Case Value Impact Integration — Case Review SOP
This process converts validated clinical findings, causation analysis, and damages modeling into a structured case value position, defining exposure, leverage, and negotiation strategy.

Purpose

  • Translate clinical findings into quantifiable case value drivers
  • Define exposure range based on causation strength and damages
  • Identify leverage points for negotiation, mediation, and trial
  • Align medical reality with legal valuation strategy
  • Prevent overvaluation or undervaluation of the case

What AI Extracts (Facts Only)

  • Confirmed injuries and severity classifications
  • Causation strength indicators (direct, indirect, disputed)
  • Functional impact data (baseline vs post-incident)
  • Damages categories (economic, non-economic, future care)
  • Life Care Plan projections and cost summaries
  • Rebuttal findings (reductions, eliminations, challenges)
  • Duration of harm (temporary vs permanent)
  • Complication chains and secondary injuries
  • Age, life expectancy, and health profile
  • Care dependency level over time

What Clinician Must Confirm (Validation)

  • All valuation inputs are causation-linked and clinically accurate
  • Injury severity aligns with documented outcomes
  • Functional loss is real, measurable, and supported
  • Future care projections are medically justified
  • Any reductions from rebuttal analysis are appropriate
  • No duplication across damages categories
  • Permanent vs temporary harm is correctly classified
  • Clinical narrative aligns with valuation positioning
No valuation model proceeds unless every input is clinically verified and causation-supported.

Critical Thinking Steps

  • Integrate causation strength with damages magnitude
  • Stratify case into value tiers:
    • High exposure (clear causation + severe permanent harm)
    • Moderate exposure (mixed causation or partial impairment)
    • Low exposure (weak causation or limited damages)
  • Evaluate how each injury contributes to total value
  • Identify value drivers:
    • Permanent disability
    • High-cost future care
    • Loss of independence
  • Identify value suppressors:
    • Pre-existing conditions
    • Recovery/improvement trajectory
    • Weak causation linkage
  • Assess jury perception risk based on clinical narrative
  • Determine negotiation leverage vs trial risk
  • Align findings with known litigation patterns and outcomes

Stop Rules

  • STOP if causation analysis is incomplete or weak
  • STOP if damages model has unresolved inconsistencies
  • STOP if Life Care Plan is not validated or rebutted
  • STOP if baseline function is unclear
  • STOP if valuation relies on unsupported assumptions
  • STOP if clinical narrative conflicts with value positioning
Case value cannot be assigned without full integration of causation, damages, and clinical validation.

Final Output Requirements

  • Defined case value range (defensible positioning)
  • Exposure classification (high, moderate, low)
  • Key value drivers (what increases value)
  • Value suppression factors (what reduces value)
  • Settlement leverage analysis
  • Trial risk assessment
  • Plaintiff vs defense positioning summary
  • Integration into attorney brief and strategy documents
  • Clear narrative linking clinical findings to valuation
Output must clearly explain not just what the case is worth—but why.