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Overview of CaseWORTH™ Reports

Claimant Info | Case Info
Medical Expenses | Medical Treatment Timeline | Future Medical | Subro Payments
Past Earnings | Future Earnings | Travel Expenses | Burial Expenses | Other Expenses Report
Firm Expenses | Firm Expenses by Payee
Expense Lien Summary | Damage Summary | Math Worksheet
Settlement Calculator | Damage Package | Ready to Sign Settlement Statement

Each CaseWORTH™ tab includes a <Print> button that allows you to put the information shown on any tab on paper or save it as a PDF to be emailed or stored. These "Quick Print" reports offer options about what information to include on the report, how to display the information and how much detail to include.

The reports listed under the CaseWORTH "Reports" menu show more program wide information and are some of the most valuable features included in CaseWORTH. These include the Damage Package, which combines all Claimant damages and expenses into a single package for the insurance adjuster or opposing counsel. The Medical Treatment Timeline which automatically builds a timeline of the care that was provided to the Claimant. Finally the Settlement Statement includes all the disbursement details in an easy to understand format along with a place for the Claimant to sign.

Claimant Info Quick Print Report

Lists information about the Claimant, their contact information and optionally the notes from the memo area.

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Case Info Quick Print Report

Lists information about the Case, Parties, Incident, Court and so on and optionally the notes from the memo area.

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Medical Expenses Quick Print Report

Show the Medical Providers and just their totals. Or you may choose to optionally show the Statement and Service Date details for some or all of the Medical Providers. Basically you can format the screen to show what you want, then put it on paper (or PDF).

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Medical Treatment Timeline Report

Depending on the amount of Service Date detail you enter on the Medical Expenses tab, the Medical Treatment Timeline report shows a timeline listing of the care that was provided to the Claimant. This allows you to enter the dates and details of any care received by the claimant that is relevant to your argument for the case.

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Subro Payments Quick Print Report

Show the Subrogation Sources and just their payment totals. Or you may choose to optionally show the Remittance and individual Payment details for some or all of the Subrogation Sources. Basically you can format the screen to show what you want, then put it on paper (or PDF).

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Future Medical Quick Print Report

The CaseWORTH Economist Wizard allows you to use existing historical documentation and/or testimony as a concrete starting point to project Future Damages and their Present Value. The future projections are shown in an easy to understand amortization table style format. Transfer this table to paper or PDF for the insurance adjuster or a jury. You will probably still want to hire an economist for complex cases or maybe when you have to go to trial, but this tool should help you settle many cases without having to hire one.

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Past Earnings Quick Print Report

Show the Past Income Sources and just the lost Past Earnings totals. You may choose how much Past Earnings details to show for some or all of the Income Sources. Basically you can format the screen to show what you want, then put it on paper (or PDF).

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Future Earnings Quick Print Report

The CaseWORTH Economist Wizard allows you to use existing historical documentation and/or testimony as a concrete starting point to project Future Damages and their Present Value. The future projections are shown in an easy to understand amortization table style format. Transfer this table to paper or PDF for the insurance adjuster or a jury. You will probably still want to hire an economist for complex cases or maybe when you have to go to trial, but this tool should help you settle many cases without having to hire one.

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Travel Expenses Quick Print Report

Show all the Trips the Claimant took to get medical care and the expense totals, or optionally include the expense details for some or all Trips. Basically you can format the screen to show what you want, then put it on paper (or PDF).

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Burial Expenses Quick Print Report

Show a listing of all Burial Expenses along with the totals.

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Other Expenses Quick Print Report

Show a listing of all Other Expenses along with the totals.

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Firm Expenses Quick Print Report

Show the Firm Expense totals and the totals for any co counsel firms. You may also choose to include the details of the expenses for some or all of the firms involved in the case.

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Firm Expenses by Payee Report

Show the Firm Expenses for all firms sorted and totaled by the each Payee.

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Expense Lien Summary Quick Print Report

Show what must be paid to all Medical Providers and Subrogation Sources to satisfy all open liens on the case. The Expense Lien Summary report may also be used as a worksheet while negotiating and/or verifying the final amount due to each lien holder.

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Damage Summary Quick Print Report

Show a summary of all damages and expenses in the case. See a breakdown of Medical Expenses by Diagnostic, Treatment and Pharmaceutical. See actual current (past) damage totals, totals of projected future damages and a grand total of all damages in the case.

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Math Worksheet Quick Print Report

The Math Worksheet tab allows the user to build configurable worksheets of any combination of all the totals CaseWORTH tracks for you. This provides a way for you to see the numbers in a case how you want to see them if you don't see what you need elsewhere in CaseWORTH.

The Math Worksheet Reports are based on a set of sample templates provided with CaseWORTH. You can also create your own templates to show your own customized view(s) of the case on paper (or PDF).

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Settlement Calculator Quick Print Report

The Settlement Calculator is where it all comes together. It shows the history of your settlement negotiations with the other side, what the Claimant is willing to accept, the actual required disbursements with the firm and Claimants net. The Settlement Calculator also shows all your "What If" scenarios and any settlement notes you have taken.

The Settlement Calculator report allows you to put all this on paper (or PDF).

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Damage Package Report (to the Insurance Adjuster)

The Damage Package report is one of the most valuable features included in CaseWORTH. It automatically combines all Claimant damages and expenses into a single package for the insurance adjuster or opposing counsel. The Damage Package report is designed to leave no question in an insurance adjusters mind about what is required to give the Claimant a fair settlement. If they do want to debate specific issues, you can quickly adjust the details, print a new Damage Package and even email while you are still on the phone.

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Settlement Statement

The Settlement Statement includes all the disbursement details in an easy to understand format along with a place for the Claimant to sign. Don't waste paralegal time creating this document, let CaseWORTH do it automatically.

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CaseWORTH™ helps you build concrete documentation that substantiates your settlement demands.