Settlement and lien software for personal injury firms.
Find every lien before the money moves, calculate Medicare and Florida Medicaid amounts with the math shown, and release nothing until an attorney signs off.
In development with Florida personal injury firms. The demo runs on fictional clients and figures.
One settlement, two outcomes
A $150,000 settlement, a one-third fee, $8,500 in costs, and $96,200 owed to five medical providers. Illustrative figures.
Fees, costs and liens total $154,700, which is $4,700 more than the settlement. The client receives nothing.
The client nets $25,000, and every letter asks each provider for the same percentage.
Where settlements stall
The case is won, the release is signed, and the client is waiting. The weeks between settlement and the client's check are where most of the risk sits.
Waiting on payoff letters
Medicare, Medicaid and health plans set their own pace, and the request often starts only after the case settles.
Liens found too late
A lien that surfaces after disbursement leaves the firm to absorb it or unwind the payout.
Math rebuilt by hand
One provider agrees to a reduction and every other figure in the spreadsheet has to be recalculated and re-checked.
What it does
It takes a case from settlement to disbursement alongside the case management system your firm already uses.
Finds every lien up front
Intake asks every question that creates a lien: Medicare or Medicaid status, plan type, whether the hospital sits in a county with a lien ordinance, and every letter of protection. A final sweep repeats the checklist before disbursement unlocks.
Calculates the statutory amounts
Medicare's procurement-cost reduction and Florida Medicaid's recovery formula are computed, not typed in. Click any amount to see the formula with that case's numbers and the document behind each input.
Per 42 CFR 411.37 and Fla. Stat. 409.910(11)(f).
Keeps the waterfall live
Fees, costs, every lien and the client's net recalculate the moment a number changes. Set a target net and it solves one even reduction across the open liens.
Tracks the deadlines that end cases
Florida's two-year limitations period for negligence claims arising on or after March 24, 2023; Medicare's 60 days to repay after a final demand; and Medicaid's 60 days to pay or escrow, with a 21-day window to challenge.
Per Fla. Stat. 95.11, 42 CFR 411.24 and Fla. Stat. 409.910(17).
Drafts letters from live figures
Reduction letters pull their numbers from the ledger at the moment they are generated, and wait for attorney review. Nothing is sent from the platform.
Holds disbursement for an attorney
Every amount shows whether it comes from a document, a calculation or an estimate. Changing a verified number requires a reason, every change is recorded, and disbursement stays locked until an attorney signs off.
The platform prepares the disbursement sheet. Your firm moves the money from its own trust account.
Florida Medicaid doesn't use your fee
Florida's statute fixes the attorney fee in the Medicaid calculation at 25% of the recovery, whatever the firm actually charges. Here is the difference it makes.
| Settlement | $100,000.00 |
| Statutory attorney fee, 25% of the recovery | −$25,000.00 |
| Taxable costs | −$6,666.67 |
| Remaining recovery | $68,333.33 |
| Medicaid's share: half the remaining, capped at the $45,000 Medicaid paid | $34,166.67 |
Using the firm's actual one-third fee instead gives $30,000.00. That $4,166.67 gap is the kind of error that surfaces after the checks have gone out.
Illustrative example, not legal advice. Fla. Stat. 409.910(11)(f).
How it fits with what you have
Firms usually handle this work with a case management system, an outside lien firm, or a spreadsheet. The tracker adds what each one is missing, while the firm keeps control.
| Case management platforms | Outsourced lien resolution | Settlement & Lien Tracker | |
|---|---|---|---|
| Fees, costs and pro-rata reductions | Often included | Done by the vendor | Live, on every change |
| Medicare and Florida Medicaid statutory formulas | Varies; often by hand | Yes | Yes, with the formula shown |
| Source document behind each number | Varies | Varies by vendor | For every amount |
| Firm keeps control and visibility | Yes | The vendor runs the process | Yes |
| Attorney sign-off before money moves | Depends on the firm's process | The firm approves results | Enforced by the software |
Columns describe each kind of offering in general; individual products differ. Connections to Clio and Filevine are in development.
Become a founding partner
We're working with a small number of Florida personal injury firms to shape the platform around how settlements are really worked. Founding partners get:
- Early access, set up around your firm's workflow
- A direct line to the builder for every question and request
- Founding pricing, locked for as long as you stay
In return, we ask for a short call every two weeks and time with whoever manages your liens, since their workflow is the real specification.
Questions attorneys ask
Is this debt-collection software?
No. It is built for plaintiff personal injury firms, to resolve the medical liens against a client's settlement and prepare an accurate disbursement. CollectIQ Technologies also makes separate receivables software for businesses; the two products are unrelated.
Does it replace our case management system?
No. It works alongside the system you already use and covers the stretch from settlement to disbursement. Connections to Clio and Filevine are in development; until then, cases and existing lien spreadsheets can be imported.
Does it negotiate with providers or move money?
No. It calculates, drafts and records. Every letter, offer and disbursement waits for an attorney, and money only ever moves from your firm's own trust account.
Is it legal advice?
No. It performs calculations on the inputs your team provides and the statutory formulas it cites. Verifying every amount, and every judgment call, remains the attorney's.
Which states does it cover?
Florida first. Medicare's rules are federal, so they apply everywhere; other states' Medicaid and hospital-lien rules would be added as firms in those states join.
What about our clients' data?
The demo uses only fictional data. Before any firm's real case data goes in, the agreements and security measures that handling medical and financial information requires are put in place first.
How is it priced?
A monthly subscription with a set number of settled cases included, or a flat fee per case for firms that settle only occasionally. Founding partners receive founding pricing, locked for as long as they stay.