Document intake
Inbound mail and records split, classified, matched, flagged, and filed to the right claim.
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Claims Back-Office Support
Hand us the file work that bogs your team down.
Use Caseline for scoped claims work with clear inputs and useful work product: intake, file review, med chrons, QME prep, reserve reads, and claim review prep.
Start where the desk is slowest.
Pick one recurring file type, one diary problem, or one review packet. Caseline scopes the work, returns source-cited output, and expands only after the work product proves useful.
First-pass file review
Claim notes, records, bills, correspondence, and legal filings read before an examiner opens the file.
Med chrons
Treatment, work status reports, diagnostics, MMI, impairment, and provider activity organized by date.
QME, AME, and IME prep
Issue lists, source excerpts, document packets, and draft questions prepared for medical-legal review.
Reserve reads
Reserve worksheets checked against the medical record, disability periods, procedures, and litigation signals.
Claim review prep
File-level summaries, missing-records lists, plan of action drafts, and supervisor-ready review packets.
Sample claim file
WC-2024-08812
Date of injury03/14/2024
Accepted body partLumbar strain
Treatment coursePT through 07/18/2024
Medical-legal eventIME: MMI with impairment rating
Indemnity paid to date$18,420
Output: med chron, file summary, missing-records list, reserve flags, and plan of action draft, with every finding cited to source pages.
How a workflow starts
1
Pick one workflow
Bring one recurring file type, one diary problem, or one review packet that keeps slowing the desk down.
2
Caseline scopes the work
We define the inputs, review standard, expected work product, and the people who need to trust it.
3
Review a concrete example
Your team sees the shape of the cited output before deciding what should run.
4
Decide what happens next
Keep it narrow, expand only where the result is useful.
Built for sensitive claim files.
Caseline is designed for reviewed, source-cited work product on confidential claim material.
BAA available when the workflow requires it
No customer data used for model training
Audit trail on reviewed work product
Single-tenant deployment available
Talk through a workflow
Tell us where the desk gets stuck. We will help define the smallest useful workflow and show what reviewed, source-cited output should look like.