Preliminary medical record review

Identification of potential medical issues, standards of care, causation, and damages

Risk stratification and viability opinion (liability and damages)

Recommended next steps and document checklist for case development

Deliverable: Summary of findings and recommendation

Complete review and organization of medical records, imaging, and ancillary reports

Chronology/timeline of care with key events and dates

Extraction of pertinent facts and creation of issue-focused summaries

Identification of missing records and suggested subpoenas

Deliverable: detailed case summary and indexed timeline

Creation of a concise, date-sequenced chronology of care and events

Highlighting of deviations from standard care, gaps, and critical decision points

Cross-referencing of records, orders, and notes to timeline entries

Deliverable: printable chronology document formatted for deposition/trial use

Comparison of provided care to accepted standards for relevant specialty and timeframe

Identification of deviations, breaches, and potential proximate causes

Reference to applicable guidelines, literature, and practice norms (citations included)

Deliverable: written standard-of-care report with clear findings and rationale

Assessment of whether deviations likely caused the plaintiff’s injury or worsened outcome

Evaluation of attributable damages and likely trajectory absent the alleged breach

Review of preexisting conditions and contribution analysis

Deliverable: causation/damages memorandum with levels of certainty and supporting rationale

Targeted literature searches and provision of copies or citations of relevant guidelines, articles, and studies

Summaries of evidence applicable to the case issues

Deliverable: literature packet with annotated relevance to case arguments

Hourly or retainer-based access for follow-up questions and case strategy meetings

Regular updates as new records are obtained or as case positions evolve

Deliverable: meeting summaries and updated written analyses as requested