The lane brief · Records-to-Demand
The work your firm
could hand off.
Records-to-Demand is the service. CatenaOS runs it. See the work Catena performs, why a file is or is not ready, and which decisions require your firm’s authority.
01 / Catena’s responsibility
Run the operation
through Demand Readiness.
CatenaOS runs your records-and-bills operation. It maintains what is needed, makes authorized requests, checks what comes back and works through gaps and corrections. Catena determines whether the file meets your firm’s readiness criteria and explains why.
- Establish the records and bills required under the firm’s policy.
- Execute authorized requests and follow-up.
- Handle corrections, missing information and recovery.
- Check returned records and bills against what is required.
- Evaluate Demand Readiness and explain the evidence behind it.
- Reopen readiness when new evidence changes the answer.
02 / Your firm’s authority
The firm
owns the demand.
Catena owns whether the file is demand-ready. Your firm retains the decisions and professional authority that govern the work.
- Firm policy, client relationships and professional responsibility.
- Legal and medical judgment, case strategy and unusual waivers.
- The demand, settlement and representation decisions.
When a condition needs your authority, the decision and its context should be clear. The operating lane does not transfer professional judgment to Catena.
03 / The evidence standard
Every readiness
decision should
show its work.
These are the questions to inspect in a product conversation. A readiness label needs an explanation grounded in the file’s governing conditions.
When the file is not ready yet
- What is the controlling gap?
- What work does Catena carry next?
- What bounded decision needs the firm?
When the file is Demand Ready
- Which conditions govern readiness?
- What accepted evidence supports them?
- Which firm decisions are part of the result?
- What new information would reopen it?
04 / Fit and adoption
Start with the
operation you have.
The first lane is for plaintiff PI firms with a steady flow of pre-suit matters and a team managing records requests, missing bills, corrections, and the final readiness check. Catena takes responsibility for that operation; your firm keeps professional judgment and drafts the demand.
Your current systems, staff and vendors are scoping inputs. We discuss what responsibility you want carried, the decisions you retain, and any changes or consolidation you are considering.
Before live work, the scope, access arrangements, data handling and evidence needed for reliance must be established for your firm.
05 / How we start
Discuss your operation
In 15 minutes with Brian, compare your current records-and-bills process and whether a founding Catena engagement is worth exploring. No preparation or client files needed.
Inspect and scope
Together, involve the right people at your firm, review the evidence you would need, and agree scope, systems and responsibilities.
Prepare for live work
Complete onboarding and the agreed operating conditions. Live work begins only after separate go-live approval.
What would Records-to-Demand
look like at your firm?
In 15 minutes with Brian, compare your current operation and whether a founding Catena engagement is worth exploring. No preparation or client files needed. You can also reply to your existing email or LinkedIn conversation.
Founding cohort conversations are open. Detailed scope and terms are discussed directly. Live work begins only after onboarding, agreed operating conditions and separate go-live approval.
To discuss your firm’s fit, email brian.mcleod@primeelixirco.com.