Medical malpractice intake software: AI intake that screens med mal claims and books the consult

Medical malpractice inverts the usual intake math. In most practice areas the goal is to book as many qualified consults as possible. In med mal, the goal is to decline most callers correctly and cheaply, because a full workup involves ordering records and paying a physician to review them, and the firm cannot afford to do that for every person who is angry about a bad outcome. A bad outcome is not malpractice, and the intake has to establish enough facts to tell the difference before anyone expensive gets involved.

Consultations runs that screening conversation the instant an inquiry lands. It asks what happened, which provider or facility was involved, when the treatment occurred, and when the caller first realized something had gone wrong, and it measures those answers against the criteria your firm defines. The callers who clearly do not fit are handled with care and declined, and the ones who might have a case are captured in full and moved forward, so your reviewers spend their time on matters that could actually become cases.

A malpractice intake has to establish who the provider or facility is, what the injury or the disputed outcome was, when the treatment happened and when the harm was discovered, whether the patient survived or died, whether the caller has any records already, and whether they have spoken to or retained another firm. The treatment and discovery dates matter most, because the statute of limitations in a med mal case often turns on when the patient knew or should have known of the injury, not only on the date of the treatment itself.

Consultations gathers these as a conversation, following what the caller describes. If they mention a delayed diagnosis, it captures when they learned of it. If a family member is calling about a death, it handles that gently and records the date. What the reviewer receives is a brief that already lays out the provider, the injury, the key dates, and the deadline, with any documents attached, so the decision to work the case up starts from the facts instead of a blank intake sheet.

Med mal callers want to know one thing: do I have a case. Consultations never answers that. It does not tell a caller whether their treatment fell below the standard of care, does not estimate what a claim might be worth, does not give legal or medical advice, and does not predict an outcome. It gathers the facts, screens against your criteria, flags the deadline, collects documents, and books the consult for the callers who fit.

Whether a case exists is a legal and clinical judgment that belongs to your attorneys and medical reviewers after records are obtained and evaluated. The screening the firm defines is applied consistently at intake, but the determination is the firm's. Every detail the caller shares, including sensitive medical information, is consented, private, and owned by your firm.