Managed case support for personal injury firms

Trained help where your cases pile up.

We find where work is stuck in your firm, match it to one of our standard roles, and give you a trained specialist in about 7 business days, managed alongside your team. Every stage, from intake to settlement. One flat monthly rate.

Get a Fit Assessment See how it works
Angel Reyes & Associates

Angel Reyes & Associates grew from about 120 to about 1,900 cases a month with ClaimUp specialists on their case teams.

Personal injury firms that work with us
Angel Reyes & AssociatesMike Morse Law FirmWisehart Wright Trial LawyersThe Morgan Law GroupEstrada Law GroupAllen Law GroupShulman & HillKash LegalAngel Reyes & AssociatesMike Morse Law FirmWisehart Wright Trial LawyersThe Morgan Law GroupEstrada Law GroupAllen Law GroupShulman & HillKash Legal
IntakeRecordsClaimsDemandLitigationSettlement

End-of-day report

Today
Ana R.Intake Specialist
Leads handled
31
Qualified leads
14
Retainers signed
6
Roadblock today

“Two leads asked for Spanish. I handed them to Carla and both signed.”

The problem

As a firm grows, cases stall in the same places.

Work piles up at every stage, from intake to settlement, wherever nobody owns the follow-up. Most firms start with us where the pile is biggest, then we work the rest of the line.

IntakeRecordsClaimsDemandLitigationSettlementMost firms start with us here

New software helps, but a file still needs someone to chase it. And hiring another person helps for a month. Then someone has to train them, check their work and cover when they leave. Usually your best case manager.

How we're different

We're not a staffing agency.

An agency places a person and moves on. We train them, manage them with you, track their work and fix problems.

Hiring on your own

  • Who trains themYou do, on top of your cases
  • Who manages themYou do
  • How you stay informedWhatever you ask for
  • Who hears about a problem firstYou, often from a client
  • If someone leavesYou recruit and train again

A staffing agency

  • Who trains themYou do
  • Who manages themYou do
  • How you stay informedWhatever you ask for
  • Who hears about a problem firstYou
  • If someone leavesThey send someone new. You train them.

ClaimUp

  • Who trains themWe do, before day one
  • Who manages themWe do, together with you
  • How you stay informedDaily reports we read the same day. You get a Friday update and a monthly review.
  • Who hears about a problem firstWe do. It's in the report the same day.
  • If someone leavesWe replace and train them at no extra cost
What we cover

The whole case, from intake to settlement.

Most firms start with intake or medical records, where the pile is biggest. We have 16 standard roles across six stages. Pick a stage to see its main role and what lands in its daily report.

IntakeClaimsRecordsDemandLitigationSettlement
Intake

Intake Specialist

Answers and follows up on every new lead, checks whether the case fits your firm, and gets the retainer signed, so good cases don't go to the next firm on the list. Bilingual where you need Spanish.

In their daily report
  • Leads handled
  • Qualified leads
  • Lead follow-ups
  • Retainers sent and signed
Records

Medical Records Specialist

Requests medical records and bills from providers, follows up until they arrive, checks them for gaps and files them in order in your case software.

In their daily report
  • Records requests sent
  • Provider follow-ups
  • Documents received
  • Requests still outstanding
Claims

Insurance Claims Specialist

Opens claims, confirms coverage and policy limits, follows up with adjusters and keeps the claim file current, so the rest of the case isn't waiting on insurance.

In their daily report
  • Adjuster follow-ups
  • Requests sent
  • Documents received
  • Files completed and handed off
Demand

Pre-Lit Case Manager and Demand Specialist

Keeps clients in touch through treatment, tracks which cases are ready for demand, and puts the demand package together for your attorney to review.

In their daily report
  • Client check-ins
  • Cases still in treatment
  • Cases ready for demand
  • Cases closed
Litigation

Litigation Legal Assistant

Keeps the docket current, tracks every deadline and organizes discovery, so your litigation team spends its time on the case.

