Thank you for joining the FileVine webinar titled The Clinical AI Playbook. We have a lot of great insights to dive into today. My name is Eric Bermudez. I'll be your host and moderator today. I'm the VP of Strategic Partnerships here for FileVine. Once again, thank you for being here and taking time out of your busy days. Let's go ahead and go over a couple of housekeeping items before we begin. So today's webinar is being recorded, and you will receive the recording. All registrants actually will receive the recording here in a few business days that will be sent out via email. Also, at the very end, there is a QR code. So make sure to stay here at the very end. We'll talk talk through what that QR code will lead to and what to do in terms of next steps, but it's an exciting offer that we would love to discuss with you. And, again, we are so excited that you have decided to join us. Lastly, we do want this to be engaging. I'm sure many of you are going to have questions, and we are eager to answer those questions. So submit those questions through the Zoom feature. At the very bottom, there is a q and a tool where you can submit all of your questions. Please submit those, and we will either answer them live if we can, or we do have a few minutes at the very end for q and a, and we'll make sure to take care of all of those. With that being said, it is my pleasure to now introduce our speakers from the MTMC team. Kelly, Justine, welcome, and thank you for being here. Oh, thank you for having us. Thank you. First, allow me to introduce Justine. Justine Hanna is cofounder of Mass Torts Medical Consultants and a registered nurse with sixteen years of experience spanning neonatal intensive care, medical, surgical, renal, and hospice practice. She brings a calm systems oriented approach to dissecting complex medical records and strengthening narrative defensibility in high volume litigation. Based in Utah with her husband and three children, she balances scaling businesses with managing a little chaos at home, both of which require precision, resilience, and a strong sense of humor. So again, welcome and thank you for being here, Justine. And Kelly. Kelly is a cofounder and the CEO of Mass Tortz Medical Consultants where she leverages over sixteen years of nursing experience, including flight medicine, trauma, education, and emergency services to support complex personal injury, medical malpractice, and mass tort cases with expert medical insight. Before entering legal nursing consulting, she served in the US Air Force and earned degrees in clinical laboratory sciences, nursing, and a master's in forensic nursing. She blends clinical grit, military precision, and a heart for mentoring into our leadership style that's both highly skilled and genuinely down to earth. So, again, thank you for being here, Kelly. Thank you. With that being said, I will now turn the time over to Kelly and Justine. Oh, actually, let me run through the agenda. So we do have an exciting jam packed agenda for all of our attendees today. There's a lot that we're gonna cover, so please bear with us. Kelly and Justine and myself will help navigate through the next six or seven bullets on the agenda. But we will discuss AI draft and documents. And AI is a big part of this discussion, and coupling AI with MTMT services is something very, very special that we're excited to get into. Second, we'll go into where the risk actually lives and why human review is a confidence layer that all the firms attending should pay attention to. We'll also then dive into how firms use clinical review strategically, what a defensible workflow looks like, which is really, really important. I will also discuss briefly about FileMine security, which is also very important, especially in today's society and world. And lastly, we will go through q and a. So, again, make sure to submit those questions, and, we'd like to to answer those at the end. With that, I will go ahead and turn the time over to the MTMC team. Oh, great. Thank you so much, Eric. It's a pleasure to be here today, and thank you everyone for taking some time out of your day. Justine and I are the co owners of Mass Heart Medical Consultants. And today, we're really gonna be talking about something that we're seeing as becoming one of the most important leverage points in modern practice, which is really the clinical coherence and clinical confidence. So what the heck is clinical coherence? So it's MTMC making sure all of the medical stuff makes sense. This is going to turn into your firm's clinical confidence in your case. So FileVine AI is gonna draft. It's gonna summarize. All of these tools take, place in minutes. Remember just even a couple years ago, it was, like, months to get medical records and slough through them. Now we're talking minutes. That speed is very powerful, but this speed is not the same as clinical judgment. So FileVine AI recognizes patterns. Clinical professionals interpret them. So when a treatment timeline doesn't match severity or a diagnosis that lacks objective support, when you have that gap in care that weakens permanency, AI is going to accelerate this work, but clinical verification is gonna protect it. So today isn't about replacing technology. It's about strengthening it so that the output you rely on carries that clinical confidence, not just efficiency. So let's talk about some hidden risks. So when your files are scrutinized by adjusters, defense counsel, medical experts, other plaintiff firms, we're really not reading those casually. We are reading them diagnostically. We all inherently are