For plaintiff & defense med-mal counsel

Build My Case Plan — your whole case, sequenced in 5 minutes

Answer six questions — side, state, case type, specialties involved, posture, your theory — and get a phase-by-phase litigation roadmap that argues its own ordering, names the experts you need, sequences your depositions, and opens the right tool for every step.

Build My Case Plan → Member? Sign in & build
Free to try · No credit card · Export the plan as a PDF

A roadmap that argues its order — not a checklist that lists it

Any template can say "take depositions in phase 3." Your Case Plan says who to depose, when, and why that order wins — built around your theory of the case.

Sequenced phases

4–6 phases, each with its reasoning

From your current posture forward — merit screen, records & chronology, experts, depositions, damages, resolution — with a "why this order" argument on every phase, not filler.

Argued deposition order

Who goes first, and why

Plaintiff side: the defendant physician before your expert disclosure, treaters early, defense experts last. Defense side: plaintiff early, treaters before they're courted, plaintiff's experts positioned for challenge. Each position comes with its rationale.

Experts by specialty

Your expert lineup, mapped

Standard-of-care, causation, and damages experts matched to the specialties in your case — with per-specialty deposition question guides and the expert network one click away.

Deadline discipline

Deadlines flagged, never guessed

Every deadline-bearing step carries a "verify with local counsel" flag, and confirming your filing deadline is a mandatory first-phase step. The plan never prints a limitations period it can't source.

Verified jurisdiction context

State damages-cap context, cited

Jurisdiction notes draw on an independently verified 2026 dataset covering all 50 states and DC — with the statute or case citation shown, so you can check the source yourself.

Tool-routed execution

Every step opens the tool that does it

Records step → Records Analyzer. Deposition step → Examination Builder. Valuation checkpoint → Settlement Evaluator. The plan is a launcher, not a memo.

Built for both sides of the caption

Plaintiff counsel

The plaintiff workup arc

Merit screen before money is spent → complete records and a page-cited chronology → merit-affidavit and pre-suit requirements surfaced for verification → experts by specialty → a deposition sequence built to commit the defendant before your expert discloses → damages workup running in parallel → demand and mediation posture checkpoints.

Defense counsel

The carrier-ready defense plan

Early case assessment and a litigation-plan skeleton with budget phases — the document your carrier already requires — plus records-completeness and EHR audit-trail steps, early expert consults, a defense-side deposition sequence, dispositive-motion checkpoints, and settlement-authority checkpoints keyed to reporting moments.

How it works

  1. Tell it your caseSide, state, case type, the medical specialties involved (up to five), where the case stands, and your theory — the plan is sequenced around that theory.
  2. Get your sequenced planPhases with reasoning, steps with detail, experts needed, deposition order argued position by position, jurisdiction notes with the source cited, and deadline-verify flags where they belong.
  3. Execute step by stepEach step deep-links into the platform tool that does the work — records analysis, examination building, damages modeling, settlement valuation, expert search. Export the whole plan as a PDF for the file.
Product screenshots coming here — the phase timeline, the deposition-sequence panel, and the jurisdiction notes card.

Ready to see your case sequenced?

Create a free account, answer six questions, and have the roadmap — and the tools to run it — in front of you in about five minutes.

Build My Case Plan → See all 23 tools
For licensed counsel — not legal advice. The Case Plan is a workflow roadmap. It states no filing deadlines: statutes of limitations, discovery rules, tolling, pre-suit notice, and affidavit/certificate-of-merit requirements vary by state and change — verify every deadline and requirement with local counsel, and exercise independent professional judgment on every step.