Book a demo Save tens of hours every week on manual file progression —
automated.
CoClerk is the AI that IME operation teams use to cut the daily grind of file management, summarization, QA, scheduling and file progression. It keeps every IME matter moving without the manual back-and-forth that slows down your operations across the US and Canada.
The workflows we automate for your practice.
File management
CoClerk organizes every IME file end-to-end — intake, indexing, tagging and structuring records so nothing is lost between the claimant, examiner and firm.
- Centralized intake and indexing of all IME-related records
- Consistent naming, tagging and folder structure across matters
- Clean hand-off between paralegals, examiners and attorneys
File summarization
Every IME file is summarized into a clear, cited overview — treating history, imaging, prior IMEs and key opinions — so the reviewer sees the whole picture in minutes.
- Concise chronology with citations to source pages
- Key findings, opinions and diagnostics surfaced up front
- Summaries kept current as new records arrive
QA and fact-check
CoClerk cross-checks every summary, chronology and outbound document against the underlying record — flagging inconsistencies, unsupported statements and missing citations before anything leaves the firm.
- Line-by-line verification against source records
- Inconsistency, omission and citation-gap flags
- Attorney-ready review notes on every output
Scheduling
CoClerk runs the IME calendar — matching examiners and claimants, sending notices and confirmations, and handling reschedules across US and Canadian jurisdictions.
- Examiner and claimant coordination end-to-end
- Notices, confirmations and reminders across channels
- Rescheduling and no-show recovery handled without dropped balls
File progressing
CoClerk moves each IME file forward — tracking status, next actions and deadlines so nothing stalls between exam scheduled, report received and matter closed.
- Real-time status of every file and next action owner
- Deadline and follow-up tracking with automatic nudges
- Clear view of what's stuck and why, across the whole caseload
Answers, before you ask.
- Does CoClerk work for plaintiff, defense and insurer-side IME work?
- Yes. The same workflows serve both sides — plaintiff and claimant firms use CoClerk to critique defense IMEs and prepare rebuttal experts; defense firms, insurers and TPAs use it to coordinate exams, brief examiners and prepare cross-examination materials.
- How does CoClerk handle claimant health data?
- Records workflows run on infrastructure with a BAA (US) and equivalent data-processing agreements (Canada), encrypted at rest and in transit, with role-based access and full audit trails. Client and claimant data is never used to train models, and US and Canadian data-residency requirements are supported.
- Can CoClerk work with our existing examiner roster?
- Yes. CoClerk works with your firm's or insurer's existing examiner panel — tracking specialties, availability and prior engagements — without prescribing who you use.
- Does an attorney or adjuster still review every output?
- Always. IME critiques, rebuttal briefings and cross-exam outlines are drafts prepared for attorney or adjuster sign-off, never sent externally without review.
- How long does implementation take?
- Most firms and claims teams are live on IME scheduling and briefing within two to three weeks, and on report review and critique drafting within four to six.