Book a demo Records, chronologies, demands —
handled.
CoClerk is the AI clerk personal injury firms use to automate medical records collection, build cited chronologies from thousands of pages, and draft first-pass demand letters — in your firm's voice, in your case management system.
Where the hours go — and why they don't have to.
Records take 90 days.
HIPAA authorizations in the US, PHIPA / PIPEDA-compliant requests in Canada, faxes, portal uploads, follow-up calls — the records cycle is the single biggest gate on time-to-demand and time-to-fee.
Paralegals become chasers.
Your best operational staff spend their days chasing providers instead of building case strategy or handling client relationships.
Demands sit half-drafted.
By the time records arrive, chronologies get built manually, damages get typed into a template, and the demand goes out weeks late.
The workflows we automate for your practice.
24/7 intake for PI leads
Every lead that comes in — day, night, weekend — is greeted within seconds, qualified against your practice criteria, and delivered to your intake team as a signed retainer or a structured brief.
- Mechanism of injury, treatment status, insurance capture
- Statute-of-limitations flagging
- Direct hand-off into your case management system
Medical records collection
Privacy-compliant requests drafted, sent, faxed and chased — HIPAA authorizations for US providers, PHIPA / PIPEDA-aligned requests for Canadian providers. CoClerk follows up on schedule, calls release-of-information departments and files returned records automatically.
- Auto-drafted HIPAA (US) and PHIPA / PIPEDA (Canada) requests per provider
- Fax, portal, email and outbound-call follow-up
- Records ingested and filed to the matter automatically
Cited medical chronologies
Thousands of pages of records become a date-ordered, ICD-coded chronology — with every entry linked back to the source page so nothing is taken on faith.
- Treatment timeline with dates of service
- Diagnosis and procedure extraction
- Provider and charge summary
First-pass demand letters
Once the file is summarized and damages are quantified, CoClerk drafts the first pass demand — in your firm's voice, with your standard sections — for attorney edit and sign.
- Firm-voice matching from your prior letters
- Damages framing tied back to records
- Attorney review checkpoint on every send
Answers, before you ask.
- Is CoClerk HIPAA and PHIPA / PIPEDA compliant?
- Yes. Every records workflow runs on infrastructure with a BAA (US) or equivalent data-processing agreement (Canada), encrypted at rest and in transit, with role-based access and full audit trails. Client data is never used to train models, and we support US and Canadian data-residency requirements.
- Does it integrate with our case management system?
- Yes — CoClerk hands work directly into the case management systems most PI firms already run. No copy-paste.
- Do lawyers still review the demand letters?
- Always. Every outbound artefact — demand letter, correspondence, filing — has a human review checkpoint. CoClerk drafts; your attorneys sign.
- How long does implementation take?
- A typical personal injury firm is live on intake and records collection within two weeks, and on chronology and demand drafting within four to six.