scanning for inconsistencies, narrative drift, medical implausibilities. Right? But here is a key point. Exposure rarely announces itself. We find it's very subtle. It's cumulative. It's a death by a thousand paper cuts instead of a singular catastrophic flaw. So this symptom progression that isn't medically typical. Right? What do you do with that? A diagnostic study that doesn't support the severity described or your timeline that actually weakens your causation. So all of these individually can be very minor, but collectively, they erode your credibility. And once your credibility erodes, your val valuation follows. Yeah. So we're gonna talk about some common exposure points. I'm gonna warn you ahead of time. This is our media slide. Just stay with me because whether you outsource your reviews or whether you're doing it in house, these are the exposure points that we want you to be aware of. And the first one is gonna be a treatment time line that doesn't support the severity narrative. Now the severity is gonna tell your story. The treatment pattern should corroborate that. If someone's alleging, like, debilitating pain but only is seen a handful of times in the last eight months, that discrepancy is going to be immediately noticed by the other side. Or when a claimant alleges substantial impairment, but the care trajectory is limited or inconsistent, that misalignment is going to invite scrutiny into your case. So significant injuries typically produce consistent care patterns, and clinical review is what's gonna help determine whether those treatment patterns reflect true improvement, a barrier to care, or whether the narrative is outpacing that narrative or the medicine. Number two is injury emphasis that doesn't match the records. So clinical records reflect what providers found most significantly medically significant in real time. Why were they there at that visit? What do they think is the priority? So when a demand is emphasizing one injury, but the medical records may show another that is focused on, that misalignment's gonna create tension in your narrative. So clinical coherence requires alignment between what is claimed, what is treated, and then what is medically emphasized. Now when you have those three elements drift apart, that's when your file becomes vulnerable. Number three is a diagnosis mentioned without clinical context. So a diagnosis alone does not establish the severity or the impact on the claimant. Spondylosis, for example, it sounds kind of serious, but, really, it's pretty common in adults over forty. Another diagnosis where we see this a lot is a traumatic brain injury. If you're told somebody has a traumatic brain injury, that can mean a whole array of things. So without tying that diagnosis to a functional limitation or the documented findings, It's just some income white noise in the background. Clinical coherence requires more than just the terminology and diagnosing. It requires linkage. Number four is the symptom is overstated or understated. This happens a lot in our pain patients. Right? So if someone has a constant nine out of ten pain, but all of a sudden the pain scale shows intermittent mild discomfort, that's gonna shift the tone of your narrative. So looking at things like, is the pain acute or chronic? That's an important distinction. What type of pain is it? Is it somatic? Is it visceral? Is it neuropathic? Is it something else? That's also gonna paint the story. So things like pain scores, provider notes, functional reports, treatment escalation, they should all move in the same direction and be compared. It is when you're looking at them, it's not just a snapshot and chime. You really need that whole picture to really know what's going on. And the fifth one is our gaps in care that are not explained. Hey. Look. We know life happens. Right? Insurance may lapse. Transportation issues may happen. Child care conflicts. Whatever that may be to complete create unexplained gaps in that care. But insignificant injuries, continuity of care often reflects ongoing impairment. So when there's those significant pauses, but there's no context behind why those pauses are occurring, defense likes to interpret those pauses as clinical improvement. Now is that improvement all the time, or is there something we can document behind there? So when you're looking at clinical coherence, we're requiring not only documenting that gap, but giving the reason ahead of time so that there's no question. Now our last one, we are almost through it to it, is our prior conditions. So this is our heavyweight category. Right? Because if preexisting conditions aren't peripherally framed, differentiated, aggravated, contextualized, they're gonna become the main focal point for your conversation. That's not what you want. And this isn't just about pain or musculoskeletal issues that are prior conditions. It can even be things like Parkinson's. We've had a claimant that was a Parkinson's patient prior to his injury. He was doing well on his medication. He actually functioned and worked as a doctor in the hospital and was doing well. He got into what would be considered a mild car accident, but it completely threw him through a loop. You can see in his chart all the different Parkinson's medications he went on after and was never able to get back to his prior level of function before. So looking at things like that too, what was the care like before, and what was the care like after is going to be very important. Individually, none of these can kill a case, typically, unless they're strong enough. Right? But, cumulatively, they're