Managed operations platform · Plaintiff PI
The records arrived.The file still isn’t ready.
Catena runs Records-to-Demand: records and billing operations from the first request through evidence-backed proof of demand readiness.
Your firm sets the criteria, keeps professional judgment, and drafts the demand.
No preparation or client files needed.
Watch Catena run Records-to-Demand
42 seconds · No soundRead the visual transcript
Turn on Records-to-Demand. Catena runs the lane. One example file stays in view. Catena maintains its requirements and sends authorized requests for records and bills.
Catena checks what comes back. Records arrive, but the required bill is missing. Catena checks the return against the requirements. The example file is not ready.
Catena works through gaps and corrections. A returned bill needs correction. Catena requests the correction and checks the corrected return. Completing that work alone does not establish readiness.
When Catena says ready, it shows why. In this illustrative example, required records and the corrected bill have been accepted, and required firm decisions have been recorded. Catena evaluates those conditions under the firm’s criteria and explains the Demand Ready decision.
New evidence can change readiness. New information introduces a gap. Catena reopens the readiness decision and identifies what needs attention.
Your firm keeps professional judgment and drafts the demand. The example file remains on Catena’s side of a visible boundary. Policy, professional judgment, drafting and strategy remain with the firm.
One exception within the operation
A balance is not an itemized bill.
Constructed illustration, not product output.
- Needed
- An itemized bill through July 31.
- Received
- A balance summary without service dates or line-item charges.
- Catena
- Requests the correction and checks the returned bill.
Bill requirement satisfied. File still not ready. Later treatment needs the firm’s cutoff decision and fresh checks.
What Catena carries. What your firm keeps.
Read the responsibilitiesCatena runs the operation
- Requirements, authorized requests, and follow-ups.
- Verification, missing information, and corrections.
- Evidence-backed readiness under your firm’s criteria.
Your firm keeps professional authority
- Policy, professional judgment, and client relationships.
- Case strategy, demand drafting, and settlement.
- Agreed reviews, decisions, and approvals.
A few practical questions.
For firms with a steady flow of pre-suit matters.
Does this fit our firm?
Catena is for plaintiff personal injury firms with recurring records-and-bills work and an accountable person overseeing readiness. The first conversation compares your process and the work you want Catena to carry.
Do we need to change our systems or vendors?
We review your current systems and vendors during scoping. Compatibility, any changes, and authorized access are agreed for your firm before live work.
How do we evaluate Catena before relying on it?
Inspect the scope, readiness decisions, supporting evidence, and access and data-handling arrangements. Initial delivery includes full review. Any reduced routine re-review requires calibration and firm agreement; a material failure returns the operation to full review.
See the evaluation processBehind Catena
Brian McLeod
Founder of Prime Elixir and creator of CatenaOS. His background includes engineering leadership at Disney Streaming, Payspan, and Logility.
About the companyDiscuss your operation in 15 minutes.
Compare your current process, the work you want Catena to carry, and what you would need to inspect.
No preparation or client files needed. Founding engagement conversations are open.