Closeout Intelligence
Every document, read on arrival.
Every case begins as a stack of PDFs. Minutes later, it's a clean, cited record your team can act on, no skimming, no data entry.
Request a demoOPTUM · FOR UNITEDHEALTHCARE
Optum Recovery Services
RE: Reimbursement claim - Claimant M. Johnson
Date of notice: March 14, 2026
Jurisdiction: State of Texas
Our records reflect medical benefits paid on behalf of the claimant in connection with the incident referenced above.
This plan is governed by ERISA and asserts a first-priority reimbursement right against any settlement or recovery.
Total asserted reimbursement: $24,815.00
Remit payment to: Optum Recovery, P.O. Box 2789, Warminster, PA 18974
Counsel of record: Cole & Rhodes LLP
Recovery Specialist, Subrogation Unit
Lienholder
UnitedHealthcare (Optum)
Jurisdiction
Texas
Asserted amount
$24,815.00
Remit to
P.O. Box 2789, Warminster, PA
Counsel of record
Cole & Rhodes LLP
Potential lien detected
ERISA-governed plan asserting a first-priority reimbursement right. Flagged as an enforceable subrogation lien.
It reads every file
Every document read. Every lien found.
Recognized on arrival
- Intake forms
- Insurance cards
- Medical records & bills
- Hospital & provider liens
- EOBs
- Health-plan subrogation notices
- Medicare conditional-payment letters
- Medicaid & workers' comp notices
- Payoff letters
- Police & crash reports
Pulled out, cited to the page
Who may be owed, and the proof behind it.
- Who may be owed, and the plan type
- Member, group & claim numbers
- Amounts claimed & dates of service
- Remit-to & what a payoff needs
- Providers & treatment dates
- The page each value came from
From your case management software and back, in a few clicks.
Pull the matter in, read every file, push the finished statement back.
Request a demo01 / 05
Every value, cited and verifiable
Everything Closeout extracts is cited to the page it came from. Click any value, the settlement amount, the lienholder, the remit-to address, and jump straight to the source to verify it.
02 / 05
A lien can hide in a sentence
Closeout reads for the language that signals a lien, ERISA reimbursement terms, statutory hospital liens, and flags which one to look out for.
03 / 05
Search any document
Type a keyword and jump to every match, highlighted on the page and cited, instead of scrolling a hundred-page record by hand.
04 / 05
Itemized bills, line by line
An itemized bill is read line by line into a clean, structured table, dates, codes, descriptions, and amounts.
05 / 05
Sync to your Case Management System
Sync a matter from your case management system, Clio in the example here, and Closeout reads and classifies every file. When the closeout is done, the signed statement pushes right back to the matter.
Questions, answered
Closeout Intelligence, in plain terms.
Yes. It flags the language that signals a lien, like ERISA plan terms asserting a first-priority reimbursement right, so a lien buried in the wording never slips past.
Yes. Type a keyword and Closeout highlights every match and hands you the page citation, no scrolling a hundred pages by hand.
Yes, and you should. Everything is shown with its source page, and nothing is final until a person confirms it. The AI reads; your team decides.
Yes. Documents are encrypted and isolated to your firm. Extraction runs under a HIPAA business associate agreement with zero retention, and your data never trains shared models.
Closeout Intelligence
Every file read before you open it.
The liens found, every value cited to its page, nothing typed in by hand.