going to erode your credibility, and the credibility is gonna directly impact your leverage. Yeah. That's a great point, Justine. So why does this matter? So, really, adjusters and defense counsel are were trained to detect misalignment. So once these inconsistencies are spotted, your dynamic is gonna shift. Instead of discussing value, you're gonna be dissecting reliability. The reserve settings are gonna change. Your negotiation posture is gonna harden. When you start to get those requests for additional documentation, you know you're headed the wrong way. But here's the uncomfortable truth. Most of this exposure is preventable because it rarely stems from the severity of the injury itself, but rather the misalignment within that medical narrative. So when your timeline, your treatment intensity, your diagnosis, and the claimed impact align very cleanly, negotiations will move with much greater speed and confidence. So again, elaborating a little bit on the story that Justine told, this client, again, high functioning Parkinson's in a very minor car accident, fifteen to twenty miles an hour. The attorney was actually going to discharge his case. He didn't even think it was worth doing a demand letter on because the client's behavior was just so outrageous. But we he knows us well enough that he took a chance. We said, hey. Let us take a look at this. And what we found was that the client again, I don't know if many of you know, but a car accident can send Parkinson's clients into spiraling that they never recover from. So working with the client and the attorney, we were able to help the attorney negotiate a confidential settlement because this client can no longer work. His family left him. His behavior is so, outrageous because of the Parkinson's, and now he has a traumatic brain injury, which who would think you'd get that from fifteen mile an hour, very minor, no damage to the car. So why this is so important is because on the other end of all of these demand letters, whether they're very small or very large, whether you're a small law firm or you're a massive law firm, are clients that are relying on us to do the best that we can. And so Justine and I take this very, very personally when we're looking at these kind of medical narratives because we see that AI is just this fantastic technology, and we also need to, like, marry that with this beautiful coherence and confidence clinically. And that's one of the things I think really has inspired us, to do this process. Yeah. And I will say, if I may interject, Justine and, Kelly, this is this is a really fascinating moment in the legal technology and legal services industry. I mean, we're we're at an intersection where I think the pace has never been seen before in terms of AI. And some of the customers may be wondering why would a legal AI company like FileVine partner with MTMC? And I wanna just take a few moments and describe this. MTMC is a strategic partner of FileVines for sure. And I think you can start to realize AI is is it now the the lengths and the results and the productivity of AI is absolutely incredible. If you if you don't if you haven't seen FileVine AI or what Lois can do for your firm, please, I invite you to contact FileVine. We'll discuss that. Even with that, it will always go so far, and we are huge advocates that it's about enhancement and it's never about replacement when it comes to technology. The enhancement portion is where the MTMC's offering can come in and catch these subtleties and really, really important nuances that maybe your teams and AI will never be able to catch that can really just make that case even that much more strong. So I just wanted to emphasize from a technology vendor and company standpoint, AI is important. This is just as important when it comes to keeping the human and the eyeballs in the loop on that review. Yeah. Great point, Eric. And let's talk more about the FileVine AI. It's extraordinary extraction. It can tell you what happened, when it happened, who documented it. The capability has really transformed our workflow. But the extraction isn't the same as evaluation as you pointed out. A timeline does not automatically demonstrate progression. A list of diagnosis is not gonna inherently establish severity, and a treatment plan does not on its own often prove causation. So clinical coherence is gonna require pattern recognition. So what are nurses looking for when they're looking at these records? Logical. They're looking at does the deescalation match the symptom report? Does the treatment intensity correlate with the claimed impact? And the fact of the matter is too that seventy percent of the data out there in medical records has some sort of error in there. So even when the information is correctly extracted, there still might need to be those details that need to be ironed out. And, really, these are not data questions. These are all reasoning questions. And reasoning, particularly in medicine, still requires clinical judgment. Yeah. That's a great point, Justine. So let's talk about the confidence layer. And I think at this point, Justine and I do a lot of presentations. We realize that we forget to tell people. We have an entire staff of, US trained nurses that do this. So if you're like, how are these two doing all of this? We have a huge company, basically, that helps us get this done because we're never gonna do anything halfway. The FileVine AI is really gonna generate and organize that draft. Right? We look at that as, like, the first sweep. Like, we're reducing so much time because remember when the associates