Treating providers and medical specials
Record each treating provider by type, from emergency and imaging to physical therapy and surgery, with where treatment stands: treating, discharged, or referred out. Bills are tracked against each provider with their balances, and Lumbre totals the medical specials and keeps them on the matter header. Records and bills that arrive by email land on the case through document management.
Insurance policies and limits
Every policy on the claim sits on the case: the carrier, policy and claim numbers, and the limits, so the numbers a paralegal works from are always at hand.
Liens, subrogation, and litigation funding
- Liens by type: provider and hospital liens, health-insurance subrogation, Medicare, Medicaid, workers’ comp, prior-counsel charging liens, and child support.
- Each lien’s status (asserted, negotiating, resolved, or waived), its payoff, and any reduction.
- Litigation-funding loans tracked against the matter.
Lumbre tracks liens so nothing is missed at disbursement. It doesn’t give legal advice about them; those decisions stay with your attorneys.
Settlement modeling and the disbursement breakdown
Model each settlement with its amount, attorney fee, and deductions. A case can have more than one settlement: case costs and lien payoffs are subtracted once from the combined net, so a single lien is never counted twice. The result is a clear disbursement breakdown for the case.
Protecting medical information
Medical records and bills are sensitive. Read how Lumbre protects your firm’s data.
Frequently asked questions
- Does Lumbre total the medical specials?
- Yes. Bills are recorded against each treating provider, and Lumbre totals the medical specials for the case and shows them on the matter header.
- Does Lumbre give advice on liens?
- No. Lumbre tracks each lien, its status, and its payoff so nothing is missed at disbursement. Decisions about liens, reductions, and payoffs stay with your attorneys.
- Can a case have more than one settlement?
- Yes. Each settlement has its own amount, fee, and deductions. Case costs and lien payoffs are subtracted once from the combined net, so a single lien is never counted twice.
- How is medical information protected?
- Each firm's data is kept separate and documents are stored in access-controlled cloud storage. Our Security page explains how we protect your data.
Browse all Lumbre features.