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Services

Clinical support at every stage of litigation

Thirteen services covering the full arc of a medical case — from the first question of whether it has merit, through discovery, deposition, and trial. Each engagement is scoped in writing before work begins, with a fixed timeline and a clear fee structure.
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Not sure what you need?

Most engagements begin one of three ways.
“I don’t know if this case is worth taking.”
Start with a Case Merit Evaluation.
“I have the records but can’t make sense of them.”
Start with a Medical Record Review and Medical Chronology.
“I’m preparing for deposition or trial.”
Start with Standards of Care Review and Deposition Preparation.
If none of those fit, a short call will sort it out.
01

Medical Record Review

A complete clinical read of the record, with issues, gaps, and inconsistencies identified and sourced.
Typical use
Early discovery, records assessment, preparing for expert retention.
Medical records are rarely complete and almost never straightforward. Entries contradict each other. Assessments appear without follow-up. Critical events sit buried in flow sheets rather than progress notes.
We review the full record the way a clinician reads a chart — following the care, not just the pages. Every finding is documented with a specific record citation and Bates number, so you can go directly to the source.
You receive
A written review identifying clinical issues, documentation gaps, and internal inconsistencies
Every finding sourced to a specific page and Bates number
A plain-language explanation of clinical terminology, abbreviations, and procedures relevant to the case
A follow-up consultation to walk through the findings
02

Case Merit Evaluation

An early, candid clinical assessment of whether the medical facts support the claim.
Typical use
Case intake, screening referrals, deciding whether to accept representation.
Taking a case on the strength of a compelling story and a thin medical record is expensive. A merit evaluation gives you a clinical read before you commit resources.
We assess whether the documentation supports the alleged deviation from the standard of care, identify what evidence is missing, and tell you plainly where the medical facts are weak. The value here is in the honest answer — including when the answer is no.
You receive
A written clinical opinion on the medical strength of the claim
Identification of supporting evidence within the record
Identification of gaps, weaknesses, and likely defense arguments
A recommendation on what additional records or expert input would be needed
03

Medical Chronology Development

A precise, Bates-referenced timeline of care that makes the sequence of events undeniable.
Typical use
Discovery, deposition preparation, mediation, trial exhibits.
A chronology is the backbone of a medical case. When the sequence of care is laid out cleanly — date, time, provider, event, source — patterns become visible that no amount of reading through binders will reveal.
We build chronologies that are litigation-ready: sourced, cross-referenced, and formatted for use as a working document throughout the case and as a foundation for exhibits.
You receive
A chronological timeline of all clinically relevant events
Bates and page citation for every entry
Provider, facility, and shift attribution where documented
Flagged entries marking gaps, contradictions, and pivotal events
Delivery in your preferred format (Word, Excel, or PDF)
04

Expert Witness Location

Identification and vetting of qualified clinical experts matched to your case specialty.
Typical use
Post-merit, pre-designation. Also for rebuttal experts.
Finding an expert is easy. Finding the right expert — one whose credentials actually match the clinical question, who has current practice experience, and who holds up under cross — takes clinical judgment.
We identify candidates whose specialty and practice setting align with the facts of your case, review credentials and prior testimony history where available, and prepare the clinical briefing materials the expert will need.
You receive
A vetted shortlist of candidate experts with credentials summarized
Assessment of specialty fit against your specific clinical questions
Preparation of case summary materials for expert review
Coordination support during retention
05

Standards of Care Review

Analysis of whether the care documented met accepted clinical and regulatory standards.
Typical use
Building the deviation argument, responding to defense expert reports.
The central question in most medical cases is whether the care met the standard. Answering it requires knowing what the standard actually is in that setting — and what it looks like when it’s met properly in the documentation.
We analyze the record against accepted nursing and clinical practice standards, facility policies where available, and applicable regulatory requirements, and we identify precisely where care deviated and how the record shows it.
You receive
Written analysis of applicable standards of care for the setting and clinical situation
Identification of specific deviations, each tied to record evidence
Reference to relevant regulatory or professional practice standards
Assessment of the causal relationship between deviation and documented outcome
Scope note: this analysis is clinical, not legal. Conclusions on liability and causation as legal matters remain with counsel and designated experts.
06

Case Strategy Support

A clinical thinking partner as you develop case theory.
Typical use
Ongoing, throughout case development.
Some of the most useful work happens in conversation — testing a theory of the case against clinical reality before you build discovery around it.
We work alongside your team to identify the clinical arguments worth pursuing, anticipate the defense’s medical position, and shape discovery to get the records and admissions that actually matter.
You receive
Working sessions with your litigation team
Clinical assessment of case theories and alternate explanations
Anticipated defense medical arguments and how the record answers them
Recommendations on records to request and clinical questions to pursue in discovery
07

