top of page

Advanced Data Collection and Reporting

Powered by Ai and Magic

Data Collection.webp

      Ai-Assisted Data Collection and Cleanup

​

  • We spend the first 30 days gathering the correct case manager contact info to begin the process

  • We use a combination of Ai web-scraping tools and human research to review their websites, the state bar, social media platforms and more, to grab as much contact info as we can get, such as; Browse.ai, Bardeen.ai, Scrapestorm.com, Swordfish.ai​

  • Once we establish contact, we then follow the contact person through the case lifecycle, moving from the case manager, to paralegal, to negotiator, to the bookkeeper, and anyone in between who can help us get information and move the process along.​

  • Each Email response is a trigger for us to grab new data points from their communications, such as their Email signature line. We now can update their phone, extension fax, address, website URLs and even the CC line of the Email will be tracked, updated, and reported back to you weekly.

Law Firm.webp

Law Firm Data

You will know who is managing your patient's case throughout the litigation lifecycle:

​

  • Attorney Name

  • Law Firm Name

  • Address

  • Phone and Ext. (up to 3 numbers)

  • Fax (up to 3 numbers)

  • Email (up to 5 emails)

  • Paralegal, Case Manager, Negotiator 

  • Website, State Bar URL

  • and more....​

Legal.webp

Case Data

You will understand where the case is throughout the lifecycle, which helps project projected earnings:

​

  • Case Status (Trial, Discovery, Deposition, etc.)

  • Bill Status (Settled, Negotiation, Paid, etc.)

  • Milestone dates (Trial, Deposition, etc.)

  • and more...​

Underwriting.webp

Underwriting Data

We gather 5 data points then run an underwriting model, helping you avoid losses when the 3rd party policy is maxed out:

​

  • Policy limits ($100k/$50k etc.)

  • Case Type (MVA, Premises, Motorcycle, etc.)

  • Liability (Accepted, Denied, Clear, Admitted, etc.)

  • Property Damages (MVA only)

  • Total medical bills accrued

Contact.webp
Conversations.webp

Contact Attempts

Conversation Logs

You will know exactly where the case stands according the the Law Firm representative:

​

  • Last date contacted

  • Who we spoke with

  • Email and phone attempts (successful and unsuccessful)

  • Next Follow-up date

  • and more....​

You will have access to all conversations with the firms, whether verbal or in writing:

​

  • Phone transcripts

  • Call recordings

  • Email communications

  • Detailed notes about the conversations

  • and more...​

Seem Complicated?

That's because it is.

​​

Let our Data Wizards do it for you.

Talk with a Wizard

bottom of page