If you missed our live session, here's what you need to know.
Yesterday, our team walked through exactly how SettLiT helps personal injury and mass tort firms get answers faster. Not in weeks. In minutes.
Hal Peshdary (Staff Product Manager) and April Skoko (VP of Operations and Customer Success) led the session, covering everything from claims data filtering to our newest capability: individual access through Qualified Health Information Networks (QHINs).
Who This Session Was Built For
- PI firms evaluating digital medical workflows or struggling with incomplete intake data
- Mass tort teams screening large dockets and needing fast qualification signals
- Operations and intake leaders managing high client volume with limited time
- Existing SettLiT customers looking to optimize usage or explore new data access options
The Problem We Started With
Medical record retrieval is a mess. Firms wait 30 to 60 days for records. Clients forget where they've been treated. Strategy decisions get delayed because critical data arrives too late.
We started in this space doing manual retrieval during the Purdue opioid cases. After waiting six months for pharmacy records, we knew there had to be a better way. So we built one.
What SettLiT Actually Delivers
In the webinar, April walked through real client examples (anonymized) showing exactly what comes back when you run a query:
Provider Lists: One search returned 45 providers for a single client. Most firms get four or five names at intake. That gap matters.
Medication History: Full dispensing details with NDC codes, prescriber information, quantities, and day supply. For mass tort cases like Roundup, this tells you immediately whether the right manufacturer was involved. For PI cases, it surfaces pre-accident pain medications that could affect case strategy.
Conditions and Procedures: ICD and CPT codes with date filtering. Set your accident date, then filter to see what happened before, during, and after. In the demo, we showed a PI case with 338 diagnosis codes. Filtered down to pre-accident neurology and orthopedics in seconds.
Lab Results: Pathology and lab values from networks like Quest Diagnostics, with LabCorp coming online soon. Critical for mass tort qualification.
Records (CCDAs and PDFs): When electronic medical records are available, they come back in CCDA format, convertible to PDF. Progress notes, discharge summaries, radiology reports.
Key Takeaways
Think data first, not last. If you had medical intelligence at your fingertips within five minutes of signing a client, how would that change your intake process? Your case strategy? Your trial prep?
Cutting-edge network access. Individual access through QHINs puts you first in line. No one else in legal has done this before.
Actionable intelligence. Structured data with filters means you're not scrolling through PDFs. You're finding what matters.
Operational efficiency. One query to multiple networks. No faxes. No follow-up calls. No six-month waits.
Questions From the Session
How is SettLiT different from a retrieval vendor like Record Point or Medfetch?
We're not a traditional retrieval company. Instead of requesting records from Doctor Bob, we cast a wide net across digital networks and see what comes back. One to many, not one to one. We complement manual retrieval. We don't replace it entirely.
How do you handle pre-existing conditions?
Set a date of injury in SettLiT, then filter results to before, during, or after. We also built an insights page that summarizes observations and medications across those time periods.
How does the Smart Advocate integration work?
Add a client in Smart Advocate. They sync to SettLiT automatically. We run enrichment, you request records, and everything syncs back. Same flow for Filevine. No manual exports.
What about HIPAA compliance?
Everything is consent-driven. We have a patient data agreement approved by all network partners. All HIPAA authorizations are stored in the client profile with full audit trails. Nothing happens without your client's signature.
Is there a bulk workflow for mass tort?
Yes. API for full automation, CSV bulk upload through the portal, or integrations with your case management system. We'll work with you to find the right fit, even if it's a custom solution.
Watch the Full Session
The recording is available below. If you want to see how this would work with your cases, book a demo and we'll walk through it with your own data.
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