Personal injury
Liens and letters of protection, current on both sides of the matter.
The practice posts to one ledger. The firm reads the same one. Medical spend on a matter is known as it stands, not as of the last statement.
One ledger, two readers
Matter ledger · example · posted by the practice, read by the firmone record, two readers
DatePosted to the matterAmountBalance
12 MarMild traumatic brain injury assessment performed, with the letter of protection attached at intake850.00850.00
14 MarLetter of protection received from the firm and attached to the matter—850.00
19 MarRemote therapeutic monitoring, first thirty days240.001,090.00
2 AprSurgical consultation visit425.001,515.00
16 AprTelehealth visit, medication management180.001,695.00
30 AprRecords produced to the firm against its authorization, recorded on the matter—1,695.00
23 SepPayment from settlement proceeds−1,695.000.00
Every line is posted once, against the diagnostic event that produced it. The firm's view is this record, not a statement of it.
For the practice
Liens, letters of protection, and the attorney-of-record relationship live in the case record, not a spreadsheet beside it.
For the firm
Charges and balances on every matter where the firm is attorney of record, current when you look.
Nothing new to operate
The clinician orders, the result comes back, the charge posts with its lien attached. Nobody learns a second system.
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