In their daily report
  • Deadlines coming up
  • Deadlines at risk
  • Issues raised to your team
Settlement

Lien Resolution and Settlement Closing

Works liens down, processes disbursements and closes the file, so settled cases don't sit open waiting on paperwork.

In their daily report
  • Liens resolved
  • Disbursements processed
  • Files fully closed

Every role is a standard ClaimUp role, with its own training and daily report, then trained on your firm's process before day one. Start with one role or build out the whole line.

What managed means

Every specialist reports every day.

At the end of every shift, each specialist files a report with us: what came in, what went out, what's still waiting and what got in the way. We read it the same day. You get the summary.

  • 1
    Numbers for their roleA records specialist reports requests and follow-ups. An intake specialist reports leads and signed retainers.
  • 2
    Problems the same dayRoadblocks go in the report, so we hear about a slow portal or a stuck file the day it happens.
  • 3
    Your Friday update and monthly reviewA ClaimUp manager reads every report, coaches your specialist, and sends you a weekly update and a monthly review. Anything urgent reaches you the same day.

End-of-day report

Friday
Joy D.Medical Records Specialist
New cases received
6
Records requests sent
18
Provider follow-ups
24
Documents received
11
Files completed and handed off
3
Requests still outstanding
37
Roadblocks today

“A provider portal was down from 10 to 11 am. I called the billing office instead and moved four requests to phone.”

Provider follow-ups this week
19
22
21
26
24
Example of the daily report a specialist files with ClaimUp.
Results

One firm's growth, one role at a time.

120cases a month, at the start
1,900cases a month, today

Angel Reyes & Associates handled about 120 cases a month when they started with ClaimUp. Today it's about 1,900, with our specialists inside their case teams.

Angel Reyes & Associates
When someone leaves
5days

In September, a firm asked us to replace a specialist. They picked the new person five days later.

Get a Fit Assessment
What firms tell us

  • “If I could clone her, I would.”

    Leida GayleClaims & Insurance Manager, Shulman Hill · on her ClaimUp specialist

  • “We’d love to show our appreciation for all their hard work and incredible results.”

    Tanya HyacintheIntake Director, Mike Morse Law Firm · after a record-breaking week with the ClaimUp intake team

  • “He’s fantastic on the records. We’re getting those back in a timely manner.”

    Rachel LinesDirector of Operations, Smith & Lee · on their Medical Records Specialist

  • “We were very impressed with the quality of it and the thoroughness of it, and very easy to follow along.”

    Cassi SearsManager, Legal Assistants Pre-Litigation, William Mattar · on the training videos ClaimUp built for the firm

  • “Thank you for everything. Your support all the time, your communication is great.”

    Alikhy Leiva-CrespoPeople Operations Manager, Morgan Law Group

  • “I like that end of day reporting structure.”

    Laura AntenucciTittle & Perlmuter · on ClaimUp’s daily reports
How to start

From first call to a trained specialist.

145 minutes

Fit Assessment

A video call on where work piles up in your firm. You get a written proposal within 24 hours.

2About 7 business days

You pick the person

We match the work to a standard role and find candidates. You interview two or three and choose. Harder roles take up to 14 days.

3Before day one

We train them

Injury-case basics, then the workflow for their role, then your firm's way of working. We record your team doing the task, so you don't pull a manager off cases to train.

4Every day after

We manage with you

Daily reports, regular check-ins and a ClaimUp manager. If someone isn't working out, we coach first and replace if needed.

Start with one or two roles. Most firms do, then add more once the first ones are working.

Get a Fit Assessment
Our people

The people doing the work.

Our specialists work from the Philippines and Latin America. They come with experience in US injury work, and we keep training and coaching them for as long as they're with you.

