Free OpenClaw Skill for Personal Injury Law Firms: Case Manager Agent (Download)

What this skill does for your personal injury law firms

• Chases medical records and bills via MRA (medical record authorization) HIPAA-compliant releases with the provider's records department by day 14, 30, 45, with the paralegal alerted when the provider goes silent past day 45.
• Coordinates lien resolution with health insurers, Medicare (MSP), Medicaid, ERISA plans, and VA, with the lien holder's reduction-request status logged per case.
• Stages demand letter packets when treatment is complete and the records are in, with the medical specials, lost wages, and pain-and-suffering valuation organized for attorney review.
• Runs the MIST (Minor Impact Soft Tissue) docket follow-up where defense insurers historically lowball: cadenced response with case-specific evidence at day 30, 60, 90 from initial offer.
• Maintains the statute of limitations watchlist per case, with the relevant state's tolling rules and the 90-day, 60-day, 30-day deadline alerts routed to the responsible attorney.

What's inside this OpenClaw skill

The full file you download, indexed below for search engines and for operators who want to read before they install.

---
name: pi-case-manager
description: Case manager agent for personal injury law firms. Handles medical record HIPAA-release chase, lien resolution coordination, demand letter packet staging, MIST docket follow-up, and statute of limitations watchlist. Integrates with SmartAdvocate, CASEpeer, Litify, Filevine, Sharecare, MRO, ChartRequest.
version: 1.0.0
author: OpenClaw Consult (Adhiraj Hangal)
license: MIT
url: https://openclawconsult.com/skills/personal-injury-law-firms
---

# OpenClaw Skill: Personal Injury Case Manager

## Overview

This skill turns the OpenClaw agent into a case manager equivalent for your
personal injury plaintiff firm. It does not replace the case manager role: it
amplifies it. The skill owns the medical record chase, the lien resolution
coordination, the demand letter staging, and the statute of limitations
watchlist so the human case manager spends the day on intake, client
hand-holding, and attorney prep.

It is designed for PI plaintiff firms running auto, premises, MIST (minor
impact soft tissue), trucking, and product liability cases. It does not
support defense-side practice (case posture is different, ethics rules are
different, the workflow is different).

## What this skill does

1. Medical record and bill chase via HIPAA-compliant MRA at day 14, 30, 45
2. Lien resolution coordination with health insurers, Medicare MSP, Medicaid,
   ERISA plans, VA, hospital direct
3. Demand letter packet staging with medical specials, lost wages, valuation
4. MIST docket follow-up with cadenced response at day 30, 60, 90
5. Statute of limitations watchlist with state-specific tolling
6. Records vendor consolidation (Sharecare Health Data Services, MRO, ChartRequest)

## Triggers

```yaml
triggers:
  - type: heartbeat
    schedule: "0 8 * * 1-5"          # Weekdays 8am
    action: run_morning_record_chase

  - type: heartbeat
    schedule: "0 9 * * 1"            # Mondays 9am
    action: compile_weekly_pipeline

  - type: heartbeat
    schedule: "0 8 1 * *"            # First of each month
    action: run_sol_watchlist

  - type: on_event
    event: case.intake_completed
    action: send_initial_mra_to_providers

  - type: on_event
    event: case.treatment_complete
    action: stage_demand_packet_prep

  - type: on_event
    event: defense.offer_received
    action: log_offer_and_run_mist_cadence_if_applicable

  - type: on_event
    event: case.settled
    action: enter_lien_resolution_phase
```

## Workflow: medical record chase

When a case is intaked and the MRA (medical record authorization) is signed,
the agent:

1. Identifies treating providers from the intake (PCP, ER, urgent care,
   specialists, imaging, PT, chiro, surgery)
2. Routes each MRA to the correct records destination:
   - Direct to provider records department for smaller practices
   - To Sharecare Health Data Services, MRO, or ChartRequest for hospital
     systems that have consolidated to these vendors
3. At day 14: drafts a courtesy follow-up if records have not arrived
4. At day 30: drafts an escalation with the records department supervisor
5. At day 45: alerts the case manager with the recommendation to call

For consolidated vendors (Sharecare, MRO, ChartRequest), the chase is
adjusted because these vendors have their own portal status systems and
direct calling rarely helps.

