Records · Demand · Scheduling
Case Operations
The hours-heavy middle of every PI case — chasing records, drafting demand letters, rescheduling clients — handled by three coordinated agents. Attorneys review, not assemble.
RARecords AgentDLDemand Letter AgentSCScheduling Agent
Medical Record Workflow
Requests move through the pipeline automatically. Stale requests trigger a follow-up at the 14-day mark without attorney touch.
Requested
1Alvarez v. Guerrero
Baylor Scott & White ER
Req Jun 14
Awaiting provider response
Follow-Up Sent
2Whitfield v. Metro Transit
Houston Methodist Ortho
Req Jun 6
Auto follow-up fired · 14-day interval
Nair v. Coastal Freight
Advanced Pain Mgmt
Req May 28
2nd follow-up · records promised Fri
Received
2Ruiz v. Delta Rideshare
St. Luke's Radiology
Req May 19
412 pages · Bates 0001–0412
Chen v. Prospect Plaza
Kelsey-Seybold PT
Req May 11
89 pages · assigned to summarizer
Summarized
1Martinez v. Reyes
Memorial Hermann
Req Apr 22
Chronology ready · linked to demand
Auto follow-up fired · Houston Methodist Ortho · Whitfield v. Metro Transit · 14 days since initial request · escalation logged
Demand Letter Accelerator
DLDemand Letter AgentManual
3–5 hrs
per demand · associate + paralegal
AI-assisted
~4 minstructured draft
Pulled from records, chronology, and damages ledger
Attorney review time drops from hours to minutes.
Ruiz v. Delta Rideshare
Demand Letter · Draft v1
Case Facts
MVA · rear-end collision · I-45 N at Beltway 8 · 03/14/2026
Liability
Defendant cited for FTMSD · police report ¶4 · uncontested
Injuries
C5–C6 disc protrusion · lumbar strain · left shoulder impingement
Treatment Chronology
22 visits · 03/15 ER → 06/09 orthopedic re-eval · pinpoint cites
Damages
Meds: $48,210 · Lost wages: $11,400 · Pain & suffering: $92,000
Demand
$185,000 · policy limits confirmed at $250k/$500k
Medical Chronology
Auto-generated from ingested records · Alvarez v. Guerrero
AI accuracy: 70–89% extractionRARecords Agent
03/14Date of Loss · MVA rear-end · airbag deployment
03/14ER visit · Memorial Hermann · CT c-spine + LS spine
03/19PCP follow-up · referred to ortho + PT
03/28MRI c-spine · C5–C6 disc protrusion 3mm
04/02PT initial eval · 3x/week × 6 weeks prescribed
05/17Ortho re-eval · epidural steroid injection recommended
06/09ESI #1 administered · pain 8/10 → 4/10
New Client Onboarding
Automated document collection · replaces manual paralegal chase
Priya Nair
100%Retainer · ID · HIPAA · Insurance decs · Wage auth
Marcus Whitfield
80%Awaiting wage authorization
Elena Alvarez
60%Retainer signed · insurance decs pending
Jordan Chen
40%ID + HIPAA received · retainer sent 2h ago
Appointment Scheduling
Voice agent handles inbound reschedules · zero staff involvement
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Rescheduled PT check-in call · Alvarez · Thu 2:00 PM
9:12 AM · Inbound voice · handled by Scheduling Agent
Booked deposition prep · Whitfield · Mon 10:00 AM
10:47 AM · Inbound voice · handled by Scheduling Agent
Confirmed IME appointment · Nair · Fri 8:30 AM
12:22 PM · SMS · handled by Scheduling Agent
Rescheduled attorney sync · Chen · Wed 4:15 PM
2:05 PM · Inbound voice · handled by Scheduling Agent
Records, demand, and scheduling agents coordinated by the Orchestrator — 24/7.
OROrchestrator82.6 attorney hrs saved · this month