Qualify.AI — Intelligent Record Analysis

Validate What's in the Records.Before It Costs You.

Qualify.AI is Lexmata's targeted record analysis tool — built for mass tort, personal injury, and workers' comp teams that need fast, structured confirmation of key clinical findings at scale.

Mass tort litigation moves fast — and so does a busy PI or workers' comp caseload. Whether you're managing thousands of claimants or a full roster of open files, you can't afford to advance cases based on assumptions about what's in the records. Qualify.AI gives your team a structured, data-driven read on every file — so you know exactly what's documented before the next step in your process.

Already Built For

Four Case Types. Purpose-Built Output for Each.

Qualify.AI isn't one template stretched across practice areas — it's configured per case type. Published templates are live today for mass tort, personal injury (motor vehicle), personal injury (slip & fall / premises liability), and workers' comp. Workers' comp cases alone pull from four dedicated output tabs instead of two — including a Billing Summary and Case Summary most litigation tools don't offer at all.

  • Mass Tort
  • PI — Motor Vehicle
  • PI — Slip & Fall / Premises
  • Workers' Comp
See exactly what's extracted for your case type

The Problem We Solve

High-volume caseloads break manual workflows.

Problem

No standardized system for record intelligence at scale

Law firms managing high-volume caseloads — mass tort, PI, or workers' comp — face hundreds or thousands of open files, inconsistent record sets, and no centralized system to retrieve, process, and analyze data across the full portfolio. Manual approaches can't keep pace, and generic legal software wasn't built for this.

Solution

One platform. One workflow. Scalable across thousands of files.

Lexmata serves as an end-to-end medical record intelligence platform for claims-driven litigation — handling record retrieval, AI-powered data extraction, targeted identification, and human-validated review. One platform, one workflow, scalable across thousands of files, regardless of practice area.

Problem

Hours wasted qualifying claims that never convert

Before investing attorney or case manager time, firms need a fast, reliable way to screen whether a claimant's records actually support the case — mass tort, PI, or workers' comp. Manual record pulls and reviews waste hours on files that don't hold up.

Solution

Qualify faster. Advance with confidence.

Qualify.AI provides AI-powered case qualification — pulling structured data points from records (diagnosis type, injury date, diagnosing facility, and more) to help firms quickly validate case strength before advancing in the pipeline, no matter the practice area.

Why Qualify.AI

  • Compact Output Files

    Small, manageable file sizes for effortless data mining and case analysis.

  • 99% OCR Accuracy

    Patented text recognition for highest accuracy identification of medical terms.

  • Spreadsheet Export

    Filterable data — sort by diagnosis, date, facility, and more.

  • Expert Validation

    Optional nurse reviewer verification for complete clinical confidence.

How It Works

Three steps. Case-ready output.

Qualify.AI ingests your records, runs targeted extraction, and delivers clean structured data — no manual read required.

  • 01

    Submit Your Files

    Upload claimant medical records through the Lexmata platform. Any size, any page count — Qualify.AI handles the volume.

  • 02

    Targeted AI Extraction

    Qualify.AI runs case-specific extraction against the data points that matter for your case type — organized into purpose-built output tabs. Mass tort and PI cases get Medical Findings and Case Indicators; workers' comp adds Work Status & Disposition and Billing Summary, since those claims carry disability and billing considerations the others don't.

  • 03

    Structured Output Delivered

    Results come back as a clean, filterable spreadsheet — sortable by diagnosis, date, facility. Ready to inform case decisions immediately.

Sample Output

From raw records to structured intelligence.

Every finding extracted, linked back to the source page, and delivered in a filterable spreadsheet your team can actually use. What used to take days takes hours.

Qualify.AI sample output showing medical record data extracted into a structured spreadsheet

Extracted Data Points

Configured to your case type.

Every Qualify.AI output is organized into tabs, and which tabs and fields populate depends on your case type. Here's what's live today, pulled directly from our published templates.