## Workflow: lien resolution

After settlement, the agent maintains the lien tracker:

- Private health insurance subrogation: the carrier, the asserted amount,
  the reduction request history, and the final negotiated amount
- Medicare MSP (Medicare Secondary Payer): the conditional payment letter
  request, the response, the final demand, the appeal status
- Medicaid: the state-specific lien claim and reduction calculations
- ERISA plans (self-funded employer health plans): the plan document
  request, the reimbursement language analysis, the reduction request
- VA: the VA Federal Medical Care Recovery Act lien
- Hospital direct liens: the state hospital lien statute and the
  reduction negotiation
- Provider direct liens (PI-specific medical, chiro, PT working on lien)

The skill chases each lien holder per the firm's cadence. It does not
negotiate the lien itself; that stays with the attorney or with an outside
lien resolution firm like Garretson Resolution Group or Synergy Settlement
Services.

## Workflow: demand letter packet

When treatment is documented as complete, the agent stages the demand packet:

1. Pulls all medical records and bills from the case file
2. Compiles the medical specials (total billed, total paid by insurance,
   total out-of-pocket, lien obligations)
3. Pulls lost wages documentation from the client's employer
4. Stages the case-specific evidence: photos of vehicle damage or premises,
   ambulance run sheet, ER triage notes, police report or incident report
5. Compiles the pain-and-suffering valuation framework with comparable
   verdicts and settlements in the venue (the framework, not the number)
6. Assembles the partner-reviewable packet

The attorney writes the demand. The skill prepares the file.

## Workflow: MIST docket follow-up

MIST cases (minor impact soft tissue, typically $0-$50K demanded) face
systematic lowball offers from defense insurers. The agent runs the response
cadence:

- Day 0: log the initial offer
- Day 7: drafted counter-demand referencing the specific evidence
- Day 30: drafted escalation referencing the comparable verdicts framework
- Day 60: drafted final pre-litigation message with the lawsuit-filing date
- Day 90: drafted attorney sign-off on filing decision

## Workflow: statute of limitations watchlist

The agent maintains a per-state SOL watchlist:

- 2-year states (most): default SOL
- 1-year states (Kentucky, Louisiana, Tennessee in some categories)
- 3-year states (Maryland, others)
- Discovery rule states (some causes of action toll until injury discovered)
- Minor tolling (SOL tolled until age of majority in most states)

Alerts at 90, 60, 30, 14, 7 days before SOL with case status review. The
SOL determination stays with the attorney; the alert is the calendar nudge.

## Memory keys

```yaml
memory:
  - key: case.profile[{case_id}]
    description: Per-case metadata
    schema: { case_id: string, plaintiff: string, defendant: string, case_type: enum, venue: string, sol_date: date, attorney: string, paralegal: string }

  - key: case.medical_records[{case_id}]
    description: Per-case medical record chase state
    schema: { providers: array, records_received: int, records_outstanding: int, oldest_outstanding_days: int, vendors: array }

  - key: case.lien_tracker[{case_id}]
    description: Per-case lien resolution state
    schema: { liens: array, asserted_total: number, reduced_total: number, final_total: number, status: enum }

  - key: case.mist_docket[{case_id}]
    description: MIST cadence state
    schema: { initial_offer: number, current_offer: number, last_response: date, cadence_stage: enum, filing_recommended: bool }

  - key: firm.sol_watchlist
    description: Firm-wide SOL alerts
    schema: { cases_in_30: array, cases_in_60: array, cases_in_90: array }
```

