Document 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 demoBLUE CROSS BLUE SHIELD OF TEXAS
Subrogation & Reimbursement Unit
RE: Reimbursement claim - Claimant M. Martinez
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: $18,472.55
Remit payment to: BCBSTX Recovery, P.O. Box 21311, Dallas, TX 75211
Counsel of record: Martinez & Cole LLP
Recovery Specialist, Subrogation Unit
Lienholder
Blue Cross Blue Shield of Texas
Jurisdiction
Texas
Asserted amount
$18,472.55
Remit to
P.O. Box 21311, Dallas, TX
Counsel of record
Martinez & Cole LLP
Potential lien detected
ERISA-governed plan asserting a first-priority reimbursement right. Flagged as an enforceable subrogation lien.
It reads every file
Knows what it's looking at, pulls what matters.
Document intelligence turns a case's pile of files into a record you can act on. The reading, sorting, and data entry are done before anyone opens the first page.
Recognized on sight
- Medical records
- Settlement releases
- Hospital & provider liens
- EOBs & remittances
- Payoff letters
- Health-plan subrogation notices
- Police & crash reports
- Case expense ledgers
- Demand letters
- Disbursement statements
- Client intake summaries
- Medicare conditional-payment letters
- Retainer agreements
- Wage-loss documentation
Extracted, and cited
- Document type
- Lienholder & carrier
- Payment method & remit-to
- Jurisdiction
- Attorney of record
- Key dates & amounts
See it in action
From your case management software and back, in a few clicks.
The whole round trip, in motion: a matter pulled from your case management system, every file read and classified, each value checked against its source, and the finished statement pushed back.
BLUE CROSS BLUE SHIELD OF TEXAS
Subrogation & Reimbursement Unit · Dallas, TX
RE: Reimbursement claim - Claimant M. Martinez
Our records reflect that medical benefits totaling $18,472.55 were paid on behalf of the above-referenced claimant in connection with the incident described in your notice of representation.
As plan administrator, Blue Cross Blue Shield of Texas asserts a right of reimbursement against any settlement, judgment, or recovery obtained on the claimant's behalf.
Payment in satisfaction of this claim should be remitted to P.O. Box 21311, Dallas, TX 75211, referencing the claim number above.
Settlement amount
$18,472.55
Lienholder
Blue Cross Blue Shield of Texas
Remit to
P.O. Box 21311, Dallas, TX
01 / 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.
NOTICE OF REIMBURSEMENT INTEREST
BCBSTX PPO · Group #TX-2231 · March 14, 2026
This letter serves as formal notice of the Plan's interest in any recovery obtained by the claimant arising from the referenced incident.
The Plan is a self-funded employee welfare benefit plan governed by ERISA, and asserts a first-priority right of reimbursement against any settlement or recovery, without reduction for attorney's fees or the make-whole doctrine.
Nothing herein shall be construed as a waiver of the Plan's rights under the plan document or applicable law.
Potential lien detected
ERISA plan, first-priority reimbursement right. Flagged as a subrogation lien.
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.
NOTICE OF REIMBURSEMENT INTEREST
BCBSTX PPO · Group #TX-2231 · Page 1 of 3
The Plan asserts a first-priority right of reimbursement against any settlement, judgment, or recovery obtained by the claimant in connection with the referenced incident.
Such reimbursement shall be made without reduction for attorney's fees, costs, or the make-whole doctrine, to the fullest extent permitted under the governing plan document.
This notice is issued pursuant to the terms of the plan and applicable federal law, and does not waive any right the Plan may hold.
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.
MEMORIAL HERMANN - BILLING STATEMENT
Patient M. Martinez · Acct #5592014
To whom it may concern: the itemized charges below reflect services rendered to the above patient in connection with the referenced claim.
Payment is due within 30 days of the date of this statement. Please remit to BCBSTX Recovery, P.O. Box 21311, Dallas, TX 75211, referencing the account number shown above.
This statement is furnished in connection with the referenced claim and is not a demand for payment where a third-party payer is responsible. Direct billing inquiries to (713) 555-0142.
Billing Office · Memorial Hermann Health System · Houston, TX
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.
Closeout complete
Pushing to Clio…
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.
The AI does the reading. You keep the judgment.
Every value comes with its source page to confirm. Extraction runs under a HIPAA business associate agreement, with zero retention.
Questions, answered
Document intelligence, in plain terms.
It reads the documents in a case and turns them into structured data. Every file you pull from your case management system or upload is identified by type and mined for the fields that matter, so you start from a record, not a stack of PDFs.
Medical records, settlement releases, hospital and provider liens, EOBs, payoff letters, subrogation notices, police reports, and expense ledgers, identified by content, not by filename.
Document type, lienholder or carrier, payment method and remit-to address, jurisdiction, attorney of record, key dates, and amounts, plus any custom fields you define. Every value is cited to its source page for you to confirm.
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.