The whole case, from intake to settlement.
We have 16 standard roles across six stages. Each comes with its own training and daily report, and every specialist learns your firm's way of working before day one.
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.
Intake Coordinator
Onboards new clients and fills in missing intake details.
Quality Control Specialist
Checks new files are complete and correct.
- Leads handled
- Qualified leads
- Lead follow-ups
- Retainers sent and signed
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.
Document Retrieval Specialist
Gets police reports, wage records and other proof.
- Records requests sent
- Provider follow-ups
- Documents received
- Requests still outstanding
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.
- Adjuster follow-ups
- Requests sent
- Documents received
- Files completed and handed off
Cases ready for demand sit while someone finds time to build the package.
Price a demand teamPre-Lit Legal Assistant
Keeps pre-lit files organized and moving.
Pre-Lit Case Manager
Keeps clients in touch through treatment and tracks which cases are ready for demand.
Demand Specialist
Puts the demand package together for your attorney to review.
- Client check-ins
- Cases still in treatment
- Cases ready for demand
- Cases closed
Deadlines and discovery land on whoever is free that day.
Price a litigation teamLitigation Legal Assistant
Keeps the docket current, tracks every deadline and organizes discovery, so your litigation team spends its time on the case.
Scheduling Coordinator
Books depositions, hearings and mediations.
Document Management & Retrieval Specialist
Handles subpoenas, productions and exhibits.
Litigation Case Manager
Runs litigation files day to day with your attorney.
- Deadlines coming up
- Deadlines at risk
- Issues raised to your team
Settled cases stay open for months waiting on liens and disbursements.
Price a settlement teamSettlement Documentation Specialist
Prepares settlement statements and packages.
Lien Resolution Specialist
Finds liens and works them down.
Settlement Closing Coordinator
Handles payouts and closes the file.
- Liens resolved
- Disbursements processed
- Files fully closed
Every role works the same way.
Trained before day one
Injury-case basics, then the workflow for their role, then your firm's way of working.
In your systems
They work in your case software, whether that's Filevine, Litify, Clio, CASEpeer, SmartAdvocate or another, and follow your process.
A report every shift
Every specialist files a daily report with us. We read it the same day, so a stuck file doesn't wait a week.
Managed with you
A ClaimUp manager coaches them and sends you a weekly report every Friday and a monthly review.
Start with one stage. Add the next when it's ready.
Most firms start with a team of three on the stage that's furthest behind, then add stages as the work grows.
Start where it piles up
One stage, one team, trained on your firm's way of working before day one.
Managed from the first week
A written scope, a named ClaimUp manager, a weekly report on the work, backup coverage and a fix process.
Add stages as you grow
When the next stage starts to back up, the next team goes there.
Not sure which stage is furthest behind? Six questions, two minutes.
See where you're stuckWhere is work piling up in your firm?
On the Fit Assessment, Brady matches the work to our standard roles and tells you what a first team would take on. You get a written proposal within 24 hours.
30 minutes with Brady. No prep.