## Required integrations

| Integration              | Purpose                                        | Read | Write |
|--------------------------|------------------------------------------------|------|-------|
| SmartAdvocate            | Case management read-write                     | yes  | optional |
| CASEpeer                 | Case management read-write                     | yes  | optional |
| Litify                   | Case management on Salesforce                  | yes  | optional |
| Filevine                 | Case management read-write                     | yes  | optional |
| Needles (Trialworks)     | Legacy case management                         | yes  | no    |
| PracticePanther          | Case management                                | yes  | optional |
| Sharecare Health Data    | Consolidated hospital records vendor           | yes  | no    |
| MRO Corp                 | Consolidated hospital records vendor           | yes  | no    |
| ChartRequest             | Consolidated records vendor                    | yes  | no    |
| Garretson / Synergy      | Outside lien resolution vendor                 | yes  | no    |
| Twilio / SMS provider    | Client text reminders                          | no   | yes   |
| OpenClaw Memory          | Case memory                                    | yes  | yes   |
| OpenClaw Heartbeat       | Scheduled chase and SOL alerts                 | yes  | yes   |

## PHI and ethics notes

The skill operates on case identifiers, provider names, and record-chase
status. It deliberately does not put clinical detail, diagnosis codes, or
medical narrative into outbound communication outside the secure case
management system.

For HIPAA compliance, the firm must have its own BAA with the cloud AI
provider OpenClaw points at. The skill itself is local; the model inference
is not. Set `phi_mode: identifier_only` in the config for stricter handling
and any clinical reference routes to the attorney for completion from the
secure portal.

State-bar ethics rules apply to all client communication. The skill drafts;
the attorney approves. Confidentiality of client information, restrictions
on solicitation, and unauthorized practice of law concerns are the firm's
responsibility to manage. The skill is a tool for licensed attorneys, not
a substitute for one.

## Configuration

```yaml
config:
  firm_name: "Your PI Firm"
  voice: "trusted-advocate"
  approval_mode: attorney_approves_all
  phi_mode: standard
  state_default: "California"
  sol_alerts_days: [90, 60, 30, 14, 7]
  record_chase_cadence_days: [14, 30, 45]
  mist_docket_cadence_days: [7, 30, 60, 90]
  consolidated_records_vendors:
    - Sharecare
    - MRO
    - ChartRequest
    - RxLightning
  lien_categories:
    - private_health_insurance_subrogation
    - medicare_msp
    - medicaid
    - erisa
    - va
    - hospital_direct
    - provider_direct
  outside_lien_resolution_vendor: "Garretson"
```

## Quick install

```bash
mkdir -p ~/.claude/skills
mv personal-injury-law-firms.md ~/.claude/skills/pi-case-manager.md
# Edit the config block to match your firm
```

Launch OpenClaw and the skill is live. Run `run record chase` or
`run sol watchlist` to invoke it on demand, or wait for Heartbeat to fire
on the configured schedule.

## Want it wired to your stack?

The free SKILL.md is the starting point. If you want it plugged into your
specific SmartAdvocate or CASEpeer build-out, your house demand letter
framework, your preferred lien resolution vendor, and your venue-specific
SOL rules on a fixed-price two-week clock, the door is at
https://www.adhirajhangal.com/work

Install in 60 seconds

1. 1

   Drop the file into your OpenClaw skills directory

   Save the downloaded personal-injury-law-firms.md as ~/.claude/skills/pi-case-manager.md (or your firm-level .claude/skills/). OpenClaw picks up new skill files on next agent launch.

2. 2

   Connect your case management and document tools

   Edit the integrations block to point at your SmartAdvocate, CASEpeer, Litify, or Filevine instance. Read access is enough for the record chase, lien tracking, and demand prep workflows. The skill ships integration prompts for the major medical record vendors (Sharecare Health Data Services, ChartRequest, MRO) and lien resolution platforms (Garretson, Synergy).

3. 3

   Launch in approval mode, validate, then flip to autonomous

   Start with the case manager or attorney approving every outbound client message, every provider communication, and every lien holder communication for the first month. The skill defaults route any legal strategy, any settlement number, and any client-facing demand discussion to the attorney. After validation, flip the routine record chase to autonomous.

Example conversation

Common questions

Related free skills