SC
Sarah Chen

Chen & Associates

Settings

Account Information

Firm Details
Professional IDs
Issued 2019 · Active

Notifications

New document uploaded
Notify when a document is added to any of your cases
Deadline approaching (30 days)
Alert when a WCAB or UR/IMR deadline is within 30 days
AI analysis complete
Notify when document analysis or timeline extraction finishes
WPI conflict detected
Alert when AI detects a WPI rating discrepancy exceeding threshold
Team member activity
Notify when a team member updates a case you manage
Weekly digest
Receive a weekly summary of case activity every Monday morning

AI Preferences

Model Selection
Automation
Auto-summarize uploaded documents
Run AI summarization on every document upload
Timeline auto-extraction
Automatically extract events when a medical record is uploaded
WPI conflict detection
Flag WPI discrepancies exceeding threshold across provider opinions
Preferences
Alert when provider WPI ratings diverge by this amount

Integrations

CC
WCAB eFiling (DWC)
California Division of Workers' Compensation electronic filing system
Connected
DR
DocuSign
Electronic signatures for settlement agreements and authorizations
Connected
EX
ExamWorks
AME/QME scheduling and medical-legal report delivery
RX
Medrisk
Automated medical bill review and utilization review integration
MS
Microsoft 365
Calendar sync for hearing dates and deposition scheduling
Connected

Billing

Current Plan
Professional
$299 / month · Billed annually
Active
Active Cases
23 / 50
Team Members
8 / 15
Storage Used
24 GB / 100 GB
Billing History
May 1, 2024 $299.00 Paid
Apr 1, 2024 $299.00 Paid
Mar 1, 2024 $299.00 Paid