Product No. 02 · Prelitigation

Records requested on day one. The complaint drafted the day the last one lands.

Built. Request a demo and watch it run on your cases.

The day the retainer comes back signed, Execute requests the records, tracks them, and chases every provider for the life of the case. The early letters are drafted as the file supports them. The moment the last record arrives, the summons and complaint are drafted and ready to file. All of it waits for your approval, and none of it waits for a free pair of hands.

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Your firm’s work never trains other firms’ systems Your case management system remains the system of record Nothing filed or sent without attorney sign off
The pain

Early case work is a list of small jobs that each wait for a free pair of hands: the records nobody has requested, the provider nobody has chased, the preservation letter that goes out a month late. None of it is hard. All of it steals time from the work that moves the case.

The cases that resolve best are the ones worked from day one. Right now the pile decides which cases those are. It should not.

Medical records requested on day one, chased for the life of the case.

Records are the early case work that never ends: new providers surface as treatment continues, requests need chasing, and every facility produces in a different format. Execute runs that whole cycle on every case, so your team reviews records instead of fighting for them.

Figure 1

The continuous loop

Runs for the life of the case

  1. Identify providers
  2. Send requests
  3. Chase on schedule
  4. File + summarize

The one workflow that never finishes, which is exactly why it should never wait for a free pair of hands.

The full answer: how firms automate medical records requests

How it runs

Everything you do early in a case, expedited.

  1. Record requests go out on day one

    Providers identified from the intake and the treatment updates. Requests drafted with the right authorizations and sent the way each provider accepts them, secure fax included.

  2. The chase runs on schedule

    Reminders fire when a provider goes quiet. Nobody has to remember, because Execute never forgets.

  3. Arrivals file themselves

    Every record that arrives is filed to the case, indexed, and summarized for attorney review.

  4. The early letters draft themselves

    Letters of representation, preservation letters, and the demand package when the records support it, drafted for your approval instead of waiting for a free afternoon.

  5. The summons and complaint are ready when the case is

    Drafted from the intake facts and the records already gathered, against templates built for your jurisdiction. The attorney reviews, approves, and files the day the case is ready.

What changes

Day one work happens on day one, on every case.

✓

Records arrive while cases are young

Demands and complaints get built on complete records instead of waiting on them.

✓

The chase leaves your team’s desks

Your people keep the judgment calls and lose the portals, the reminder faxes, and the fax confirmations.

✓

Filing timing becomes strategy, not triage

When the case is ready, the complaint is ready.

✓

Attorney hours go back to the case

Requesting records, chasing providers, and assembling the file stop eating the week.

Next product · File No. 03
Litigation. Discovery demands pulled from the court’s system and answered.

Count the unsent requests in your newest case. Then request a demo.

Request a demo, and we’ll run Execute on a few of your real cases. You watch it work.

Prefer to talk? Call 212 206 2520.