Visual Case Dial + Exposure Dashboard — SOP
Transforms full case analysis into a one-glance visual exposure model showing risk, leverage, and valuation position.
Purpose
- Provide immediate visual case exposure classification
- Summarize complex clinical findings into actionable insight
- Support rapid attorney decision-making
- Align case value with risk positioning
What AI Extracts (Facts Only)
- Causation strength score
- Injury severity classification
- Damages magnitude
- Life care exposure totals
- Rebuttal adjustments
- Functional impairment level
What Clinician Must Confirm (Validation)
- All scoring inputs reflect validated analysis
- No inflation or omission of key factors
- Exposure classification aligns with clinical reality
The dial must reflect truth—not strategy bias.
Critical Thinking Steps
- Integrate causation + damages + life care into single score
- Weight permanent injury more heavily than temporary harm
- Adjust for rebuttal findings and reductions
- Evaluate real jury impact potential
- Assign final exposure classification
How to Reach the Exposure Number
- Exposure is not guessed. It is calculated by combining the major case value drivers into one structured score.
- Each category must be scored only after upstream review is complete and validated.
- The exposure number reflects the total strength of the case position after both value drivers and value suppressors are weighed.
Score only what is supported. If a factor is unclear, unresolved, or speculative, it cannot receive a high score.
Primary Scoring Categories
- Causation Strength (0–25 points)
How directly the breach connects to the injury.
0–5 = weak / speculative linkage
6–12 = mixed or disputed linkage
13–19 = clinically supported linkage
20–25 = direct, strong, well-supported linkage - Injury Severity (0–20 points)
How serious the actual harm is.
0–5 = minor or temporary harm
6–10 = moderate injury with recovery
11–15 = serious injury with lasting impact
16–20 = catastrophic, permanent, or life-altering injury - Functional Loss (0–15 points)
How much the patient’s daily function changed from baseline.
0–4 = little or no meaningful loss
5–8 = partial impairment
9–12 = major dependence in key activities
13–15 = profound loss of independence - Future Care / Life Care Exposure (0–15 points)
What level of future care burden is supported.
0–4 = little or no future care need
5–8 = limited ongoing treatment or support
9–12 = substantial ongoing care requirement
13–15 = high lifetime care burden / extensive projected support - Standard of Care Deviation (0–10 points)
How clear and serious the breach is.
0–2 = no clear deviation
3–5 = arguable deviation
6–8 = clear deviation with support
9–10 = major and obvious deviation - Documentation Strength (0–10 points)
How well the record supports the case theory.
0–2 = major gaps / conflicting records
3–5 = some support but incomplete
6–8 = strong documentation pattern
9–10 = highly consistent, well-supported record set - Defense Reduction / Rebuttal Impact (–10 to 0 points)
What credible defense factors reduce exposure.
0 = no meaningful reduction
–1 to –4 = minor reduction factors
–5 to –7 = moderate reduction factors
–8 to –10 = major suppression factors such as weak causation, major comorbidities, strong rebuttal, or inflated damages
Scoring Formula
- Add all positive category scores.
- Subtract defense reduction / rebuttal impact.
- The final number becomes the Exposure Score.
- Maximum practical score = 95
- Lowest practical score = 0
Formula: Causation + Injury Severity + Functional Loss + Future Care + Standard of Care + Documentation Strength – Defense Reduction
Exposure Bands
- 80–95 = High Exposure / Trial Risk Zone
- 60–79 = Significant Exposure / Strong Negotiation Pressure
- 40–59 = Mixed Exposure / Case Depends on Key Disputes
- 20–39 = Low-to-Moderate Exposure / Defensible with leverage
- 0–19 = Defense Advantage / Weak overall exposure
How the Team Should Think When Scoring
- Do not let one dramatic injury automatically drive the full score upward.
- High damages without strong causation should not produce a high exposure number.
- Clear breach with limited injury should not score the same as clear breach with catastrophic injury.
- If documentation is weak, the score must come down even if the theory sounds strong.
- If rebuttal analysis significantly reduces future care or damages, that reduction must be reflected numerically.
- The score must reflect the case as it stands after validation, not how someone hopes it will be argued later.
Stop Rules for Scoring
- STOP if causation has not been finalized
- STOP if baseline function is still unclear
- STOP if future care projections have not been validated or rebutted
- STOP if documentation conflicts remain unresolved
- STOP if the scorer cannot explain why each category received its number
Visual Case Dial
Green = Defense Advantage | Yellow = Mixed | Red = High Exposure
Exposure Dashboard Metrics
Causation StrengthHigh / Moderate / Weak
Injury SeverityMinor / Moderate / Severe
Future Care ExposureLow / Moderate / High
Functional LossNone / Partial / Total
Rebuttal ImpactNone / Partial Reduction / Significant Reduction
Overall Case PositionDefense / Mixed / Plaintiff Favorable
Stop Rules
- STOP if any upstream analysis is incomplete
- STOP if scoring inputs are not validated
- STOP if exposure classification contradicts clinical findings
Final Output Requirements
- Final Exposure Score
- Exposure Band classification
- Category-by-category score breakdown
- Written explanation of what drove the score upward
- Written explanation of what reduced or suppressed the score
- Clear statement of strongest plaintiff-side value drivers
- Clear statement of strongest defense-side reduction factors
- Recommended case position based on the final score
- Short attorney-facing summary explaining the score in plain language
The team must be able to show exactly how the number was reached, not just state the number.