IQ
PFD CaseIQ
AI-Powered Funding Assessment

Stop Losing Money on Cases You Should Have Declined

See how CaseIQ uses AI to score every case in minutes, guide doctors through onboarding, and catch red flags before they cost you.

Product Demo

Auto-playing walkthrough of the CaseIQ platform

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pfd-caseiq.netlify.app
Underwriting Dashboard
Doctor Intake
Underwriting Dashboard
Case IDPracticePatientAccidentScoreStatus
PFD-2026-001Gulf Coast OrthopedicJames R. PattersonMotor Vehicle 90/100Funded
PFD-2026-002Atlanta Pain & RecoveryMaria G. VasquezSlip and Fall 53/100In Review
PFD-2026-003Premier ChiropracticDerek T. SloanMotor Vehicle 23/100Declined
PFD-2026-004Rocky Mountain SportsTyler J. BrooksMotorcyclePendingNew

Underwriting Dashboard

Every case scored Green, Yellow, or Red — at a glance. Filter by status, click to drill in.

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pfd-caseiq.netlify.app — PFD-2026-001
Underwriting Dashboard
Doctor Intake
PFD-2026-001 — James R. Patterson
Overview   Causation   Patient Risk   Law Firm   Financial   Final Report
90
Composite
97% confidence
92
Causation
40% weight
95
Patient Risk
20% weight
88
Law Firm
25% weight
85
Financial
15% weight
RECOMMENDED FOR FUNDING
Case meets all underwriting criteria. Proceed with funding approval.

GREEN Case: 90/100 — Fund It

Strong causation, clean patient history, 87% win rate law firm, $250K policy limits. AI says go.

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pfd-caseiq.netlify.app — PFD-2026-003
Underwriting Dashboard
Doctor Intake
PFD-2026-003 — Derek T. Sloan
Overview   Causation   Patient Risk   Law Firm   Financial   Final Report
23
Composite
82% confidence
22
Causation
40% weight
15
Patient Risk
20% weight
28
Law Firm
25% weight
32
Financial
15% weight
FUNDING NOT RECOMMENDED
4 prior PI claims • No causation letter • 38% law firm win rate • $30K policy limits

RED Case: 23/100 — Decline

This $14,870 case would have been a total loss. AI caught fraud pattern, missing causation, weak law firm.

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pfd-caseiq.netlify.app — PFD-2026-001 — Causation
Underwriting Dashboard
Doctor Intake
PFD-2026-001 — James R. Patterson
Overview
Causation
Patient Risk
Law Firm
Financial
Final Report

Primary Diagnosis

S13.4XXACervical disc herniation at C5-C6
Secondary Diagnoses
M54.12   Radiculopathy, cervical
S33.110A   Lumbar disc herniation L4-L5

Procedures

CPTDescriptionCharges
62323Cervical epidural steroid inj.$4,200
62323Lumbar epidural steroid inj.$4,200
72148MRI lumbar spine w/o contrast$2,100
72141MRI cervical spine w/o contrast$2,100
Total: $42,850

AI Causation Summary

Patient sustained cervical and lumbar disc herniations in a rear-end MVA on 11/2/2025. MRI confirmed C5-C6 and L4-L5 herniations consistent with acute trauma. Treating physician's causation letter directly links injuries to the accident.
✓ No pre-existing conditions found in 5-year lookback

Causation Letter Quality

Strong — direct attribution with imaging correlation
Diagnosis Clarity24/25
Procedure Alignment23/25
Letter Quality24/25
Pre-Existing Risk21/25

Causation Analysis

AI reads medical records, extracts ICD-10/CPT codes, and assesses whether injuries are linked to the accident. Score: 92/100.

pfd-caseiq.netlify.app — PFD-2026-001 — Patient Risk
Underwriting Dashboard
Doctor Intake
PFD-2026-001 — James R. Patterson
Overview
Causation
Patient Risk
Law Firm
Financial
Final Report

Risk Score: 95/100

Litigation History30/30
Fraud Indicators38/40
Public Records27/30
✓ No fraud indicators detected

Public Records Screening

Prior PI Claims0
Fraud FlagsNone
Litigation HistoryNo prior PI claims
BankruptcyNone
Criminal HistoryNone
LOW RISK PATIENT
Clean record across all screening dimensions

Patient Risk Profile

Screen every patient against fraud, litigation history, and public records before committing a dollar. Score: 95/100.

pfd-caseiq.netlify.app — PFD-2026-001 — Law Firm
Underwriting Dashboard
Doctor Intake
PFD-2026-001 — James R. Patterson
Overview
Causation
Patient Risk
Law Firm
Financial
Final Report

Chen & Associates, P.A.

