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    Platform

    Five capabilities. One platform.

    Policy limits, liens, records, settlement audits, and attendance tracking — every workflow automated, every result verified with audio proof.

    01Policy Limit Tracking
    Platform

    Know when you're
    approaching the ceiling.

    Your team already knows the policy limit. VerifyMD tracks verified balances and treatment totals against that limit in real time — and alerts your paralegal, case manager, or attorney the moment the case is approaching the cap. Stop treatment at the right time. Start the demand letter on time.

    94%average limit utilization at alert
    Policy Limit TrackerTracking
    Policy Limit$100,000
    Total Verified Balances$45,000
    45% utilizedThreshold: 90%
    Memorial Hospital$22,400
    Ortho Surgical Group$8,400
    Chiro Wellness Center$3,200
    Alert: Policy limit 94% utilized
    Sent to: Paralegal · Case Manager · Attorney
    02Lien Mapping
    Platform

    Every lien holder.
    Before you settle.

    Undiscovered secondary liens are the #1 source of post-settlement clawbacks. VerifyMD maps every lien holder, balance, and priority order — confirmed, sourced, documented — before any offer hits the table.

    100%lien visibility before settlement
    Case VMD-4471 · 0/5 DiscoveredScanning…
    1
    Memorial Hospital
    $22,400
    2
    Ortho Surgical Group
    $8,400
    3
    Health Insurance Co.
    $45,000
    4
    Physical Therapy Inc.
    $4,800
    5
    Chiro Wellness Center
    $3,200
    Total Lien Exposure$83,800
    03Records Follow-Up
    Platform

    Every request.
    Followed to completion.

    Outstanding records stall cases for 3–5 weeks on average. VerifyMD agents follow up on every open request — automatically, persistently, with every provider — until the records are in hand and the file is settlement-ready.

    3wkaverage time saved per outstanding record
    Outstanding Records — 0/4 ReceivedFollowing Up
    Memorial Hospital
    ER / Imaging
    ↻ 0× followed up
    Sent
    pending
    Ortho Surgical Group
    Surgical Notes
    ↻ 0× followed up
    Sent
    pending
    Chiro Wellness Center
    Treatment Log
    ↻ 0× followed up
    Sent
    pending
    Riverside Radiology
    MRI Results
    ↻ 0× followed up
    Sent
    pending
    Avg. time saved per record3 wk
    04Settlement-Ready Audit
    Platform

    Every provider confirmed.
    Before you negotiate.

    Before your firm makes a demand, VerifyMD contacts every provider on file — confirming final balances, outstanding charges, pending liens, and open records. The result: a single, verified case file with no surprises. Your attorneys walk into negotiations armed with the complete picture.

    100%of providers confirmed before demand
    Pre-Settlement Audit — 0/4 ConfirmedAuditing…
    Memorial Hospital
    Contacting…
    Balance Liens Records
    Ortho Surgical Group
    Queued
    Balance Liens Records
    Chiro Wellness Center
    Queued
    Balance Records
    Riverside Radiology
    Queued
    Balance Records
    Case audit complete — settlement ready
    4 providers · All balances, liens & records confirmed
    Providers confirmed before demand100%
    Beta
    05Attendance Tracking
    Platform

    Your clients feel
    cared for.

    The firms that win aren't just better lawyers — they're the ones whose clients feel looked after. VerifyMD monitors appointment attendance with providers and alerts your team the moment a client starts falling off. Transportation issues, rescheduled visits, missed rides — your case manager knows before the client even calls. That kind of proactive outreach builds trust, keeps treatment on track, and protects the value of every case.

    faster intervention on non-compliant clients
    Attendance MonitorBeta
    Martinez, A.
    Memorial Hospital
    On Track
    8/8
    Johnson, R.
    Ortho Surgical Group
    At Risk
    3/6
    Chen, L.
    Chiro Wellness Center
    On Track
    11/12
    Williams, D.
    Physical Therapy Inc.
    At Risk
    4/10
    Settlement at risk: Williams, D. — 40% attendance
    Alert sent to: Paralegal · Case Manager
    Cases flagged before settlement2 of 4
    Data Flow · 30-second exportReady
    Extracted Data
    Final Balance
    $1,240
    Lien — Ortho
    $8,400
    Policy Used
    94%
    Verification Complete
    0:00
    AI Parses Transcript
    0:08
    Fields Mapped to CMS
    0:22
    Exported to Filevine
    0:30
    3 fields synced to Filevine
    30s
    CMS Integration

    Engineered for
    compatibility.

    No native integration? No problem. Clean-Room exports pre-mapped for every major plaintiff CMS — verified data moves from call to case file in 30 seconds.

    Filevine● Export Ready
    CASEpeer● Export Ready
    Litify● Export Ready
    MyCase◌ Q4 2026
    Clio◌ Q4 2026
    SmartAdvocate◌ Q4 2026
    FAQ

    Questions we hear most often.

    Have a workflow we don't cover yet?

    We're always building new agents for the needs of plaintiff firms. Tell us your use case and we'll scope a bespoke solution.

    For High-Volume Plaintiff Firms

    Your paralegals deserve better than hold music.

    Every hour on hold is an hour not spent on depositions, client relationships, or the strategic work that wins cases. VerifyMD gives that time back — at any scale.