Litigation Support

Continuous clinical support from discovery through resolution.
Typical use
Complex medical malpractice and nursing home litigation.
For complex or long-running matters, an engagement structured as ongoing support is more practical than a series of discrete projects. We remain available throughout the case for record review as new documents arrive, clinical questions as they come up, and analysis as the case shifts.
You receive
Ongoing review of records produced during discovery
Clinical input on demand throughout the matter
Assistance with discovery responses involving medical content
Support for mediation, settlement conference, and pre-trial preparation
08

Deposition Preparation

Clinical question development and witness anticipation before you go on the record.
Typical use
Before deposing treating providers, facility staff, or defense experts.
A deposition of a clinical witness lives or dies on the specificity of the questions. Generic questioning invites generic answers. Questions grounded in the actual documentation — the specific entry, the specific omission, the specific charting convention — leave far less room to maneuver.
We develop clinical question lines, anticipate how a nurse or physician witness will respond, and prepare you for the terminology and clinical reasoning you’ll encounter.
You receive
Proposed clinical question lines organized by topic and witness
Anticipated responses and recommended follow-up questions
A clinical briefing on the terminology and procedures at issue
Analysis of deposition transcripts after the fact, on request
09

Trial Preparation

Making complex clinical evidence understandable to a jury.
Typical use
Pre-trial, in coordination with your trial team.
Medical evidence that a jury cannot follow is medical evidence that does not persuade. The work of trial preparation is translation — turning a chronology into a demonstrative, a clinical concept into an explanation, a chart entry into a moment a jury remembers.
You receive
Clinical content and structure for demonstrative exhibits
Plain-language explanations of clinical concepts for direct and closing
Cross-examination support for defense clinical experts
Final review of medical evidence and testimony for clinical accuracy
10

Independent Medical Review

An objective clinical assessment, independent of either party’s theory.
Typical use
Settlement evaluation, mediation preparation, second opinions on expert positions.
There are moments when what’s needed is not advocacy but an unbiased clinical read — before mediation, during settlement evaluation, or when your own expert’s position needs testing.
We provide an independent clinical assessment based strictly on the documentation, without reference to the position either side is arguing.
You receive
An objective written clinical assessment
Analysis grounded in documentation and accepted practice standards
A candid statement of clinical strengths and weaknesses on both sides
Assessment of the reasonableness of treatment provided
11

Medicare Guideline Review

Analysis of coverage criteria, medical necessity, and documentation compliance.
Typical use
Insurance disputes, denied claims, billing-related allegations, long-term care matters.
Medicare rules shape how care is delivered and documented in skilled nursing and long-term care — which makes them central to a wide range of disputes, from denied claims to allegations that care was driven by reimbursement rather than clinical need.
With twelve years in case management working under these guidelines, we analyze whether documentation supports the level of care billed, whether coverage criteria were met, and whether the record reflects appropriate medical necessity determinations.
You receive
Analysis of documentation against applicable Medicare coverage criteria
Assessment of medical necessity as reflected in the record
Identification of documentation deficiencies affecting coverage
Plain-language explanation of the applicable guidelines for your team
12

Long-Term Care Consulting

Deep familiarity with how long-term care facilities actually operate.
Typical use
Nursing home litigation, elder abuse and neglect, wrongful death in facility settings.
Long-term care litigation turns on details that are invisible from outside the setting: how care plans are built and revised, how often assessments are required, what staffing patterns look like on a night shift, and what the documentation should show if care was actually delivered.
Twenty-four years inside these facilities means those details are familiar ground.
You receive
Review of care plans, assessments, and required documentation
Analysis of facility policies and procedures against actual practice
Assessment of staffing, supervision, and care delivery as reflected in the record
Evaluation of regulatory compliance issues relevant to the claim
13

Skilled Nursing Facility Consulting

Specialist analysis of SNF documentation, assessments, and care delivery.
Typical use
SNF negligence, pressure injury, falls, medication error, and elopement cases.
Skilled nursing generates a documentation trail unlike any other setting — assessments, care plans, treatment records, and Medicare-driven reporting requirements that produce a detailed picture of care when read correctly.
We analyze that record specifically: whether required assessments were completed and acted on, whether care plans reflected actual clinical needs, and whether the documentation supports the care that was billed and claimed.
You receive
Review of assessments, care plans, and clinical documentation
Analysis of whether interventions were implemented and outcomes monitored
Assessment of documentation completeness and internal consistency
Identification of deviations from required practice in the SNF setting

Every engagement starts the same way

A short consultation to understand the matter. A written proposal with scope, timeline, and fees. Then the work — with direct access to the consultant reviewing your case, start to finish.
Schedule a Consultation
Send Your Case Details
Response within one business day. No charge for the initial consultation.