For law firms
A closeout tracker for personal injury firms. Every lien on the case, its original amount, the reduction you negotiated and its status, so the settlement can be paid out as soon as the last one is final.
One-time build · $4,300
30 days
after a Medicare conditional payment letter, if no response is received, a demand letter is issued automatically.
The conditional payment letter lists every claim Medicare thinks is related to the case. Unrelated lines have to be found and disputed before the final amount is right.
GovernmentCMS on conditional payment information
Medicare, health insurers and providers each have their own letters, amounts and timelines. The money cannot go out until every one is settled.
GovernmentCMS on conditional payment information
Personal injury is one of the most frequent sources of malpractice claims. Paying out before a lien is resolved is exactly the kind of mistake that becomes one.
StudyABA Profile of Legal Malpractice Claims, via the Washington State Bar
Medicare, health insurance and provider liens for the case, each with its letter, amount and deadline.
Mark unrelated Medicare lines to dispute, record reductions as they are agreed, and see what is still open.
When every lien is final, the closing statement is produced: settlement, fee, costs, each lien and the amount to the client.
Price
$4,300
One time, for the finished tool. About 60–110 hours of work at the same $50 an hour as the cost calculators on this site.
Talk about your firmA letter from Medicare listing the payments it believes it made for treatment related to the case, and the interim total it expects to be repaid. Unrelated claims on it can be disputed.
No. Your team negotiates. The tool records every lien, its status and the agreed amounts, so nothing is paid out early.
No. Medicare's recovery portal has no connection for outside tools. Letters are uploaded and amounts entered, and the tool keeps track.
Yes. Records and bills from the records desk feed the list of providers that may hold liens.
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Updated Sep 28, 2026A 30-minute call gets you a rough timeline and cost — no obligation, no sales deck.