would have to draft it and then the medical people, like, we always miss, like, oh, this thing, and there's this back and forth email, and it's just, like, taking forever to get demands out. So what we do is we take this FileVine AI that generates this great draft, then we use our targeted RN clinical review to really evaluate that that coherence is there before you even get it back to your office, which I think is fantastic. So think of it as adding this like structural credibility. What it really does is it, make sure the alignment, of the narrative goes with the documentation. It emphasizes actual treatment patterns. It's not up to debate. It predicts attack points that are gonna be addressed proactively. Right? Those red flags that I swear get us every time. We're like, oh, shoot. So this is not about redoing the work. It's about pressure testing it. And I love that because we use AI in our own business. And the fact that we can have it pressure tested before it goes out into the public, I think, is fantastic. Because before that file reaches your adjusters, defense counsel, your retained experts, it's already been looked at very distinctly with that clinical lens. Because once it leaves your office, you know it's going to be evaluated diagnostically. Yeah. Absolutely. So let's talk a little bit more about what the confidence layer review is. So this is not applied universally. Not every file needs it, and Kelly's gonna go a little bit more into depth of what those files are that do in that next slide. But this is a completely optional service, and you can use it selectively. You don't have to run every single file through. If you want to, we obviously welcome it, but this is reserved more for your more, complex cases that Kelly will go through. So the review does run-in parallel. It's not gonna bottleneck the system. Your AI is continuing to draft. The teams are gonna continue processing. Your throughput's all gonna remain intact. What we're doing is we're evaluating the targeted exposure points without interrupting the workflow. It's really quality assurance, not a workflow disruption. And that's a great point, Justine. So, again, looking towards the future, strategic firms are not gonna apply this to everything. I mean, again, you want MTMC to look at all your stuff. We're happy to do it. But let's talk about where we really see this making the biggest difference in your docket, in your clients, in your community is gonna be where settlement value is substantial. Right? Again, we talked about sometimes demand letters of thirty five thousand may not seem like a lot to you, but that can be life changing money to a huge percentage of your client population. So, you know, maybe, again, it's it's a viewpoint, but, settlement value is very can be substantial. Where you're anticipating defense analysis is gonna be rigorous. We all know there are defense counsels out there that you you're like, whoo. Okay. Let's go. Medical complexity is gonna increase your risk of narrative drift. So when you have those very complex clients that unfortunately get in a car accident or have a slip and fall, it really can complicate their case. Our objective is always very simple. Apply clinical scrutiny where that external scrutiny is going to be greatest. So your high value cases, your bellwether adjacent cases, any complex multi provider histories. We often come in and help out when there's a car accident or a tractor trailer accident where you have twenty to thirty treaters. Long treatment arcs. Again, keeping track of what the client's supposed to be doing, those change of living type things, and then where that clinical coherence matters most. Maybe you just have a case that is the client just has touched your heart, and you're like, you know what? We're just gonna do everything we can to make sure we get them the most we can. So it's precision without disruption, and that really is our primary operating principle. Alright. And what firms don't do? I think we've beat this horse, but not they don't route every file. The second thing is they don't slow down their workflow. Growth is require scale. Right? And this model is built to support your system in scaling, not restrict it. And the last thing they do is they don't replace or don't run away from AI. AI is really no longer optional in in this world. The firms that refuse to adopt it and learn how to use it are going to fall behind in the next several years. The objective is not to avoid AI or to be scared of it. It's to use it intelligently. Leverage those tools that we have available. Right? We just wanna make sure that the output is always clinically coherent before it reaches that level of scrutiny, and that's gonna be the difference between scaling fast and scaling sustainably. That's a great point. So let's talk about how we have purposely made this implementation so light. How many times have you sat through a webinar and you're like, oh my gosh. Is great. And then it's like a nine month implementation, and you're like, oh goodness. I'm out. So FileVine AI is gonna continue to draft. Right? It's doing its thing. Now let's say you haven't sampled the FileVine AI draft. Let's talk. Right? Let's talk after this. Clinical review is going to evaluate the coherence in parallel. Your teams are still gonna be doing their stuff. We're not adding to their workflow. We're running in parallel over here. This is, again, not meant to replace FileVine AI. There's no retraining of your team. They don't need to learn another system, another another anything. It doesn't overhaul existing systems, and it absolutely