CaseIQ uses artificial intelligence to analyze medical records, vet patients and law firms, and score every case in minutes — not days. Built specifically for personal injury medical funding.
Every hour your team spends manually reviewing documents is an hour you're not funding new cases. And every red flag you miss is money you'll never get back.
That's what each case costs in analyst time alone. Document collection, data entry, manual cross-referencing, scoring spreadsheets. At 20 cases/month, you're burning $4,920/month on work AI can do in minutes.
The average post-settlement bill reduction physicians face. When your team misses a fraud pattern, a weak causation letter, or a law firm's 38% win rate — you fund a loser. One bad case wipes out months of profit.
Emails, phone calls, missing documents, "I'll get to it next week." Every day a doctor's intake sits incomplete is a case you can't fund — and a competitor who might get there first.
CaseIQ is the only tool that combines document processing, causation analysis, risk scoring, and doctor onboarding into a single unified platform.
Upload any document — the AI classifies it, extracts key data (CPT codes, policy limits, EINs), and flags issues automatically.
AI reads medical records and procedure notes to assess whether injuries are directly attributed to the accident. Flags hedging language and missing evidence.
Composite scoring across 16 weighted factors: causation strength, patient fraud risk, law firm track record, and financial viability. Green/Yellow/Red in seconds.
5-step guided wizard with AI assistant and SMS reminders. Doctors know exactly what to upload. Onboarding goes from weeks to days.
5-step guided portal. AI assistant tells them exactly what's needed. SMS reminders for missing docs.
Documents are OCR'd, classified, and key data extracted. Causation is assessed. Patient and law firm are vetted.
16-factor composite score with confidence metric. Green, Yellow, or Red — with detailed reasoning for each.
Underwriter reviews AI recommendation. Advance rate calculated. Decision documented with full audit trail.
Six integrated analysis modules that work together to give you a complete picture of every case.
At-a-glance composite score with visual ring charts for each dimension. See every case's status, score, and key metrics in one view.
AI reads medical records, extracts ICD-10 and CPT codes, and assesses whether injuries are causally linked to the accident.
Screen every patient against fraud indicators, litigation history, and public records before you commit a dollar.
Know who you're working with. Win rates, settlement velocity, bar complaints — all in one place.
Policy limits, A/R velocity, recovery rates, and advance rate recommendations — the numbers that matter.
One-click printable PDF with every data point, every score, and a clear Green/Yellow/Red recommendation with reasoning.
An AI assistant that watches every upload in real-time, confirms documents are correct, flags issues immediately, and tells the doctor exactly what they still need. Plus two-way SMS for doctors on the go.
Upload a W-9 and instantly get: "EIN verified. Matches your profile." Upload an unsigned LOP and get: "Patient signature missing. Please have them sign and re-upload."
Doctors can ask "What format do you need my A/R data in?" or "Why do you need a causation letter?" and get instant, accurate answers.
"Hi Dr. Rivera, your intake is 60% complete. Still needed: Closed A/R Report, Patient Files." Doctors can text back questions and get AI-powered responses.
Both the doctor and your team see exactly where each intake stands. No more "did they send the insurance cert?" email chains.
Other tools solve one piece. CaseIQ replaces the entire manual workflow.
| Capability | Manual Process | JusticeBolt | DigitalOwl | PFD CaseIQ |
|---|---|---|---|---|
| Doctor Intake Portal | — | — | — | ✓ |
| AI Document Classification | — | — | ✓ | ✓ |
| Causation Analysis | — | — | ✓ | ✓ |
| Patient Fraud Screening | Manual | — | — | ✓ |
| Law Firm Analytics | Manual | — | — | ✓ |
| Composite Risk Scoring | Spreadsheet | — | — | ✓ |
| AI Chat Assistant | — | — | — | ✓ |
| SMS Reminders | — | — | — | ✓ |
| Time to Decision | 3-7 days | 2-4 days | 1-2 days | 15 minutes |
Every plan includes the full AI scoring engine. Choose based on your case volume and integration needs.