Medical Intelligence support built around the firm
A Firm Intelligence Account supports service funding, matter continuity, standardized preferences, workspace access, and recurring medical-intelligence workflow without promising unlimited labor or immediate case starts.
Current catalog · effective 2026-09-02
Starting prices reflect a defined record set and review scope. Final pricing depends on record volume, record quality, number of facilities, date range, specialty, urgency, requested depth, supplemental records, OCR quality, duplicate burden, and requested verification level. Every engagement is confirmed in writing before production begins.
Fit: One isolated matter or first engagement.
One isolated matter or first engagement with normal intake, a written scope, and an approved price.
No service bank or reserved start.
Fit: Best after an initial paid project.
Keep one evolving matter organized after the initial engagement. Maintain the workspace, approved firm preferences, supplemental-record history, and a monthly service bank for focused approved updates.
No guaranteed monthly major deliverable and no reserved substantive start.
Fit: Recommended for solo and small firms.
Create predictable medical-intelligence workflow for recurring matters. Receive priority intake, multiple matter workspaces, standardized preferences, one reserved substantive start opportunity each month, and a service bank applied to approved work.
Work beyond available bank requires written approval.
Fit: Designed for multi-attorney firms.
Coordinate several medically complex matters across the firm with portfolio visibility, standardized preferences, multiple users, two reserved start opportunities each month, dedicated planning, and a senior QA pathway.
Availability remains scope- and capacity-dependent.
Fit: Available after capacity review.
Build a customized review-capacity and workflow relationship around your matter volume, specialties, users, reporting, and service standards.
Offered only after reviewer capacity and operations are proven.
Service-bank controls
Each monthly payment funds an equal-dollar service-bank lot with its own funding date and 90-day expiration date.
Every chronology, screening, Case Review, update, or support assignment receives a written scope and approved price before production begins.
Available service-bank value is reserved and consumed oldest-first against approved work.
If approved service revenue exceeds available bank value, the remaining amount is invoiced only under the written scope and approval process.
Utilization statements show funding, reservations, consumption, adjustments, expiration, and remaining value by lot.
Cancellation stops future funding after the contractual notice period. Existing approved work and eligible service-bank value follow the agreement’s 30–60 day wind-down rules; funds are not converted to cash.
Practical examples
Why maintain continuity
Keep published reports, record gaps, approved actions, communications, and supplemental work connected as the matter evolves.
Avoid rebuilding the medical history and review context whenever new records arrive or a new litigation need emerges.
Use reserved start opportunities and capacity reviews without treating membership as unlimited labor.
Give authorized users a clear view of active matters, service-bank activity, published work, and pending decisions.
Data trust
Raw client records, narratives, findings, and strategy are not pooled across firms or used to train a shared model. Access is limited by authorized matter, user role, and engagement.
Frequently asked questions
No. Every substantive service remains separately scoped. The account funds approved service value and may provide intake or start-opportunity benefits according to the selected plan.
No. Credits reduce the amount currently due. They do not reduce service revenue, reviewer compensation, required QA, or pricing and margin controls.
Each funding lot has a 90-day credit life. Oldest eligible value is used first. Unused value expires according to the Firm Intelligence Account agreement and has no cash value.
No. An account does not guarantee access to Dwayne, a specific reviewer, a result, or a quantity of labor. Assignment remains subject to scope, specialty, conflicts, authorization, quality, and capacity.
Yes. A Firm Intelligence Account is not required for an initial or one-time Critical Timeline engagement.
Founding Firm Intelligence Program
Tell us how many medically complex matters your firm manages, where review delays occur, and what support recurs. We will determine whether a Firm Intelligence Account or a project engagement is the better fit.
A Firm Intelligence Account is not unlimited labor, a guaranteed outcome, or guaranteed access to Dwayne Adams, RN or any specific reviewer.