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Case SignalsCase Review

Catch it before it costs you.

Case Signals does what your most experienced senior reviewer would do if they had time to open every case, every day — and the patience to never miss a checklist item. It surfaces what needs attention, with a suggested next step attached. It never changes the case. It only surfaces.

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✓ SOC II✓ HIPAA-aware✓ Read-only by design
Case SignalsCase review timeline · runs on open
✓
Mar 14 · Intake & liability basics

Client fields, defendant, incident date — all captured.

🚩
Missing police report HIGH

Police were involved — the liability story has a hole the demand can't paper over.

View ↗
✓
Apr 02 · Medical bills posted

$86,420 across 4 facilities — every line tied to a record.

🚩
Liens not yet negotiated HIGH

2 subrogation liens, no reductions. Typical negotiations recover 30–40%.

Send ✉
🚩
Recovery below comparables MED

Proposed settlement is 24% below similar cases your firm has settled.

View ↗
✓ 8 more checks passed silently — benchmarked against your firm's own history
WHY IT MATTERS

Invisible problems, made visible.

Under-settled cases. Un-negotiated liens. Missing bills on serious injury cases. These are revenue-leak items nobody is going to bring you in a status report. Case Signals reads each case, compares it to similar settled cases in your own history, and surfaces only what actually needs attention — with a name on it, so accountability is clear.

For the firm ownerThe revenue leaks surface automatically — and they surface with a name on them.
For case managersEvery case is reviewed every time it's opened. The flag comes with a button — no triage burden. New case managers operate at the level of experienced ones.
For attorneysDemands don't go out incomplete. Settlement targets are benchmarked against your own history — data-driven, not guesses.
HOW IT WORKS

Open the case. The review is already done.

No dashboards to study, no reports to run — by the time a case manager opens a case, Case Signals has done the work.

  1. 01

    It reads every case

    Pulls from your CRM data and the documents already uploaded — no data entry, no migrations.

  2. 02

    It compares against your history

    Builds a timeline of what's happened and benchmarks it against similar cases your own firm has settled — not an industry average.

  3. 03

    It surfaces only what fires

    Missing documents, financial anomalies, stalled cases, workflow gaps — each rated high, medium, or low, with a one- or two-sentence explanation.

  4. 04

    You decide, with one click

    Every signal comes with a next step: View in Neos (opens the exact section) or Send (a pre-drafted email, ready to go).

WHAT IT CATCHES TODAY

Eleven checks. Four kinds of risk.

Data gaps & document qualityMissing police report when police were involved. Missing medical bills on a catastrophic injury. No policy limits captured — the demand is unanchored. Low-confidence extraction flags itself for human review.
Financial anomaliesRecovery more than 20% below your firm's comparable cases. Itemized damages exceeding the recorded recovery. Subrogation liens with no reductions — typical negotiations recover 30–40%.
Timeline & medical mismatchA provider billed with no matching treatment note or imaging report — the kind of mismatch that can sink a case at trial. No new document in 60+ days: the case has gone quiet.
Process & operationsDocuments uploaded but stuck in processing. No lead attorney assigned — so CRM routing won't work correctly. The workflow gaps inside the firm, caught early.
CUSTOMERS

What leadership is saying

★★★★★
EZ Case makes sure we stop leaving money on the table. Settlement Genius anchors every demand to what we've actually recovered, and Case Signals catches the cases about to settle for too little before they ever close. At the same time, it gets cases to settlement faster — demands that used to take days are drafted in minutes — and our clients always know exactly where their case stands. We settle for more, we settle sooner, and the client experience is better for it.
Judge Clay Jenkins Judge Clay JenkinsPartner at ClayJenkins & Associates
★★★★★
Before EZ Case, I was drowning. Hundreds of provider emails a day, no way to know if my case managers had actually followed up, and Neos was such a mess nobody could find anything. The business was running us. Now AI parses every attachment straight into Neos and flags problems before they become problems. My people are focused on the case, not the admin — each case manager carries 120 to 150 open files a month and nothing slips. And the calls from clients asking what's going on? Those stopped.
Charlie Osborn Charlie OsbornBusiness Manager at Loncar Lyon Jenkins Law Firm
FAQ

Questions, answered

Can it change or break anything on our cases?+

No. Case Signals is read-only by design — it never changes anything on the case. It only surfaces problems and suggests next steps; your team decides whether to act.

Will it flood our team with alerts?+

No — it's quiet by design. Signals only appear when they actually fire, and every signal is triaged high, medium, or low. If a case is clean, you see nothing.

What is "recovery below comparable cases" compared against?+

Your firm's actual settlement history — not an industry benchmark. It flags when a settlement is more than 20% below the average of similar cases your own firm has settled.

What does setup require?+

It works with what you already have — pulling from your CRM data (such as Neos) and any documents already uploaded. No data entry, no migrations.

What happens when a signal fires?+

Each signal shows a one- or two-sentence explanation and a button: View in Neos opens the exact section that needs attention, or Send opens a pre-drafted email ready to go. No thinking about format, wording, or where to look.

Can we add our own checks?+

Yes. The eleven checks are the starting set. Every firm has its own pattern of what goes wrong — recurring missing documents, specific provider mismatches, deadlines that get blown. Tell us what to look for, and the new check runs across every case in your firm within a short turnaround.

See what's slipping through, today.

Schedule a call and we'll run the eleven checks against real case patterns — you'll see exactly what a senior review of every open case looks like.

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Wire this to your GoHighLevel calendar/booking — place the GHL calendar element here.