Workspace
Open the case. The writing is half done.
Demand letters, lien disputes and medical summaries drafted from the file itself, footnoted to the page. The chronology built from the records. The jurisdiction’s rules checked. One case at a time.
Request a demoMedical chronology
26 events · 6 providers · $165,589.00 billed
Read into the chronology
2- 04_Medical_Records_Packet.pdfSep 16, 2026 · Medical Records
- Chronology memo Johnson v. Allstate.pdfSep 16, 2026 · Medical Records
How it works
Four tabs on the same file.
Ask the case while you work
Sol reads the file beside you: the liens, the chronology, the documents. Ask what the adjuster last offered or which provider billed the MRI, and the answer cites the page. Conversations are kept per case, and the ones you come back to can be pinned.
The letter, drafted from the file
Start a demand letter, a lien dispute, a medical summary or a chronology memo. Each section is drafted from the case's own documents, every sentence footnoted to the page it came from, on your letterhead. Edit it in your own words and save it to the case as a PDF.
Every visit, dated and cited
Built from the medical records: each treatment event with its provider, date of service, codes and billed amount, cited to the page. Read it as a timeline, a month calendar, a grid by type, a table, or by provider, with the gaps in treatment called out.
The jurisdiction's rules, checked
The rules that apply to this case in this state, hospital lien deadlines, Medicare conditional payments, ERISA plan funding, each one a checkbox with the law behind it a click away, and the automatic checks under them.
Why it earns its place
The desk where the closeout gets written.
Footnoted, not fabricated
Every drafted sentence carries a citation to the document and page it came from. Click the footnote and the source opens on that page with the line highlighted.
One chronology, five ways to read it
Timeline for the story, calendar for the density, grid for the pattern, table for the numbers, provider for the bill. The same events, whichever the question needs.
Rules you would otherwise have to remember
Guidance evaluates the jurisdiction's rules against the facts on the case, so the 72-hour notice or the conditional payment request is on the list before it is a problem.
Sol on the same screen
No switching tabs to ask a question about the file you are writing about. Sol answers from this case, cited, while the draft stays open.
Any citation opens the page
From a draft footnote, a chronology chip or a Sol answer, the document opens full-page on the cited page, and the panel beside it shows what was read from that page.
Say it, then file it
A three-minute voice note from anywhere in the case, transcribed into a note you can keep. For the thought you would otherwise lose between the call and the desk.
Workspace
Stop starting from a blank page.
Open the case. The draft is already written.
Questions, answered.
From the file, not a template. Each section is drafted from the case's own documents and the chronology, with a numbered citation on every claim. It is a first draft in your firm's voice for you to edit; nothing goes out until you send it yourself.
Every sentence is footnoted to the document and page it came from, and the footnote opens that page with the line highlighted. If a claim has no citation, it is not in the draft.
To the case's Documents tab as a PDF on your letterhead, with its sources listed at the end. It is a document on the case like any other, and Closeout does not scan its own drafts for liens.
The medical records you choose. Each build reads the documents you pick, and the rail beside the chronology shows exactly which ones it came from. Add a record later and you can rebuild with it included.
No. It is the jurisdiction's published rules evaluated against the facts on the case, with the source of each rule one click away, so an attorney can check them. The attorney decides.