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 demoBLUE CROSS BLUE SHIELD OF TEXAS
Subrogation & Reimbursement Unit
RE: Reimbursement claim - Claimant 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: $18,472.55
Remit payment to: BCBSTX Recovery, P.O. Box 21311, Dallas, TX 75211
Counsel of record: Cole & Rhodes 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
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
Knows what it's looking at, pulls what matters.
Closeout 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
- Medicare conditional-payment letters
- Retainer agreements
Extracted, and cited
- Document type
- Lienholder & carrier
- Payment method & remit-to
- Jurisdiction
- Attorney of record
- Key dates & amounts
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.
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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.
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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.
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Itemized bills, line by line
An itemized bill is read line by line into a clean, structured table, dates, codes, descriptions, and amounts.
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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 the page it came from.
Watch it read one of your lien lettersQuestions, answered
Closeout 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.