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Case Medical Intelligence Packet — CMIP™

Full Medical Case Intelligence Report

Seven components. Every intelligence layer in a single deliverable — from executive snapshot through expert readiness brief.

From $1,500 · 5–10 business days · 7 components
Founder's Advantage

Payer-side utilization-management experience adds discipline to how the record is organized and stress-tested. The report identifies documentation thresholds, competing explanations, and likely areas of medical challenge while preserving uncertainty and the separate role of retained specialists.

Seven components

  • 01
    Executive Medical Snapshot

    5-minute case understanding for the attorney. Injury mechanism, medical picture, and the clinical question at the center of the dispute.

  • 02
    Source-Linked Chronology

    Bates-numbered timeline of clinically significant events, providers, diagnoses, and treatment decisions. AI-assisted extraction verified by physician review.

  • 03
    Injury–Treatment Coherence Map

    Does the documented treatment tell a coherent story given the mechanism and pathology? Identifies where the narrative holds and where it creates exploitable inconsistency.

  • 04
    Pre-existing Condition Dossier

    Complete documentation impact analysis of prior pathology. What the record shows and how the defense is likely to weight it.

  • 05
    Treatment-Gap & Documentation Analysis

    Every gap in treatment, provider transition issue, and documentation inconsistency — mapped with the pressure it is likely to create at mediation or trial.

  • 06
    Defense Vulnerability Analysis

    Utilization-review-informed mapping of where the record is most exposed. Ranked by pressure intensity.

  • 07
    Expert Readiness Brief

    Specialty match, key record issues the expert will face, clinical methodology and foundation concerns, and documentation that should be in place before expert engagement.

Starting Fee
$1,500
Scope-dependent on record volume
Turnaround
5–10 days
Confirmed at scope
Components
7
Source-referenced throughout

A CMIP engagement helps counsel decide whether specialist review is warranted and what documentation should be assembled before the expert begins. Firms may treat the fee as a case cost subject to their engagement agreement, applicable law, and case outcome.

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Integrated medical case intelligence

One source-linked report for the full medical decision architecture

The Full Medical Case Intelligence Report is intended for matters where a chronology alone is insufficient and commissioning several disconnected reviews would duplicate effort. It integrates the longitudinal record with causation, treatment, pre-existing disease, vulnerability, and expert-readiness analysis.

Complex files are frequently reviewed in fragments: a vendor builds a chronology, counsel identifies inconsistencies, a physician later examines causation, and a retained expert repeats much of the orientation work. The integrated report reduces that fragmentation by creating one indexed medical foundation from which the major questions are answered.

Comprehensive does not mean indiscriminate. The report is organized around the disputed issues and uses detail only where it changes the conclusion. Repetitive charting, copied problem lists, and routine normal findings are compressed; pivotal changes in symptoms, objective findings, treatment, function, and provider reasoning are preserved and sourced.

Review method

The five-stage build

01

Scope the medical questions

The engagement defines the injury theories, body regions, providers, date range, disputed services, and decisions the report must support.

02

Index and normalize the record

Duplicate records, repeated histories, conflicting dates, and provider episodes are reconciled into a source map before analysis begins.

03

Build the clinical trajectory

The chronology emphasizes changes that matter: onset, escalation, objective correlation, intervention, response, setbacks, function, and future plan.

04

Analyze across connected domains

Causation, pre-existing disease, treatment necessity, gaps, functional evidence, adverse reports, and documentation quality are evaluated together rather than in silos.

05

Synthesize for action

The executive section identifies what is strong, what is uncertain, what is vulnerable, and what record or expert action should occur next.

Inputs

Scope controls are essential

A genuine comprehensive report cannot be offered as unlimited review. The quote defines the record volume, providers, specialties, date range, imaging inputs, billing work, and revision assumptions.

  • Complete prioritized medical record with stable page or Bates references
  • Known prior records and subsequent-event records that affect causation
  • Adverse reports, expert materials, denials, demands, or evaluations
  • Counsel’s case theory, disputed questions, and procedural deadline
  • Separate billing files when charge and necessity analysis is included
Deliverable

Core components of the finished report

The precise section order is adapted to the case, but the report normally provides an executive layer, a source layer, and an analytical layer.

  • Decision-focused executive medical snapshot
  • Source-linked chronology and provider/episode map
  • Mechanism, pathology, causation, and treatment-coherence analysis
  • Pre-existing-condition, treatment-gap, and documentation assessment
  • Ranked vulnerability, missing-evidence, and expert-readiness guidance
Service fit

Where the integrated report differs from fragmented review

The advantage is not that other reviewers are unsuitable. It is that chronology, causation, vulnerability, treatment gaps, prior conditions, and expert readiness are developed under one source-linked analytical framework.

Chronology or LNC case analysis

Provides essential organization and issue spotting. The Full Intelligence Report adds physician synthesis across the connected medical questions that drive case selection, preparation, and expert escalation.

Separate extraction and physician vendors

Can work well, but requires counsel to reconcile different scopes, terminology, and source references. The integrated report reduces duplicate orientation and keeps each conclusion tied to the same record map.

Expert-first review

Appropriate when testimony-level opinion is already needed. The integrated report is a pre-expert product that prepares the record and questions so retained specialists can focus on their independent opinions.

Scope discipline

Choose the full report when

Designed to support

  • The case is high value, multi-provider, multi-phase, or medically disputed across several connected issues.
  • Counsel needs one durable medical foundation before expert strategy, mediation, or major case expenditure.
  • A focused service would answer only one part of the decision and create likely duplicate review later.

Professional and evidentiary limits

  • Not an unlimited-record product; scope must be capped and complexity priced.
  • Not a substitute for testimony, specialty opinions beyond competence, vocational analysis, actuarial work, or legal advice.
  • The report does not become stronger merely by being longer; immaterial repetition is intentionally removed.
  • AI-assisted extraction may support structured capture, but analytical conclusions and source verification remain physician-directed.
Practical questions

Before the engagement begins

How is the report different from a medical chronology?

A chronology tells what happened. The full report also explains why the sequence matters, how competing causal narratives fit the evidence, and what decision should follow.

Can one component be omitted?

Yes. Scope can be adapted when billing, prior history, expert readiness, or another component is not relevant. The engagement should still preserve enough connected analysis to avoid a misleading conclusion created by removing a component that materially affects causation or exposure.

Does the starting price cover any record size?

No. The public floor assumes a defined, controlled file. Volume, providers, specialties, and analytical complexity determine the quote.

Can the report be updated?

A focused supplement can address later records or a new adverse report. A major new treatment phase or theory may require a separately scoped update.

Specimen Deliverables — Two Cases

See a full 7-component CMIP report

PI spine specimen and medical malpractice specimen both available. All seven components demonstrated.

PI Spine → Med-Mal → All Samples
Pairs with

When the dollar value of the medical specials is itself disputed, add Medical Charge & Necessity Review for a necessity-, coding-, and reasonableness-tested charge analysis alongside the seven-component report.

Complete medical intelligence before you commit.

Seven components. Every layer. One deliverable.

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