From signed case to settlement, handled
Case Operations is the back office that runs after the case is signed. Medical records, case development, client retention, settlement support, and lien resolution — managed as one workflow, owned by one team.
The Problem
Most firms can handle 500 cases. The operational infrastructure that keeps a case moving from signing to settlement — chasing medical records, maintaining client contact, coordinating settlement paperwork, negotiating liens — is invisible until it's the thing holding everything up.
When case volume scales, back-office work scales with it. Firms either hire aggressively and absorb the overhead, or they let cases stall and watch clients disengage. The firms that handle 5,000 cases instead of 500 are the ones that built an operations layer.
What Case Operations Delivers
Medical Records Retrieval
Requesting, receiving, organizing, and indexing medical records across providers, facilities, and systems. Every record chased to completion — not left sitting in a provider's queue.
Case Development Support
Building out the case file with supporting documentation, corroborating evidence, timeline construction, and any research the attorneys need to strengthen the claim as it moves forward.
Client Retention
Ongoing client contact, check-ins, and status updates that keep clients engaged through the months and years between signing and settlement. The difference between a case that settles and a case that gets dropped by a disengaged client.
Settlement Support
Coordinating the paperwork, signatures, disbursement details, and client communication that settlement execution requires. Your attorneys focus on the negotiation, not the logistics.
Lien Resolution
Negotiating and resolving medical liens, government liens, and third-party liens to maximize net recovery for the client and protect the firm's fee. A specialized function done by specialists.
Status Reporting Into Your Firm
Full visibility into every case's progression delivered back into the firm's case management system. Your attorneys never lose track of a case and never have to chase an answer from a back-office team.
How It Works
Signed cases hand off to Case Operations
Once a case is signed, it transitions into the Case Operations workflow. Every executed document, intake record, and client detail is already in the system. Nothing is re-entered.
Medical records and case development begin immediately
Medical record requests go out on day one. Case development work runs in parallel. The clock starts on building the strongest version of the case, not on waiting for someone to get around to it.
Client engagement runs continuously
Clients receive regular updates, check-ins, and status communications throughout the case lifecycle. Engagement is measured, drop-off is flagged, and at-risk clients are re-engaged before they disappear.
Settlement and lien resolution close the case
When settlement approaches, Case Operations coordinates the execution paperwork, negotiates liens, and manages disbursement logistics so attorneys and clients hit the finish line cleanly.
The Result
A firm running on Case Operations can handle 5,000 cases with the headcount it used to need for 500. Attorneys spend their time on attorney work. Clients stay engaged through settlement. Cases close cleanly. The economics that make mass tort practice possible.