Closeout Copilot
Ask anything. Across every case.
An AI assistant that knows every case in your firm. Ask one case a question. Ask the whole firm a question. Answers come back in seconds, with citations.
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
The problem
Your firm's knowledge is locked in PDFs.
Every case file holds answers. Medical questions, lien questions, settlement strategy questions. But the answers live in 50-page PDFs across hundreds of cases. By the time you've opened the right document, the question has gone stale. Your firm's intelligence is real. It just isn't queryable.
What it does
One assistant, two scopes, one query language.
Case-level
Every question, with citations.
Ask a case anything: the carrier's last position, the open follow-ups, the demand letter draft, the medical timeline. Closeout pulls from the file and shows you the source.
Firm-wide
Every case, in one query.
“Which cases have unresolved Medicare liens older than 60 days?” “Which paralegals are over capacity?” Get the answer, with the cases listed, in seconds.
Documents
Find the clause across the firm.
Search every settlement agreement, every plan, every policy, across every active case. The institutional memory you wanted, finally indexed and queryable.
Workflow
What's next, on this case.
Closeout knows where each case sits in the closeout sequence. Ask “what's the next step” and get a real answer based on case state, not a generic checklist.
How it works
Question to action in four steps.
Ask
Type a question, case or firm
Closeout queries
Files, structured data, history
Answer arrives
With citations, in seconds
Take the next step
Linked actions, not just text
Outcome
Your firm's knowledge, queryable. Answers in seconds, not hours.