Move claims forward
Standardize the repetitive case-manager work that often slows demand prep and settlement readiness.
Workflows
Automate the claim work between intake and demand.
Onyx Intel connects document capture, case matching, missing-record monitoring, records requests, bills, demand readiness, and human review into one PI pre-litigation workflow.
How it works
A clear path from scattered PDFs to attorney-ready files.
Capture
Email PDFs, fax scans, uploads, and claim documents enter one document intake queue.
Classify
Onyx Core reads file signals, detects likely document type, and matches the document to the right case.
Monitor
Missing medical records, bills, police reports, claim numbers, and provider follow-up stay visible.
Prepare
Chronology, demand packet readiness, records requests, and bill checks build from the same case context.
Review
Attorneys and legal assistants approve final outputs before demand, reductions, or CRM handoff steps move forward.
Core workflows
The case-manager tasks that decide whether a file is demand-ready.
Email and fax-scan document capture
OCR and document classification
Case matching with confidence
Police report monitoring and extraction
Letters of representation support
Medical records request tracking
Medical bills and treatment comparison
Health insurance and lien follow-up
Demand package readiness
Reductions workflow review
Clio and Litify-friendly handoff
Human approval before final outputs
Human review
Automation that preserves professional discretion.
Onyx helps staff move faster, but it is designed around supervised legal operations. The firm decides what gets approved, exported, sent, or negotiated.
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Low-confidence matches go to review instead of being auto-attached.
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Missing-record and bill gaps stay visible before demand prep starts.
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Reductions and final outputs remain subject to attorney or legal assistant approval.
Protect discretion
Keep professional review where it belongs: uncertain routing, legal output, reductions, and final approvals.
Work with existing systems
Use Onyx as the workflow layer around the CRM, not as a forced replacement for Clio, Litify, or firm operations.