# The Medical Malpractice Software Checklist: Intake Screening, Records, Experts, Deadlines, and Client Updates

Audience: medical malpractice lawyers managing intake screening, expert review, medical records, chronology building, statute dates, litigation tasks, settlement tracking, and client updates.

## Use this before booking demos

Score each candidate from 1–5 for the workflows below. The goal is not to buy the biggest platform; it is to reduce the highest-friction bottleneck in the med-mal file.

| Workflow | Why it matters | Score |
|---|---|---|
| Intake screening | Quickly separate viable claims from expensive non-fit matters. | ___ / 5 |
| Medical record collection | Track requests, missing records, authorizations, and received files. | ___ / 5 |
| Chronology and review notes | Keep chart review, timelines, and key facts organized. | ___ / 5 |
| Expert review | Track experts, deadlines, deliverables, costs, and opinions. | ___ / 5 |
| Statute/deadline tracking | Keep limitation dates, notices, and litigation deadlines visible. | ___ / 5 |
| Client updates | Reduce status-call drag without leaving clients in the dark. | ___ / 5 |
| Payments and costs | Track retainers, costs advanced, invoices, or payment workflows as applicable. | ___ / 5 |

## Shortlist prompts

1. Which step currently delays good cases the most?
2. Where do records, notes, and expert feedback live today?
3. Who owns deadline review after a case passes screening?
4. Which reports would help the firm see case status at a glance?
5. What must integrate with the current phone, email, payment, and document setup?

## Starter tools to compare

- Filevine / CASEpeer for litigation-heavy case management.
- Lead Docket / Lawmatics for intake discipline and follow-up.
- Clio for broad practice management if the firm wants a general hub.
- CallRail, Smith.ai, LawPay, Zapier, and Notion as supporting workflow layers.

Affiliate links are placeholders until Andrew approves applications and the site has a live URL.