Founded2012
Bar StatusActive — Good Standing
Disciplinary ActionsNone
Annual PI Cases68
Avg Settlement Amount$142,000

Score: 88/100

Win Rate28/30
Settlement Velocity24/25
Bar Status20/20
Case Volume16/25

Win Rate

87%
of PI cases result in settlement or verdict

Avg Settlement Velocity

14 mo
average time from filing to settlement

Law Firm Analytics

Win rate, settlement velocity, bar status, case volume. Know who you're working with. Score: 88/100.

pfd-caseiq.netlify.app — PFD-2026-001 — Financial
Underwriting Dashboard
Doctor Intake
PFD-2026-001 — James R. Patterson
Overview
Causation
Patient Risk
Law Firm
Financial
Final Report

Financial Summary

Total Charges$42,850
Policy Limits$250,000
Coverage TypeBodily Injury Liability
Expected Recovery88%
A/R Velocity72 days

Score: 85/100

Policy Adequacy28/30
A/R Velocity23/25
Recovery Rate22/25
Advance Rate Fit12/20

Recommended Advance

45% advance rate
$19,282
of $42,850 total charges

Policy vs. Charges

Charges
$42.8K
Policy
$250K
5.8x coverage ratio — Excellent

Financial Viability

Policy limits, A/R velocity, recovery rate, and advance recommendation. $19,282 advance at 45% rate. Score: 85/100.

pfd-caseiq.netlify.app — PFD-2026-001 — Final Report
Underwriting Dashboard
Doctor Intake
PFD-2026-001 — James R. Patterson
Overview
Causation
Patient Risk
Law Firm
Financial
Final Report
COMPOSITE: 90/100 — GREEN

Executive Summary

Case PFD-2026-001 presents strong fundamentals across all four underwriting dimensions. Causation is well-documented with MRI confirmation and a physician causation letter. Patient has a clean record with no prior claims. Chen & Associates has an 87% win rate with fast settlement velocity. Policy limits of $250K provide 5.8x coverage of total charges.

Documents Received (5/5)

✓ LOP_Patterson_signed.pdf 245 KB
✓ HCFA_1500_Patterson.pdf 312 KB
✓ ProcNotes_Rivera_121025.pdf 1.2 MB
✓ Causation_Letter_Rivera.pdf 89 KB
✓ MRI_Report_Patterson.pdf 2.4 MB

Score Breakdown

Causation Strength (40%)92
Patient Risk (20%)95
Law Firm Track Record (25%)88
Financial Viability (15%)85
RECOMMENDED: FUND
Advance $19,282 at 45% rate • 97% confidence
🖨 Print Report

Final Underwriting Report

One-click printable PDF. Every data point, every score, clear recommendation with reasoning. Full audit trail.

That One Red Case?
It Just Saved You $14,870

Without CaseIQ, your team might have spent 6 hours reviewing this case manually — and still missed the fraud pattern, the missing causation letter, and the law firm's 38% win rate.

$14,870
Avoided loss on this single case
6 hrs
Manual review time saved
15 min
Time to AI decision

Loss Prevention

One declined bad case pays for months of the platform.

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pfd-caseiq.netlify.app — Doctor Intake
Underwriting Dashboard
Doctor Intake
Doctor Onboarding Portal
Complete the following steps to submit your practice for funding approval
Profile
2
Due Diligence
3
Closed A/R
4
Open A/R
5
Patient Files
Step 2: Corporate Due Diligence
Articles of Incorporation
GulfCoast_AOI_2019.pdf 382 KB
AI: Verified
Operating Agreement
Operating_Agreement_LLC.pdf 1.1 MB
AI: Verified
W-9 Form
W9_GulfCoast_Ortho.pdf 411 KB
AI: W-9 Form
Insurance Certificate
COI_GulfCoast_2026.pdf 528 KB
AI: Verified
Business License
FL_Business_License.pdf 195 KB
AI: Verified
Provider Credentials
Dr_Rivera_MD_License.pdf 890 KB
AI: Verified

5-Step Doctor Intake

Guided wizard with drag-and-drop upload. AI auto-classifies every document. No more email back-and-forth.

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pfd-caseiq.netlify.app — Doctor Intake + AI Chat
Underwriting Dashboard
Doctor Intake
Step 2: Corporate Due Diligence
W-9 Form
AI: W-9 Form
Insurance Certificate
Still needed
Business License
Still needed
🤖
CaseIQ Assistant
AI-powered intake guidance
Welcome! You're on Step 2. You still need to upload your Insurance Certificate and Business License.
Just uploaded the W-9
✅ W-9 received. EIN extracted and verified against your profile. Looks good!
Great! Two more docs for Step 2: Insurance Certificate and Business License.

AI Chat Assistant

Real-time document review. Tells the doctor exactly what's correct, what's missing, and what needs to be fixed.

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Messages    PFD CaseIQ
Hi Dr. Rivera, your PFD CaseIQ intake is 60% complete. Still needed: Closed A/R Report, Patient Files. Complete at: pfd-caseiq.netlify.app
What format do you need the A/R report in?
Excel, CSV, or PDF. We need: Date of Service, Date of Collection, Payer, Charges, and Collections for each closed case.
SMS Integration

Nudge Doctors.
Answer Questions.
Close Intakes Faster.

Two-way SMS powered by AI. Automatic reminders when intakes go idle. Doctors text back questions and get instant, accurate answers.

Auto-reminders for incomplete intakes
Two-way AI-powered text conversations
Manual "Send Reminder" from funder dashboard

SMS Reminders + AI Chat

Doctors don't need to open the portal. They can text back and get answers.

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Return on Investment

At Just 20 Cases/Month

100 hrs
Saved per month
$49,200
Annual labor savings
$540,000
Bad cases prevented
Total Estimated Annual Value
$589,200

The Math Works

5 hours saved per case × $41/hr analyst rate + 15% decline rate × $15K avg advance

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IQ
PFD CaseIQ
AI-Powered Funding Assessment

Ready to See It Live?

The platform is built and running. Explore the full demo yourself, or schedule a walkthrough with our team.

Schedule a Demo

Contact us to discuss implementation for your operation

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