does not create bottlenecks because we're not gonna use it if it does. So nothing's rebuilt. Nothing's rerouted. What we're doing is strengthening that output without sacrificing the velocity because speed still matters. Right? We're not here to reduce your scale. We're here to protect it. Now if you're asking how the heck is security potentially gonna work around this, Eric is going to give us a little bit of, the security. Yeah. And and just like we work with the MTMC teams where, they work really hard to find potentially those cracks that could decrease the value of a case, we take the same level of importance and care and attention when it comes to those cracks the software and in the technology. And we have taken incredible measures. We have a full blown cybersecurity team that manages all the compliance, all the certificates to ensure that not only from a data standpoint and from a partner standpoint, what goes back and forth, what they see, what we see in the technologies that are in use, everything is secure and safe. We've recognized from early on ten years ago when FileVine started, the one thing that can take a firm down to its knees overnight within seconds is a massive breach. And so we have done everything in our power to make sure that that doesn't happen and that your data is protected within the walls of FileVine. So many of you know that we are now SOC two Type two, we've had that for a couple of years. The new one is the low authorized FedRAMP marketplace as of October first, twenty twenty five. FedRAMP is basically one of the highest levels of security in order for the technology to be used in the federal government space. Those are not easy hoops to go through and orders to jump over, but our teams accomplish that with our technology. So when you work with MTMC and of course when you're working with FileVine AI, Lois or any of FileVine products and software, know that we have worked really hard to ensure that they comply with the highest level of security standards. Fantastic. Thank you, Eric. And I wanna touch on quickly what clinical review is versus what it is not just so that we have that crystal clear distinction. So what review is is deliberately narrow function. We're not gonna assign value to your case. We're not gonna dictate or shape your litigation strategy, and we're not offering expert opinions for this project. What we are doing is we're identifying areas where misalignment and interpretive gaps could weaken that credibility under scrutiny. So I think as Kelly has said it before, it's really a structural reinforcement applied before that external review. It's not medical advocacy, although Kelly and I do think that this is a bit of patient advocacy, not legal positioning. It's simply that coherence verification. Yes. So when we talk about scaling, I mean, again, we're all in a business. Right? So FileVine AI is going to amplify the output, but scale does not discriminate. It's gonna multiply both your strengths and weaknesses of your cases. So if your narratives are really tight, your scale is going to increase your leverage. Right? That's the goal that we want. But if they're inconsistencies, your scale is going to multiply those exposures. So firms that do scale successfully over the next several years will be combining speed with that scalability and the analytical oversight that we think is really important. So it's all of this without sacrificing momentum because that's where this balance really lives, and that's where your durable leverage exists. Alright, guys. You did it. We made it to our last slide. But let me just close with this. Our industry is moving permanently towards speed and scale. That trajectory is not stopping anytime soon. So the real question is no longer is the information in the file. It's does this story withstand scrutiny? Because those small inconsistencies in your case rarely destroy a case, but they entered doubt into the conversation. They're gonna slow negotiations. They're gonna reduce your leverage, and often this is done subtly. So what we're doing today is not talking at is what we're discussing today is not adding It's targeted judgment applied to the point where credibility is tested. Right? FileVine AI is still managing your volume. Your teams are managing your strategy. Clinical review is really gonna be that protection of the narrative that supports the value. And when these three work together, the speed, the scale, the com clinical confidence, your leverage is going to strengthen. And clinical confidence should always be intentional. And if that's a priority for your team, we'd love to talk. So we're happy to answer any questions, discuss how you think alignment could work with your current process. This is our contact info, but now is a fantastic time. We are definitely here. Hit us with some great questions. Thank you, Kelly. Thank you, Justine. Much appreciated. Very, very insightful, and, it's very apparent how you can help a FileLine customer walk through and and achieve better results. So please, audience, if you do have any questions, feel free to submit those. If we want to go back one more, Kelly, let's go let's go ahead and leave that that QR code up. Is this QR code they fill out their contact information, and it goes to you two, and then you'll reach out for just an introductory call to to find out how you can help? Yes. Yeah. Or the info at MTMC goes to both Justine and I, our email. So because one of the questions that we do get quite a lot is I haven't tried any of the FileVine AI. But what I mean, we're being really serious when we say, hey. Let's