PI Settlement Coordination That Keeps Cases Moving
The Bottleneck: Why Settlement Coordination Requires Expertise
The Volume and Timing Pressure
Settlements involve multiple parties operating on different timelines. Medical providers, lienholders, insurers, and internal teams often move at different speeds. As settlement volume increases, small delays compound, slowing case resolution and extending closeout timelines by days or weeks.
The Risk of Costly Errors
Settlement documentation requires accuracy across figures, dates, releases, and lien information. Errors can trigger disputes, payment delays, or even legal complications affecting both the settlement and downstream accounting.
The Attorney Time Drain
When attorneys handle settlement coordination, they often lose 5–10+ hours per case to administrative follow-ups, time that should be spent on negotiation and case strategy, reducing throughput and directly impacting firm profitability.
Remote Case Manager Solution: The Core Process
Step 1: Settlement Intake & File Assessment
Step 2: Ongoing Coordination & Follow-Up
Step 3: Settlement Readiness & Case Closeout
Tools and Technology That Support Settlement Coordination
Remote Case Managers operate within the tools and systems already used by PI law firms to maintain visibility, documentation control, and settlement progress.
Case Management Platforms
Document Management Systems
Task and Workflow Tracking Tools
Communication and Collaboration Tools
Calendar and Scheduling Systems
Secure File Sharing and Access Controls
Measurable Benefits to Your PI Firm
Increased Capacity
By removing settlement bottlenecks, firms can close significantly more cases per month without adding in-house workload.
Reduced Overhead
No additional hiring, onboarding, or payroll expenses. You gain an expert without the financial burden of expanding your staff.
Greater Accuracy & Compliance
Your firm benefits from consistent verification, cleaner settlement files, and fewer errors in disbursement calculations.
Faster Case Completion
More efficient coordination shortens the gap between receiving the settlement check and delivering funds to the client—often improving turnaround times by several days to a full week.