Case Preparation™ &
Negotiation Preparation™

Missing Docs Check identifies missing medical bills and records by analyzing uploaded case files.

It takes up to 24 hours to process (depending on file size) and can be run multiple times as new files are uploaded. If a bill for a specific date of service and provider is found without a corresponding record—or vice versa—the system will flag it as a missing document. Matching is based on the combination of date of service (DOS) and provider. Please note Missing Docs Check is only available on a case before document requests are submitted.

When documents are flagged, you have several options to manage them. Irrelevant flags, such as orders or referrals misidentified as missing, can be easily dismissed with a single click. Missing records can be uploaded directly to resolve the flag, and you can track your progress by viewing a list of resolved flags. This functionality ensures that your case files remain accurate and complete throughout the preparation process. Since our system is designed to ensure we catch any missing bills or records, it will occasionally misidentify a document (for example, orders or referrals for treatment). If so, it’s just a button-click away to dismiss them.

Integration is supported with select case management systems (Litify). Reach out to your Customer Success Manager (CSM) who will put you in touch with our integrations team to get you set up. Once connected, documents and case data sync automatically from your case management system into the Case Preparation™ and Negotiation Preparation™ tools, reducing manual uploads.

Case Strengths and Weaknesses help attorneys identify key factors in a case at different stages of the legal process.

These features save time, improve case preparation, and maximize case outcomes at every stage.

Medical Bill Summary uses AI to automatically analyze medical bills as they are uploaded to a case. It provides accurate economic damages totals by identifying charges by provider and date of service and removing duplicates. Any user with access to a case in the EvenUp portal can view and interact with the Medical Bill Summary.

Each charge is linked to the specific location in the original PDF. When you click "View," the system will highlight the exact line item in the source file. You can manually edit the charge value, move bills to different providers, or exclude any charge you determine is unrelated to the case. This gives your team full control over what is reflected in the financial summary.

AI automatically detects and excludes duplicate bills or overlapping service dates. It also detects any charges that occurred before the date of the incident and marks these as unrelated. It also allows you to manually exclude unrelated charges with one click. All changes update the totals in real time.

If provider names differ across documents, the Medical Bill Summary feature reconciles variations in provider names across documents (for example, “Longstreet Medical Group” vs. “Longstreet Clinic”) to ensure consistency and accurate grouping in the summary.

The Case Financials feature helps you optimize your case strategy by tracking medical expenses against policy limits and predicting the likelihood of achieving policy limit offers. It provides real-time updates on medical bills, allowing you to determine the best timing for sending a demand. Additionally, the tool includes a likelihood prediction model backed by EvenUp’s proprietary data, helping you assess potential settlement outcomes.

The Additional Spend Slider allows you to estimate how future medical expenses impact the likelihood of achieving a policy limit settlement. By adjusting the slider, you can see how adding more medical costs changes the case’s financial outlook and probability of reaching a policy limit offer.

Current limitations include: