Closeout Copilot
Every case, one question away.
Visibility into every case and the whole firm. Ask one case or the whole pipeline, and answers come back in seconds, from real data, with citations. The insight that closes this settlement sharpens the next.
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 already knows. It just can't see.
Every case file holds answers: medical, lien, settlement strategy. But they live in 50-page PDFs across hundreds of cases, and the firm-wide picture lives in a spreadsheet someone updated last week. By the time you find the document, the question has gone stale. The intelligence is real. It just isn't queryable.
What it does
Insight across every case, on demand.
Case-level
Know any case without opening the file.
Ask a case anything: the carrier's last position, open follow-ups, the demand letter draft, the medical timeline. Closeout answers in seconds and shows you the source.
Firm-wide
See the whole pipeline at once.
“Which cases have unresolved Medicare liens older than 60 days?” “Which paralegals are over capacity?” The answer, with the cases listed, in seconds.
Documents
Institutional memory the firm keeps.
Search every settlement agreement, plan, and policy across every active case. The knowledge that used to walk out the door with turnover, finally indexed and queryable.
Workflow
Know the next step, not a checklist.
Closeout knows where each case sits in the closeout sequence. Ask “what's the next step” and get a real answer from case state, so nothing stalls unwatched.
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
Insight across every case. A firm that gets smarter with every settlement.