Case Development Services

Epiq offers best-in-class case development services—including claimant communication support, case intake and review, medical record retrieval and review, plaintiff fact sheet fulfillment, and call center support.

Using our integrated, cost-effective approach, you can supplement and scale operations with our deep reserve of capital, technology, and human resources. We work closely with your firm to understand your current capabilities and preferences, then deliver data management and reporting support that complements your existing process. Our case development clients enjoy the benefits of partnering with Epiq to develop case inventories without sacrificing quality or hands-on control.

Managing communication with a large population of claimants—whether that means collecting information or keeping claimants informed—is a challenge. Our technology investments and experienced team provide a scalable platform to extend your current client services and communication approach. We train our fulfillment center and claimant service teams to your standards for retainer and/or intake processing, and for providing updates and fact-finding communications with your claimants.

Comprehensive reporting gives you a clear view into status and progress, and helps you identify and overcome potential obstacles.

  • Call Center: We train our experienced call center team members on your specific project and litigation criteria. All calls are recorded so you can review for quality control. Call center services are available 24/7 for both inbound and outbound calls, in multiple languages upon request.
  • Document Processing: Processing and managing case intake-related documents can quickly monopolize a firm’s resources. We have established business procedures and technologies to manage the entire process—including printing, mailing, tracking, follow-up calls, and return processing documents, freeing up your staff to focus on tasks that are more productive. In addition, we review intake documents (such as HIPAA forms, HITECH authorizations, and claimant questionnaires) for completeness and accuracy, and identify the information required to request records and move cases forward.

Epiq collaborates with you to set review and reporting standards and establish clear communication between our retrieval and review team and your staff. We can work with your preferred retrieval vendor or leverage our relationships to obtain preferred terms and manage all aspects of the retrieval process, including record handling, facility fee payment, obtaining authorizations, and curing information gaps.

We train our review analysts on the litigation and review standards before assigning them to your project. Medical and/or legal professionals perform each review and capture all relevant data in a structured database, which can be used to automatically populate portions of short-form complaints and plaintiff fact sheets, transfer data to your system, or generate other types of valuable analysis.

Epiq case managers can directly handle follow-ups to resolve record and data deficiencies, or we can report them to your team for resolution. Either way, we will work to ensure timely progression of each case to inventory or discharge, according to your standards.

Our plaintiff fact sheet fulfillment services leverage our medical record, data management, and communication capabilities to streamline the plaintiff fact sheet process. All plaintiff fact sheets are completed by our experienced paralegals, minimizing the strain on your back office and the need to manage temporary workers.

Comprehensive tracking and reporting enables your team to direct processes and prioritize particular files on an on-going basis. Whether a litigation requires submission to a dedicated fact sheet system or a standard submission, we will handle the fulfillment of all documents and templates for your final approval to submit.

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Lea Morris

Lea Morris

Vice President, Class Action and Mass Tort SolutionsSend a messageview all experts right


10300 SW Allen Blvd.
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