Mass Tort
  • Diagnosis & Injury Type
  • Historical vs. New Diagnosis
  • Date of Injury
  • Age at Diagnosis
  • Diagnosing Facility
  • Source Page with Hyperlink
Personal Injury — Motor Vehicle
Medical Findings
  • Injury / Diagnosis
  • Diagnosis Type
  • Diagnosis Date
  • Body Part Affected
  • Causation to MVA
  • Treating Provider
  • Facility Name
Case Indicators
  • Date of Accident
  • Date of Record
  • Mechanism of Injury
  • Treatment Type
  • Surgery Indicated
  • Permanency / Disability Opinion
  • Pre-Existing Conditions
  • Death Indicated
Personal Injury — Slip & Fall / Premises Liability
Medical Findings
  • Injury / Diagnosis
  • Diagnosis Type
  • Diagnosis Date
  • Body Part Affected
  • Treating Provider
  • Facility Name
Case Indicators
  • Date of Incident
  • Incident Location / Property Type
  • Fall Mechanism
  • Surgery Indicated
  • Permanency Noted
  • Pre-Existing Conditions
  • Death Indicated
Workers' Compensation
Medical Findings
  • Injury / Diagnosis
  • Diagnosis Type
  • Date of Injury / First Treatment
  • Body Part Affected
  • Work-Related Attribution
  • Treating Provider
  • Facility Name
Work Status & Disposition
  • Mechanism / Work Activity
  • Work Status
  • Work Restrictions
  • Surgery Indicated
  • MMI Status
  • Impairment Rating
  • Death Indicated
Billing Summary
  • Provider / Facility
  • Date Range
  • Total Charges
Case Summary
  • Client Name
  • Date of Injury
  • Employer / Agency
  • Incident Description
  • Primary Injuries
  • MMI Dates & Ratings
  • Total Providers

Customizable to your case type — these are today's published templates, and new tabs or fields can be added as your practice's needs evolve.

Where It Fits

Know if you have a case. Then prove it.

Qualify.AI works at two critical stages of the claims process — in mass tort, PI, and workers' comp alike. First, as a qualification tool — giving your team a fast, structured read on whether a claimant's records actually support a viable case before you invest further resources. Then, as cases progress, as a validation layer that confirms specific clinical findings are documented and defensible before advancing or settling.

In Practice — Social Media Harm Litigation

Advanced-Stage Claim Validation

As cases progress, firms need to confirm that specific clinical findings are actually documented and supported in the records — not just assumed. Manual validation at scale is slow and inconsistent. Qualify.AI runs targeted analysis against the specific data points that matter at the validation stage — giving firms documented confidence before advancing or settling claims.

Active use: Morgan & Morgan
In Practice — PI, Motor Vehicle

Proving the Accident Caused the Injury

Causation is the whole case in an auto claim. Qualify.AI flags whether the treating provider explicitly links the injury to the accident (Causation to MVA), and surfaces mechanism of injury, treatment type, and any pre-existing conditions that could complicate that link — before your team invests further in the file.

In Practice — PI, Slip & Fall / Premises Liability

Establishing Where and How It Happened

Premises cases turn on the scene, not just the injury. Qualify.AI extracts incident location and property type, fall mechanism, and permanency findings directly from the records — the specifics that make or break a premises liability claim.

In Practice — Workers' Compensation

Confirming Work Status Before Advancing or Settling

WC claims hinge on functional status, not just diagnosis. Qualify.AI surfaces work status, work restrictions, MMI status, and impairment rating — plus a dedicated Billing Summary and Case Summary tab — giving adjusters and attorneys a claim-ready view instead of a raw chart dump.

Primary Use

Case Qualification at Intake

Run Qualify.AI at intake to determine case viability. The structured spreadsheet output tells you exactly what's in the records — so your team makes a go/no-go decision based on data, not assumptions.

Pre-Settlement Validation

Validate clinical specifics before advancing or settling claims. Know what the records say — and what they don't.

Record Set Auditing

Audit claimant files for completeness and clinical specificity. Surface gaps before they become problems.

Pricing

Simple, transparent pricing.

Flat rate or tiered by page count — choose what works for your inventory.

AI Processing Only

$50
per file — flat rate

Flat rate regardless of page count.

Tiered OptionFee
Up to 250 pages$50
251–500 pages$75
501–1,000 pages$100
1,001–2,000 pages$125
2,001+ pagesContact Us

Qualify.AI Questions

Common questions about AI-powered case qualification

Qualify.AI is Lexmata's targeted record analysis tool built for mass tort, PI, and workers' comp teams. It extracts structured clinical and claim data from medical records — organized into case-type-specific output tabs — so firms can validate case strength before advancing claims.

Know What You Have.
Move With Confidence.

Qualify.AI is part of the Lexmata platform — the same system your team already uses to retrieve, summarize, and manage medical records. No new workflow. No new vendor. Just sharper data at the stage where it matters most.

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