talk because we were blown away by how quickly these products are are working. So, I think it's really interesting to get a viewpoint of the product, if you will. Absolutely. Okay. Well, let's go ahead, and we do have a couple of questions to to kick things off. Why don't we first you mentioned a little bit of this a minute ago, Justin and Kelly, but I'm sure there might be questions around it's not just you two doing all this work. There's an entire team behind you doing these reviews. And so maybe you can talk through what does that training look like, and how can you give that confidence to all of these firms listening that we do our jobs incredibly well? What does that training look like for a team member of yours? Yeah. As, we mentioned, all of our reviews are conducted by US trained and licensed registered nurses with real clinical experience that have gone undergone our rigorous interview and vetting process. They have made it through. So we've really, Kelly and I are the ones who have actually developed and, structured our training protocols, our standardized review guidelines, and we have an amazing internal quality assurance team that ensures everything that goes out is consistent and accurate. In our team meetings that we have, we love to discuss things that maybe have challenged us a bit, and we love to learn from each other as well because we've all come from different areas. There's so many specialties you can go into with nursing, and being able to get together and share that knowledge, we think, is very valuable. And so, really, it's that clinical expertise paired with the litigation awareness and that shared education that really is the backbone of our team. Great. Next question. If there's a firm listening and and they wanna get started, they may have the are are there minimums to cases, or how does the contract look like? Is there a trial period? How can they get their feet wet with MTMC's offerings? Yeah. I can take that one again, Kelly. So we don't require minimums. Like we said, we don't expect people to use this for every case. Again, welcome it. Love it. But it's really meant to be selective so that you can go in and choose for that process for it to be reviewed. And how we wanna structure it is the ability for when you generate your Demand AI is to be able to click that option for an MTMC verified review. So most firms are gonna start with small batches. Right? See the quality before we expand further on because, really, we want to build that confidence first and scale second. There is a limited time trial phase going on now for the first few who schedule a call, But I will just leave that for there, and we can talk about that further. Wonderful. Okay. Maybe we have time for a couple more. Maybe someone in the audience is is wondering, well, we we do our own. We're doing just fine. We haven't had any issues. And maybe they don't know what what they don't know. Right? And I'm sure you hear that often often as well. Maybe you can point to some of the biggest differentiators of the benefits having MTSC come in as a third party, do another clinical review. How do you differentiate yourselves from those firms that say, we do this ourselves. We're doing just fine. Oh, that's a fantastic question, Eric. I mean, we respect firms that do that, because, again, I think it really comes down to your comfort level. But we usually start with a conversation regarding scalability and clinical rigor. We know our paralegals are the most amazing people out there, but we also know that they are really working at max capacity. So if it's a conversation where your firm is maybe right on the cusp of growing or, you know, you're just like, oh, you're so close. You know, maybe this is something that would help with a few of your cases. We treat people the same whether they have two demands a week or a thousand demands a week. All the demands are very equal to us. But we also challenge the firms to say, hey. If we can take some of that burden off like, pretend like we're your ten ninety nine. We come in. We do a project. We leave. You know, the whole firm wants to go, to a conference. How many times is is that able to happen? So we really can look at certain cases, some, you know, all it it really depends on your needs, but we always respect people that do it themselves. But if we really get down to it, I'm gonna say, hey. The clinical rigor, like, let us look at your hardest case, and and we'll compare because we always can find a little nuance. For instance, the Parkinson's and the and the mild car accident or minor car accident. So I hope that answered the question. I feel I kind of was all over. No. That does. I I think that I think that makes complete sense. And and you do have an offer, and it's almost what do you have to lose by getting a second opinion that's only gonna increase the strength, legitimacy, and and potentially value of that case. Yeah. Yes. Exactly. Great. Well, it looks like we don't have any additional questions. And so once again, Kelly, Justine, thank you to the entire MTMC team, to all the FileMine customers. As a partner, we do invite you to contact and reach out to MTMC. They'll walk you through any additional questions, the details, and have an introductory call. And you can contact them either with the QR code on your screen or you can reach out to them at this email info at m t m c one dot com. With that, that will end today's webinar. Once again, thank you, Kelly and Justine. To all of the listeners and FileBank customers, thank you for joining. Have a wonderful rest of your Tuesday. Thanks, everyone.