Workflow

How the five skills run a file together.

The skills are deliberately scoped so each does one job and hands off cleanly to the next. You don't have to use all five — but together they cover the spine of an MVA matter.

Stage 1 · Intake

Intake-to-Issue Summary

Turns a raw new-client intake into a structured, prioritized issue summary with a statute-of-limitations watch. Open the skill →

Stage 2 · Records

Records & Bills Request Letters

Generates the HIPAA records requests, itemized-bill requests, wage-loss verifications, and crash-report request a file needs. Open the skill →

Stage 3 · Chronology

Medical Records Chronology

Organizes medical records into a dated, source-linked treatment timeline with treatment-gap flags. Open the skill →

Stage 4 · Evaluation

Case Evaluation Memo

Builds an internal, privileged valuation memo: liability, damages range, liens, and an honest net-to-client estimate. Open the skill →

Stage 5 · Demand

Demand Package Builder

Assembles the outbound settlement demand: liability, treatment narrative, itemized damages, and a defensible demand figure. Open the skill →

01 · Why the stages are scoped this way

Each skill refuses work that belongs to another stage. The intake skill will not value the case; the chronology skill will not argue causation; the evaluation memo is never sent outside the firm; the demand builder does not organize raw records. Narrow scope is what makes the output checkable — a skill that tried to do all five jobs would produce something no one could audit stage by stage.

02 · How the hand-offs work
  • Intake → Records. The intake summary names the providers, employers, and agencies to write to, and flags whether a signed HIPAA authorization is on file.
  • Records → Chronology. The returned records and itemized bills become the chronology's raw input; the request tracker tells you what is still outstanding.
  • Chronology → Evaluation. The dated timeline, provider list, and billing figures feed the specials tabulation and the treatment-intensity reasoning behind a general-damages range.
  • Evaluation → Demand. The internal memo sets the demand figure and names the weaknesses to pre-empt. The memo stays in the file; only the demand goes out.
03 · Where the attorney sits in the loop

Every stage ends with something for a human to decide, not merely to read. Deadlines come back marked [CONFIRM WITH ATTORNEY]; unverifiable record content comes back [UNVERIFIED]; assumptions come back [ASSUMPTION]; and the demand builder closes every draft with an "Items for attorney review" block. The skills draft and flag. You verify, decide, and sign — see Using AI safely.

Tip: install them in case-lifecycle order (intake → records → chronology → evaluation → demand) and you'll have the whole spine of an MVA file covered. Installation takes about two minutes per skill — see the get-started steps.