Where Clinical Detail Meets Case Strategy
Supporting attorneys, insurers, and healthcare organizations in high-stakes clinical matters.

AREAS OF PRACTICE

MEDICAL MALPRACTICE

CATASTROPHIC INJURY

MASS TORTS

TOXIC TORTS

PRODUCT LIABILITY

NURSING HOME NEGLECT

BIRTH INJURY

Workers Compensation

Motor Vehicle & TRUCKING ACCIDENTS
WHAT WE DO: MEDICAL RECORD SERVICES
MEDICAL RECORDS ORGANIZATION
Systematic organization of medical records into a clear, logical structure to support efficient review, analysis, and reference across legal and claims matters.
BATES NUMBERING
Application of sequential Bates numbering to ensure consistent identification and citation of records throughout discovery and litigation.
INDEXING
Preparation of organized record indexes identifying key documents, providers, dates, and sources to support efficient retrieval and review.
PDF BOOKMARKING
Creation of structured PDF bookmarks to enable quick navigation and efficient access to key medical record sections.
OUTSTANDING RECORDS IDENTIFICATION
Identification of missing or outstanding records based on review of available documentation to assist in completing the medical file.
DOCUMENT REQUEST LIST
Preparation of targeted document request lists identifying specific records needed to complete or supplement the medical file.
WHAT WE DO: LITIGATION SUPPORT
DEPOSITION QUESTION OUTLINES
Structured deposition question outlines based on review of medical records and documentation. Questions are organized around key clinical events and care processes to support focused and efficient depositions.
DEPOSITION NARRATIVE SUMMARIES
Clear narrative summaries of deposition testimony organized chronologically and by topic to support efficient review and case management.
DEPOSITION PAGE-LINE SUMMARIES
Concise summaries tied directly to the transcript page and line citations, allowing quick identification of key testimony and topic areas.
Expert Witness Investigation
Objective due diligence review of expert witness qualifications, professional history, and publicly available materials.
Clinical–Policy Compliance Review
Structured review of medical records for alignment with applicable institutional policies, procedures, and recognized standards.
PURPOSE-DRIVEN MEDICAL CHRONOLOGIES
Medical chronologies tailored to the needs of each case—from high-level timelines for mass tort matters to detailed chronologies for complex medical litigation. Chronologies present the documented clinical record in a clear, organized format.
MEDICAL TERMINOLOGY GLOSSARY
A concise glossary of relevant medical terminology, abbreviations, procedures, and diagnoses referenced in the chronology to assist non-clinical readers.
MEDICAL EVENT TIMELINE
High-level chronological timelines identifying key events such as admissions, procedures, diagnoses, and discharges to provide a quick overview of the medical history.
Key Clinical Document Identification & Curated Portfolio
Targeted identification of clinically relevant records compiled into an organized PDF portfolio for efficient review by counsel, experts, or claims professionals.
WHAT WE DO: MASS TORTS
CASE ELIGIBILITY REVIEW
Objective review of medical records to confirm alignment with established case criteria, including diagnoses, treatment timelines, and relevant exposure factors.
MEDICAL DATA COMPILATION & CASE FORM SUPPORT
Analytical projections estimating potential future healthcare costs based on medical records and historical cost data.
WHAT WE DO: LIFE CARE PLANNING
LIFE CARE PLANS
Comprehensive life care plans prepared by a Certified Life Care Planner using evidence-based methodology to identify and project future medical and supportive care needs associated with injury or illness
MEDICAL COST PROJECTIONS
Analytical projections estimating potential future healthcare costs based on medical records and historical cost data.
WHAT WE DO: Medical Billing & Cost Analysis Services
Event-Related Medical Cost Quantification
Detailed analysis of billing records to identify and quantify medical charges associated with a defined treatment episode.
Provider- or Facility-Specific Subtotals
Itemized cost summaries organized by individual providers or facilities.
Chronology or Event Cross-Referencing
Alignment of medical costs with treatment events, timelines, or medical chronologies.
Billed-versus-Paid Medical Billing Reconciliation
Reconciliation of billed charges with payments, adjustments, and write-offs to provide a clear accounting of the financial disposition of medical charges.
Temporal Cost Summaries
Aggregation of event-related costs across defined time periods to illustrate cost progression.
Missing Medical Bill Identification
Comparison of medical records and billing records to identify potential gaps in billing documentation.
WHAT WE DO: UTILIZATION REVIEW
UTILIZATION REVIEW
Lex Fidelis conducts utilization reviews to evaluate the appropriateness, frequency, and duration of medical or behavioral health services based on clinical documentation and applicable evidence-based guidelines. Reviews support claims evaluation, case management, settlement planning, and risk assessment.
