Attorney Medical Intelligence Memberships

Keep Complex Medical Matters Organized—and Qualified Review Capacity Ready.

For firms with recurring medically complex matters, Critical Timeline™ memberships combine separated matter workspaces, continuity across the life of the case, and a monthly service allowance that can be applied to approved chronologies, screening, case review, examination support, and ongoing medical-record work.

Request Founding Partner Access Explore One-Time Services

100% of your monthly fee is applied to approved work · Written scope before production · Human-reviewed deliverables · No unlimited-review claims

MONTHLY SERVICE ALLOWANCE$1 membership fee = $1 approved service value

Fund the allowance

Approve the written scope

Apply allowance first

Approve any difference

Membership provides continuity, workspace access, and a monthly service allowance. Every substantive assignment still receives a written scope based on record volume, complexity, specialty, urgency, and requested deliverables.

Membership or one-time engagement?

Choose the Relationship That Matches Your Matter Pipeline.

ONGOING RELATIONSHIP

Membership

Best for firms with recurring medical-record needs.

Membership helps preserve matter context, reserve qualified review capacity, and apply predictable monthly spending toward approved work as records and litigation needs evolve.

Best fit when

Multiple medically complex matters are active
Supplemental records arrive regularly
Medical-record support recurs month after month
The firm wants continuity across reports, gaps, and next actions
Reviewer availability and faster follow-up matter

DEFINED NEED

Project-Based Service

Best for one isolated or clearly defined need.

A one-time engagement may be more economical when the firm needs only a single chronology, screening, Case Review, or examination-related service.

Compare Project-Based Services

Why firms choose an ongoing relationship

Keep the Medical Context From Resetting Every Time the Case Moves.

Preserve Matter Context

Keep published reports, identified record gaps, approved next actions, communications, and supplemental work connected as the matter evolves.

Reduce Repeated Onboarding

Avoid rebuilding the medical history and review context whenever new records arrive or a new litigation need emerges.

Reserve Qualified Capacity

Maintain access to defined nurse-led production capacity rather than beginning from zero with each request.

Move Follow-Up Work Faster

Scope updates, deposition preparation, examination support, expert-readiness work, and supplemental review through an established relationship.

Improve Portfolio Visibility

Give authorized firm users a clearer view of active matters, outstanding records, published work, and pending decisions.

Membership Plans

Every Plan Converts Its Full Monthly Fee Into Service Value.

Attorney Workspace

$495/month

Best for: Solo attorneys and firms with occasional medically complex matters that want an organized workspace and ongoing access to Critical Timeline.

$495 monthly service allowance

Separated matter workspaces for approved engagements
Firm matter overview
Published reports, record gaps, actions, and messages
Allowance applicable to focused updates or larger scoped projects
One additional billing cycle of rollover
Access to additional project-based services

Important

This plan is primarily designed for workspace continuity, focused updates, and partial application toward larger projects. It is not represented as including a complete chronology or Case Review each month.

Request Attorney Workspace Access

RECOMMENDED

Intelligence Partner

$1,500/month

Best for: Recommended for firms with a steady pipeline of medically complex matters.

$1,500 monthly service allowance

Everything in Attorney Workspace
Reserved monthly reviewer capacity
Priority intake
Supplemental-record impact updates
Screening and expert-readiness workflows
Portfolio-level matter visibility
One additional billing cycle of rollover
Plan-specific pricing for approved work beyond the allowance

Important

The allowance may fully cover focused work or offset a larger chronology, screening, or Case Review. Any amount beyond the available allowance is disclosed before production continues.

Discuss an Intelligence Partnership

Portfolio Partner

Starting at $3,500/month

Best for: Multi-attorney firms managing recurring, medically complex matters across a broader case portfolio.

$3,500 monthly service allowance

Multi-user matter access and defined permissions
Dedicated capacity planning
Firm-level portfolio oversight
Priority scheduling
Reviewer continuity where specialty, conflicts, and availability permit
Senior quality-review pathway
Structured workflows for recurring matter types
One additional billing cycle of rollover

Important

Portfolio terms are designed around the firm’s recurring matter mix, users, capacity needs, and approved service workflows.

Design a Portfolio Plan

How the monthly allowance works

Every Dollar Is Applied Transparently.

Your allowance is funded

Your monthly membership payment creates an equal-dollar service allowance.

