Clinical Intelligence Review™
Clinical clarity for the cases that matter most.
A rigorous, structured clinical read of the complete medical record — built on the seven pillars of clinical intelligence — so your trial team enters the courtroom prepared, informed, and never blindsided.
The risk
Going to trial without a clinical read of the full record
Medical records rarely speak for themselves. Inside thousands of pages of documentation sit the details that decide a case — the timeline that shifts, the note that contradicts the summary, the care that was never documented, the deviation no one flagged until it surfaced in front of a jury.
When the clinical story goes unread, trial strategy rests on impressions rather than evidence. Strong firms end up pursuing weak cases on emotion, or defending positions they never should have taken — not because the law failed, but because the record was never fully understood.
The moment to know what the record actually says is before you commit the case — not after discovery has already spoken.
The deliverable
What the Review delivers
The Clinical Intelligence Review™ is Lexcura Summit's flagship combined report. Rather than commissioning separate analyses for each question, you receive one integrated review built on the core clinical intelligence components across all seven pillars.
- A complete clinical narrative
- The full record organized into a clear, chronological account of the care — what happened, when, and where the documentation departs from it.
- Identified strengths and vulnerabilities
- An honest assessment of where the record supports your position, where it cuts against it, and what each means for the case.
- Documented deviations from the standard of care
- Clinical findings set out plainly and precisely, ready to inform expert work and trial strategy.
- A defensible foundation for strategy
- Analysis your team can build on — grounded in the record itself, not in impressions or optimism.
The method
The 7 pillars of clinical intelligence
Clinical intelligence is the method Michelle Carroll developed to read a medical record the way it will be read in court. Every Review works through the same seven pillars.
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Pillar 2 of 7
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Pillar 3 of 7
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Pillar 4 of 7
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The engagement
A deliberate, transparent process
- 01
Consultation
A focused conversation about the case, the record, and the questions that matter most to your team.
- 02
Record upload
You provide the complete medical record through a secure channel. Confidentiality governs everything that follows.
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Itemized quote
You receive a written, itemized quote — base fee plus clinical complexity, record volume, and any specialist or executive review — before any work begins.
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Analysis
The full record is reviewed across the seven pillars, producing the combined Clinical Intelligence Review™ report.
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Strategy session
We walk through the findings together, so your team leaves with a clear, evidence-based view of the case.
Standard turnaround is 30 days from receipt of the complete record. A rush option is available when the calendar demands it.
Beyond the Review
Related packages
Deposition support
Clinical preparation for depositions — the record organized around the lines of questioning, with the inconsistencies and pressure points identified in advance.
Expert witness support
Behind-the-scenes clinical analysis that helps your experts testify from a foundation of documented findings rather than reconstruction.
Rebuttal support
A careful clinical read of the opposing side's medical narrative — where the record contradicts it, and how to show that it does.
Credentials
The clinician behind the Review
Michelle Carroll is the Founder and Chief Clinical Strategist of Lexcura Summit and the creator of clinical intelligence. She is the author of five published books, and her papers have been published by the American Health Law Association.
Her work sits at the intersection of clinical practice and the law: translating what the medical record actually contains into evidence attorneys can rely on. She also hosts a podcast on clinical intelligence in litigation, where the method and its real-world application are explored in depth.
Questions
Frequently asked
What case types does the Review cover?
The Review is built for high-value medical malpractice, long-term care, and healthcare cases — on both the plaintiff and defense side. If your matter involves a substantial medical record and meaningful exposure, it is likely a fit.
How long does the Review take?
Standard turnaround is 30 days from receipt of the complete record. When the calendar demands it, a rush option is available and reflected in the itemized quote.
Do you work for plaintiffs, defendants, or both?
Both. Established plaintiff firms and defense firms engage Lexcura Summit for the same reason: a rigorous, honest clinical read of the record. Our obligation is to the evidence, not to a side.
How is confidentiality handled?
Every engagement is governed by strict confidentiality from the consultation onward. Records are handled through secure channels, and nothing about your case is shared outside the engagement.
How are fees set?
Fees are scoped per case: a base fee plus clinical complexity, record volume, and any specialist or executive review. You receive a written, itemized quote before any work begins — so there are no surprises, ever.
Begin here
Request a consultation
Tell us about the case. We will follow up to schedule a focused conversation about the record, the questions that matter, and whether the Clinical Intelligence Review™ is the right fit.
Your inquiry is confidential. Submitting this form does not create an attorney-client or consultant relationship.