| Email and fax-scan intake | Staff often download attachments, rename files, and manually place scans into the case. | Onyx captures inbound documents from email and upload workflows, then moves them into supervised case intake. |
| PI case matching | Documents may sit in folders until someone manually connects them to the correct claim. | Onyx Core surfaces case matches, confidence, and source reasons so staff can route or review the document. |
| Missing records monitoring | Gaps are often found by comparing spreadsheets, treatment notes, and staff memory late in the claim. | Onyx keeps missing records, bills, provider follow-up, and claim-document gaps visible as the file develops. |
| Police reports and claim documents | Police reports, claim numbers, and carrier correspondence may be tracked outside the main file. | Onyx is positioned to keep police-report context, claim identifiers, and related documents connected to the case workflow. |
| Medical records and bills | Records and bills are often reviewed separately, making treatment gaps and bill mismatches easy to miss. | Records, treatment chronology, bills, and demand readiness stay tied together for review. |
| Letters and records requests | Letters of representation and records requests may rely on separate templates and manual provider selection. | Onyx supports workflow context for letters, records requests, provider follow-up, and missing-document work. |
| Demand packet preparation | Demand packets may require manual copy, paste, bill checks, chronology assembly, and PDF packaging. | Demand readiness is built from case facts, chronology, bills, missing records, and attorney-review controls. |
| Reductions and final outputs | Post-settlement reductions and final outputs can become disconnected from the evidence record. | Onyx keeps review and approval expectations clear so reductions and final outputs remain professionally supervised. |
| CRM fit | A CRM may store the matter, but not automate every document, record, bill, and demand-prep task around it. | Onyx works alongside systems like Clio and Litify as the PI workflow layer around the CRM. |
| Human review | Automation can be either too manual or too opaque, depending on the stack. | Low-confidence routing, demand output, and final decisions stay visible for attorney or legal assistant review. |