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The LedgerCase Financials

Every dollar, accounted for.

The Ledger builds the complete financial picture of every case automatically — bills parsed line by line, liens classified by negotiability, duplicates flagged — with net-to-client modeled at any settlement number. Walk into mediation knowing exactly what you need to settle for.

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✓ SOC II✓ HIPAA-aware✓ Your data stays yours
Case LedgerLive · updates as bills arrive
Medical specials · 4 facilities, line-item$86,420
Liens — negotiable · provider, facility$31,200
Liens — limited · ERISA, government$9,850
⚑ Flagged · 2 duplicates · 1 unrelated charge−$3,140
NET-TO-CLIENT MODELSettle at $375,000
$214,360 to the client
Net to clientLiens & specialsFees & costs
✓ Every line linked to its source document — verify any number in one click
WHY IT MATTERS

Every PI case is a financial puzzle. Most firms solve it in a spreadsheet.

Bills from multiple providers. Insurance adjustments that change what's actually owed. Liens from health insurers, hospitals, government programs, and subrogation carriers — each with different negotiability. Most firms track all of it in a spreadsheet one paralegal maintains by hand, and that nobody else trusts because they can't see how it was built. The Ledger replaces it with a real-time financial view where every number ties back to a source document.

Charges that don't belong, caughtCPT codes, ICD codes, and incident dates surface unrelated bills before they inflate the client's obligations at settlement.
Liens negotiated, not forgottenEvery lien classified by type and flexibility, with a tracker for outreach, target reduction, and actual savings to the client.
Mediation, run with confidenceNet-to-client at any settlement number, instantly — settlement decisions become defensible, not reactive.
HOW IT WORKS

From a stack of bills to a mediation-ready ledger.

Upload the bills — or let them arrive by email or through your CRM. The Ledger does the rest within minutes.

  1. 01

    Bills arrive, lines post

    Every bill read line by line — CPT codes, charges, adjustments, payments, balances — grouped by facility automatically.

  2. 02

    Liens tracked from the first call

    Placeholder liens the moment a provider signals lien treatment; the full lien populates when the document arrives, classified by negotiability.

  3. 03

    Problems surface themselves

    Duplicates flagged across bills and liens. Charges that don't relate to the incident surfaced before they cost the client.

  4. 04

    Model the settlement

    Net-to-client at any number, scenarios side by side, and lien reduction letters auto-drafted and ready to send.

Your team keeps editorial controlThe AI doesn't lock anything — full inline editing to add lines, merge duplicates differently, reclassify, or exclude what doesn't belong.
It learns your firm's economicsYour typical providers, your lien reduction targets, your fee structure, your jurisdiction's lien rules — over time it predicts reductions from your own history with each lienholder.
Clients see it in plain languageGenerate a clean client-facing summary — settlement, liens, fees, and net — that anyone can understand.
WORTH KNOWING

Heavy lifting by AI. Final say by your team.

Every entry is linked to the bill or lien it came from, so any number can be verified in one click. And the same engine surfaces provider economics — which providers in your network bill highest, which negotiate reductions, and which inflate — feeding straight back into smarter referrals.

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

How accurate is the parsing — can we trust the numbers?+

Every ledger line is linked to the exact source document it came from, so any number can be verified in one click. And your team keeps editorial control: the AI does the heavy lifting, but nothing is locked — you can edit, merge, reclassify, or exclude anything.

How do liens get into the system?+

From the first phone call. When a provider signals lien treatment, a placeholder lien is created; when the document arrives, the full lien populates automatically — classified by type (provider, facility, government, ERISA, health insurance subrogation) with a negotiation flexibility flag.

What's "unrelated charge detection"?+

The Ledger compares CPT codes, ICD codes, and incident dates against the case's diagnosis context to surface bills that don't appear to belong to the case — before they inflate the client's obligations at settlement. Charges that don't belong shouldn't be paid out of the client's recovery.

Does it help with lien negotiations?+

Yes — a full negotiation tracker logs outreach, target reduction, status, actual reduction, and savings to the client, and The Ledger auto-drafts lien reduction request letters ready to send. Over time it predicts reductions based on your firm's history with each lienholder.

Does it stay current as new bills come in?+

Yes. As new bills arrive through email monitoring or your CRM, the ledger updates automatically in real time — no stale spreadsheet, no re-keying.

Do the demand numbers match the ledger?+

Always. Demand Genius draws medical specials directly from The Ledger, so the numbers in the demand are the numbers in the file — never out of sync.

See your case's real financial picture.

Schedule a call and bring a stack of bills — we'll show you the parsed ledger and the net-to-client model live.

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