The work is scoped

Every chronology, screening, Case Review, update, or support assignment receives a written project price before production begins.

Your allowance is applied first

Available allowance is deducted from the approved project price.

Additional cost is approved in advance

Work beyond the available allowance proceeds only after the firm approves the additional amount in writing.

Unused allowance rolls once

Unused allowance automatically carries into the next billing cycle. Oldest allowance is used first. Rolled allowance expires after that additional cycle and has no cash value.

Final rollover, cancellation, downgrade, and active-project provisions are governed by the membership agreement.

Practical Examples

See How the Allowance Offsets Approved Work.

Intelligence Partner Example

Monthly membership: $1,500
Available service allowance: $1,500
Analytical Medical Chronology starting scope: $1,750
Allowance applied: −$1,500
Additional approved amount: $250

Portfolio Partner Example

Monthly membership: $3,500
Available service allowance: $3,500
Critical Timeline Case Review starting scope: $4,750
Allowance applied: −$3,500
Additional approved amount: $1,250

Final pricing may increase when record volume, complexity, specialty, urgency, or required deliverables exceed the starting scope.

How the allowance may be used

Apply Monthly Capacity Where the Matter Needs It Most.

Focused Work

Supplemental-record impact review
Missing-record assessment
Focused medical-record consultation
Limited chronology update
Deposition or examination preparation

Core Services

Analytical Medical Chronology
Attorney Case Screening
Critical Timeline Case Review
Medical Examination Report Analysis
DME/IME-related support

Ongoing Matters

New-record integration
Updated event sequences
Medical literature support
Expert coordination
Continuing case preparation
Ongoing Case Intelligence

Each assignment is separately scoped. Allowance is prepaid service value—not a promise that every project can be completed within one month’s membership fee.

Data Trust

Firm Matters Remain Separated.

Raw client records, narratives, findings, and strategy are not pooled across firms and are not used to train a shared model. Access is limited according to the authorized matter, user role, and engagement.

✓ No cross-firm raw case reuse✓ No shared-model training on client records✓ Permission-controlled matter access✓ Human-reviewed client-facing workReview Privacy & Data Use →

Project-based may be better

Membership May Not Be the Right Fit When…

Critical Timeline will recommend a project-based engagement when membership does not create meaningful recurring value.

Explore Project-Based Services

The firm has one isolated matter
Medical-record work is unlikely to recur
The firm does not need an ongoing matter workspace
The only need is one clearly defined chronology or screening
The firm expects unlimited production for a fixed monthly price
The firm is not ready to provide records, decisions, or approvals needed to keep work moving

Frequently Asked Questions

Clear Terms Before You Commit.

Does membership include unlimited medical-record review?

No. Membership provides workspace continuity and a defined monthly service allowance. Every substantive project is separately scoped.

Is my entire membership payment applied to services?

Yes. The monthly fee creates an equal-dollar service allowance that may be applied to approved Critical Timeline work.

Will one month’s allowance cover a complete chronology or Case Review?

It may, but not always. Final requirements depend on record volume, record quality, facilities, specialty, urgency, and analytical depth. Any additional amount is disclosed before work continues.

Can our firm hire Critical Timeline without becoming a member?

Yes. Chronologies, screening, Case Reviews, examination support, and other approved services remain available as project-based engagements.

What happens to unused allowance?

Unused allowance automatically carries into one additional billing cycle. Rolled allowance is used first and expires after that cycle. It has no cash value.

Can we cancel?

Founding memberships begin with a 90-day pilot term. After the pilot, membership continues month to month and may be canceled with 30 days’ written notice. Treatment of active projects, remaining allowance, workspace access, and data export is governed by the membership agreement.

Does membership guarantee a specific nurse?

No. Reviewer continuity may be prioritized, but assignment depends on specialty, authorization, conflicts, availability, capacity, and quality requirements.

Are medical records submitted through the membership application?

No. Separate record-transfer instructions are provided after scope and engagement are confirmed.

Founding Attorney Program

Start With One Recurring Medical-Record Workflow.

Tell us how many medically complex matters your firm manages, where review delays occur, and what support recurs most often. We will determine whether membership or a project-based engagement is the better fit.

Request Founding Partner Access Explore Project-Based Services

Membership is not required for a one-time Critical Timeline engagement.Are you a nurse or LNC? Explore Nurse Intelligence Studio →