens the lien and its payoff record, and flags Medicare and Medicaid. The ones you knew about and the ones that surface late.
Nothing owed gets missed, and nothing gets paid twice.
Subrogation directory
Every commercial health carrier and the recovery vendor behind it, with the verified contact, the remit-to address, what to send so the payoff is not kicked back, and whether the plan is self-funded ERISA or fully insured.
Start from the right entity, not a guess, and know how hard you can push.
Payoff requests and follow-ups
Final payoffs can only be asked for once there is a settlement figure. Templated requests go from the paralegal's own mailbox, with follow-ups on a schedule you set until the payoff is recorded.
The chasing runs itself. Weeks of reminders, gone.
Payoff verification
Payoff letters are read for the amount and good-through date. One click to verify; nothing can be paid at an unverified figure.
The number on the statement is the number in writing.
Reduction guidance
The arguments that apply to each lienholder (Medicare, ERISA, made-whole, common fund), a drafted reduction letter, and every offer and counter tracked.
Ask for the right reduction with the right reasons, every time.
Settlement statement
Fees, costs, every lien at its final figure and the client's net, locked, then generated as the statement.
The statement can never disagree with the numbers behind it.
Client portal
One link for the client. They verify who they are and sign the statement from their phone, with a certificate of completion appended, and they send you documents, photos and evidence from the same place, filed straight to the case.
No printing, no office visit, no chasing a signature or a photo.
Electronic disbursement
The attorney authorizes; whoever prepared a payment cannot approve it. The client, every lienholder, costs and the fee are paid from trust in one run, and a matter ledger tracks what came in, what cleared and what went out.
Trust money moves only when the attorney says so, and the ledger proves it.
Ask Sol
Ask the case a question and get an answer from its documents, with sources. Or ask across the firm: what came in this week, what settled this year.
The answer you would otherwise wait an hour for.
Integrations
Import the matter from Clio and push the finished packet back. Send from your own Microsoft 365 or Google Workspace mailbox. Fax in and out.
Keep your case management system. Nothing to migrate, no double entry.