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Case management

Work up every case like it’s going to trial

We maximize settlements while reducing time on desk so your team can stay focused on complex, high-value matters. Our paralegals focus on claimant experience and care guidance, turning current claimants into future referral sources.

Book a free consultationText our CEO, Viraj
Our process

Dedicated client care

A single operator owns each client through treatment. They know the providers, the appointments, the missing records, and they call before you’d think to ask.

8
Claimant interactions per month on average.
80%
Of claimants complete advanced diagnostics.
81d
Median time to demand across policy-limits cases.
Your team

Operators who know what's at stake

Our case-management team brings decades of PI experience handling high-sensitivity interactions with injured claimants, and former trauma nurses handle medical review. They know what’s in the file, and how to talk to the person behind it.

Mohamed Abdulla — Case Management Lead
Mohamed Abdulla
Case Management Lead

Ran PI operations at Brandon J. Broderick, then helped dozens of firms scale at Torticity. Leads Finch’s case-management bench.

The tech behind it

Scout

Scout uses AI to monitor care progression across every file, applying jurisdictional and insurance billing nuance to flag care deviation, overtreatment, and demand readiness. Issues that would historically go unnoticed until they hurt case value get surfaced to our team in real time, while there’s still time to act.

Our playbook

Intake to settlement, handled.

We’re not handing your team software to learn. We pair our US-based paralegals and case managers with your clients to move every case toward settlement.

Sign every viable lead, even after hours, on holidays, and on weekends. With 24/7 live, bilingual intake, every caller talks to a real person, gets qualified on the spot, and has a retainer in hand before they hang up. Our daily chase protocol keeps following up until they sign or tell us no.

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99.8%
Answer rate
93%
Wanted-lead conversion
Daily
Chase protocol

One operator owns each client from sign-up through treatment. They know the providers, the appointments, and the records you’re waiting on, and they check in every two weeks so nothing stalls. The moment care wraps, the records are already on their way.

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94 days
Median time to demand
90+%
Minimum policy limits tendered
Biweekly
Client touchpoints

Every provider requested, chased, and received without a per-record surcharge. We run a records desk in parallel with treatment, tracking status, flagging gaps, and assembling the full package in-house so the demand can go out the day care wraps.

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14 days
Avg. time to records
80%
Received within 30 days
No fee
Per record. All included

Because we talk to your client every couple of weeks during treatment, the demand tells their whole story, not just what’s in the file. Full records and bills, a complete medical chronology, and a narrative reviewed by health professionals and the case manager who worked the case. Carriers get something they can’t easily pick apart.

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48 hours
Records to demand
94%
First-pass complete
78%
Offer within 30 days

We handle the settlement from first offer to signed release, pushing every counteroffer and negotiating the liens down so more of the money ends up with your client instead of the providers.

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7 days
Avg. provider resolution
43%
Avg. lien reduction
2.5×
On medical specials

When a case files, we go with it, drafting the complaint, building the full medical chronology, and turning written discovery around fast so your attorneys spend their time on strategy and depositions, not paperwork.

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48 hours
Draft turnaround
Full
Filing → discovery coverage
FAQ

Case management, answered

Yes. We work directly in your CMS (Filevine, SmartAdvocate, Clio, NEOS, Litify, CasePeer, and others) on a firm-issued license, so your file stays current where you already work. We don't require you to switch systems.
We accommodate both. If you're mid-migration we'll build for both systems during the transition. If you don't have a CMS yet, we provide weekly updates and a shared document workflow.
Both, deliberately. US-based case managers with 5–15 years of PI experience own each file, with AI handling the repetitive lifting. AI never speaks to your clients or to adjusters. Those interactions are always human.
Yes. You get a named, dedicated case manager assigned to your firm, not a shared inbox. One-to-one assignment is a standard part of how we operate.
Median retrieval is around 14 days, with the large majority of records back within 30 days. We follow up relentlessly on uncooperative providers and can identify additional treating providers from the records that come in.
We confirm first- and third-party coverage, open claims, and send letters of representation early. We manage PIP/no-fault end to end: coverage confirmation, claim setup, submitting bills, tracking payments, and closing on exhaustion.
A meaningful check-in at least every two weeks during active treatment, plus a mid-cycle text, all documented in your CMS. We encourage clients to complete the treatment they need. We're not a mill and won't push overtreatment.
Yes, US-based. With AI assistance, an experienced case manager can carry a significantly larger caseload than a traditional paralegal while keeping SLAs. The exact number depends on case mix.
We track lien balances throughout the case as part of standard case management. Lien reduction and negotiation is available as an add-on service.
No. Finch works under your attorney's supervision and license. We execute the pre-litigation workflow; your attorney makes every legal decision. Nothing goes out without firm approval.
You made it this far

We’d be stoked to talk

Our team is available whenever you are. One free consultation shows what Finch can unlock for your firm.

Book a free consultationText our CEO, Viraj