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Case Preparation™ &
Negotiation Preparation™

Product guides
Case Companion™
Demands™
Express Demands™
MedChrons™
Executive Analytics™
Case Preparation™
Negotiation Preparation™
Settlement Repository™
Missing Docs Check
What is the Missing Docs Check feature, and how does it work?
Missing Docs Check identifies missing medical bills and records by analyzing uploaded case files.

It takes up to 24 hours to process (depending on file size) and can be run multiple times as new files are uploaded. If a bill for a specific date of service and provider is found without a corresponding record—or vice versa—the system will flag it as a missing document. Matching is based on the combination of date of service (DOS) and provider. Please note Missing Docs Check is only available on a case before document requests are submitted.
What happens if documents are flagged?
When documents are flagged, you have several options to manage them. Irrelevant flags, such as orders or referrals misidentified as missing, can be easily dismissed with a single click. Missing records can be uploaded directly to resolve the flag, and you can track your progress by viewing a list of resolved flags. This functionality ensures that your case files remain accurate and complete throughout the preparation process. Since our system is designed to ensure we catch any missing bills or records, it will occasionally misidentify a document (for example, orders or referrals for treatment). If so, it’s just a button-click away to dismiss them.
How do I integrate the Case Preparation™ product with my preferred case management system?
Integration is supported with select case management systems (Litify). Reach out to your Customer Success Manager (CSM) who will put you in touch with our integrations team to get you set up. Once connected, documents and case data sync automatically from your case management system into the Case Preparation™ and Negotiation Preparation™ tools, reducing manual uploads.
Treatment Timeline
What is the Treatment Timeline feature, and how does it work?
  • The Treatment Timeline feature provides a clear, visual representation of the client’s treatment history using the medical records uploaded to EvenUp.
  • It organizes providers and dates of service into a timeline, highlights any treatment gaps of one month or more, and displays the total treatment range.
  • For customers with a CMS integration, the timeline updates automatically after running a Missing Docs Check.
  • For all other customers, the timeline updates within 24 hours of new records being uploaded.
  • This feature helps you quickly identify gaps, track treatment progress, and enhance case preparation.
Case Strengths and Weaknesses
What are Case Strengths and Weaknesses, and how do they differ pre-demand (Case Preparation™) and post-demand (Negotiation Preparation™)?
Case Strengths and Weaknesses help attorneys identify key factors in a case at different stages of the legal process.
  • Pre-demand (Case Preparation™), these tools allow attorneys to highlight key strengths—such as surgeries, diagnostic tests, and injections—that increase the case’s value. Simultaneously, Case Weaknesses flag potential weaknesses, like prior injuries or incidents, enabling attorneys to anticipate and address challenges early on in a case. This ensures a thorough and strategically prepared case.
  • Post-demand (Negotiation Preparation™), Case Strengths continue to emphasize high-value treatments and diagnostic evidence to strengthen settlement arguments, while Case Weaknesses help attorneys anticipate adjuster strategies, such as undervaluing the case by citing prior conditions. By comparing medical bills against policy limits and identifying critical factors, the tool provides actionable insights and counterarguments to enhance negotiation strategies.
These features save time, improve case preparation, and maximize case outcomes at every stage.
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