Lexcura Summit · Mass Tort Clinical Intelligence Program
Know which claimants are strongest before the court asks.
Clinical intelligence for mass tort litigation — a 7-pillar method for analyzing medical records at portfolio scale, built for firms managing large numbers of claimants in drug and device litigation.
The problem
The cost of weak claims inside a large docket.
Every file read at the same depth
Staff reviews each claimant record at full depth — whether the medicine supports the claim or not. The docket's weakest files consume the same hours as its strongest.
Causation questions surface late
Alternative causes and gaps in the record tend to surface after fees are incurred and claimant expectations are set — not before.
Patterns re-discovered file by file
When merit is judged claimant by claimant, the clinical patterns common to the whole litigation are re-discovered again and again instead of being established once.
The program
How the program works: four layered steps.
Activate the portfolio
A one-time $25,000 Portfolio Activation Fee sets up the master portfolio: common allegations and clinical issues, a portfolio dashboard, claimant-management structure, up to 25 claimant file shells, intake and document rules, and an implementation meeting.
Order reports per claimant
Each claimant receives the report the firm orders — for example, an Attorney Case Brief at $4,500. Volume discounts apply per funded batch. Minimum engagement is 10 claimant reports.
Process shared records once
Records common to the whole litigation are processed once, at the portfolio level — not charged to every claimant. The work is done once; every claimant file benefits.
Optional: the aggregate review
The $35,000 Mass Tort Clinical Intelligence Review synthesizes up to 25 completed claimant reviews into common causation patterns, strong and weak claimant clusters, bellwether candidates, and alternative-cause concerns.
The Attorney Program Guide
A 12-page guide to the program in detail: the four layered steps, what the Portfolio Activation Fee establishes, how reports are ordered and discounted, how shared records are handled, the seven pillars behind the work, and how to prepare for your portfolio review.
Download the Attorney Program Guide (PDF)Volume discounts
Discounts scale with each funded batch.
Report pricing is per claimant. The discount tier is set by the size of the funded batch. Minimum engagement: 10 claimant reports.
| Funded batch | Discount per report |
|---|---|
| 10 – 24 reports | 10% |
| 25 – 49 reports | 15% |
| 50 – 99 reports | 20% |
| 100+ reports | 25% |
Worked example
A first batch of 10 claimants.
- Portfolio Activation Fee
- $25,000
- 10 Attorney Case Briefs × $4,500
- $45,000
- Funded-batch discount: 10% of report fees
- −$4,500
- Total initial engagement
- $65,500
- Average per claimant, including activation
- $6,550
The average per claimant includes the one-time Portfolio Activation Fee. The discount applies to claimant reports only, not the activation fee, and shared litigation records are processed once at the portfolio level rather than charged to every claimant. The optional $35,000 portfolio review is additional and is not included in this example.
Bellwether support
The aggregate portfolio review.
Once a meaningful set of claimant reports is complete, the optional Mass Tort Clinical Intelligence Review — $35,000 — synthesizes up to 25 completed claimant reviews into a portfolio-level picture: common causation patterns, strong and weak claimant clusters, bellwether candidates, and alternative-cause concerns.
Common causation patterns
Established once at the portfolio level, from the completed reviews — not re-argued file by file.
Bellwether candidates
Claimants whose records best represent the litigation's strengths — and the alternative-cause concerns to weigh before selection.
See a completed example
A 40-page illustrative Mass Tort Clinical Intelligence Review, built on a fictional 25-claimant portfolio, shows what the review delivers: the executive assessment, the A–D work classifications, the portfolio matrix, the bellwether shortlist, and the priority gap register.
View the example report (PDF)Illustrative only. Every claimant, clinical event, and finding in the example is fictional; it is not actual patient evidence and must not be submitted as such.
About
Michelle Carroll
Founder & Chief Clinical Strategist, Lexcura Summit
Michelle Carroll created clinical intelligence, the 7-pillar method for analyzing medical records that underpins this program. She is the author of five published books, including Clinical Intelligence for Mass Tort Litigation and The Mass Tort Evidence Portfolio, and her papers have been published by the American Health Law Association.
Clinical Intelligence for Mass Tort Litigation
One of five published books by Michelle Carroll.
The Mass Tort Evidence Portfolio
One of five published books by Michelle Carroll.
Questions firms ask
Frequently asked.
What is the minimum engagement?
The minimum engagement is 10 claimant reports plus the one-time $25,000 Portfolio Activation Fee. Your firm selects the report type appropriate to its needs. The optional aggregate portfolio review is priced separately.
Can we add batches later without a new activation fee?
Yes. Additional claimant batches within the same activated litigation portfolio do not require another activation fee. Each new batch is priced and funded separately, with the volume discount determined by the number of reports in that batch.
What are the page allowances?
Page allowances depend on the report ordered and are confirmed in your written quote before work begins. Any charges for pages beyond the included allowance are disclosed in advance. Records common to the litigation are processed once at the portfolio level, rather than charged again for every claimant. Updates are priced on newly submitted pages, without charging again for pages already processed.
How does prepayment work?
The $25,000 Portfolio Activation Fee is paid before setup begins. Claimant reports are ordered and prepaid in batches of at least 10. The applicable volume discount is applied to the report fees for that batch: 10% for 10–24 reports, 15% for 25–49, 20% for 50–99, and 25% for 100 or more. These discounts do not apply to the activation fee or the optional $35,000 aggregate portfolio review.
How are our records secured?
Before your firm submits records, we review the security arrangements with you, including how files will be transferred and stored, who will have access, and how retention and deletion will be handled. These requirements are documented during portfolio activation so your firm can review them before sharing confidential claimant information.
Next step
Schedule a Portfolio Review.
Tell us about your litigation and anticipated claimant volume. We will discuss the reports your firm needs, the records available, and the scope and pricing of an initial engagement.
Please do not include claimant names, medical records, or other confidential case information in your booking.