  • Bilingual where you need it. Specialists from Latin America cover work that needs Spanish.
  • Set up to work. We provide the computer, time tracking and daily targets.
  • In your systems. They work in your case software, whether that's Filevine, Litify, Clio, CASEpeer, SmartAdvocate or another, and follow your process.
  • Trained through ClaimUp University. We vet and train every specialist before they start. After they start, the training and coaching continue.
  • Your clients' data stays protected. Each specialist only gets access to the systems their role needs. Logins are never shared, client data stays in your systems, and access is removed right away when someone leaves.
Your roadmap

Start with relief. Grow into leverage.

The first role takes the pile off your plate. Over time, the same approach gives every stage of a case a clear owner.

Your first 12 months
Month 1Month 4Month 7Month 1012You start here
Stage 1 · Months 1–3

Relief

Take the pile off your plate first, starting where it's easiest to plug in: usually intake, medical records or insurance claims.

Stage 2 · Months 4–6

Stability

Make the work run the same way every day, with training, check-ins, daily reports and a ClaimUp manager who co-manages with you.

Stage 3 · Months 7–9

Structure

Give each stage of a case a clear owner, so cases move like an assembly line.

Stage 4 · Months 10–12

Leverage

Grow your caseload without growing in-house headcount, and put the savings back into marketing.

We can put good people in all day long. If the structure around them isn't right, it only goes so far. So we fix both, one stage at a time.

Pricing

One flat rate per seat.

You pay ClaimUp one monthly rate for each specialist, billed at the start of the month. We handle their pay, equipment and day-to-day management.

$12per hour

Most roles

About $2,080 a month for a full-time specialist.

$14per hour

Senior and bilingual roles

For roles that need more experience or Spanish.

$200per seat, per month

Training and management

Training before day one, daily reports and your ClaimUp manager.

Get a Fit Assessment We'll price your first role on the call.
Questions

What firms ask us.

Are you a staffing agency?

No. An agency places a person and leaves. We train them, manage them with you, track their work and fix problems, like an outside accounting firm, but for case work.

How do you keep our client data safe?

Each specialist only gets access to the systems their role needs, and they work inside your systems, so client files stay there. Logins are never shared. We check each specialist's ID before they start, and we remove their access right away if they leave.

How are they trained for US injury cases?

In stages: injury-case basics before they start, then the workflow for their role, then your firm's way of working. We record your team doing the task and turn it into training, so you don't pull your manager off cases. After they start, they keep training and coaching with us through ClaimUp University.

What if someone doesn't work out?

Tell us. Most problems get fixed with coaching. If not, we replace them at no extra cost. We start recruiting within 5 business days, and you interview and pick the new person.

How fast can someone start?

About 7 business days for standard roles, and up to 14 for harder ones. You interview two or three candidates and pick.

Are they bilingual?

Some are. Bilingual specialists from Latin America cover work that needs Spanish, at $14 an hour. Roles that don't need Spanish are English-only.

Where do they work?

Mostly from home, with time-tracking software, daily targets and check-ins. We provide the computers, and you sign one service agreement with us.

We tried offshore help before. Why would this work?

Most offshore setups fail for three reasons: no injury-case training, no quality checks, and nobody managing the person. That's the part we do. Start with one or two roles and judge us on that.

CASEFLOW
Mark Porter & Yader Baltodano
The book

Why caseflow breaks as firms grow, and how to fix it.

Our co-founders, Mark Porter and Yader Baltodano, wrote CASEFLOW for personal injury firm owners. It covers why firms hit a ceiling as they add people, and how to build caseflow that holds up as the caseload grows.

Request a copy
Next step

Start with a 45-minute Fit Assessment.

No pitch, no prep. If it's not a fit, we'll say so.

  • What we'll askHow many cases you're moving and where they slow down, where your team is stretched, and what you've already tried.
  • What you getA short read on where work piles up in your firm, and what a first role would look like: scope, hours and cost.
Book your Fit Assessment

Not ready to book? Request the CASEFLOW book or write to us at hello@claimup.com

Get a Fit Assessment