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Clinical Intelligence
Clinical Intelligence Case Screening Toolkit
Know if a medical case is worth taking before you take it.
A 7-pillar screening checklist, a medical-record red-flag guide, and a 15-minute video walkthrough — the same first look our team uses before a firm commits to a claim.
$47 · Instant download · Use it on your very next case
The problem
Most cases are signed before anyone reads the records.
The story comes first
A client's account is compelling, the emotion is real, and the case gets signed on the strength of the story alone.
The records tell a different story
Months in, the charting, timelines, and prior history surface details that never came up in that first conversation.
The investment is already made
Time, expert fees, and staff hours are spent on a case the records never supported — and now you have to unwind it.
What's inside
Three tools. One clear read on the case.
The 7-Pillar Case Screening Checklist
Seven questions that pressure-test liability, causation, and damages before you sign — so screening becomes a discipline, not a hunch.
The Medical-Record Red-Flag Guide
What to look for in charting, timelines, and prior records — the early signals that a claim is strengthening, or quietly falling apart.
The 15-Minute Video Walkthrough
Watch the method applied start to finish, so you can run your first screen with confidence the same day you open the toolkit.
Fit
Who this is for — and who it isn't.
For you if…
- You're a solo or small-firm plaintiff attorney handling medical malpractice, nursing home, or personal injury cases.
- You want to screen cases in-house before committing expert fees.
- You'd rather decline the wrong case early than discover it months in.
Not for you if…
- You're looking for a machine that guarantees wins — no checklist can promise that.
- You want a replacement for medical expert review rather than a filter before it.
- You handle defense-side work; this method is built for plaintiff screening.
About the founder
Michelle Carroll
Founder and Chief Clinical Strategist, Lexcura Summit
Michelle Carroll built Clinical Intelligence on a simple conviction: attorneys deserve to know what the medical records really say before they invest in a case. As Founder and Chief Clinical Strategist at Lexcura Summit, she has spent her career reading charts the way a case needs them read — early, plainly, and without wishful thinking.
She is the author of 18 published books and her papers have been published by the American Health Law Association. The toolkit on this page is the same screening method she uses with the firms she advises.
Clinical Intelligence Case Screening Toolkit
$47
One-time payment · Instant download
- 7-pillar case screening checklist
- Medical-record red-flag guide
- 15-minute video walkthrough
14-day full refund if it isn't a fit.
FAQ
Questions, answered plainly.
What format is the toolkit in?+
Everything is digital. After cleared payment, Michelle emails access to the checklist and red-flag guide as PDFs and the walkthrough as a streaming video. No software to install.
How long does it take to use?+
Most attorneys complete their first full screen in 30 to 45 minutes. After a few cases, the checklist becomes a 15-minute habit you can run the same day a potential client calls.
Does this replace a medical expert?+
No. It does the opposite: it tells you whether a case is worth sending to an expert at all, so you spend expert fees on claims the records can actually support.
What if it isn't a fit? Can I get a refund?+
Yes. If you work through the toolkit and don't find it useful, email us within 14 days and we'll refund the full $47. No forms, no hassle.
What comes after I buy?+
After cleared payment, Michelle emails access to all three materials. When a case needs a closer look, you can book a Case Readiness Consult with our team.
Already have a case on your desk that needs a closer look?
Start with the toolkit. And when a case needs more than a screen, book a $497 Case Readiness Consult with the Lexcura Summit team — the case is reviewed and the results emailed to you within three days, with time to discuss if you need it.
Pay Now — Case Readiness Consult · $497