Attorneys and senior staff often spend time on retrieval, follow-up, data entry, document organization, and draft preparation. Before adding another in-house role, a firm can separate work that requires legal judgment from work that can run through a defined, supervised production lane.
The categories below are not a universal instruction to outsource. They are repeatable PI work areas worth evaluating for role clarity, workflow maturity, review requirements, and loaded cost.
1Medical Record Retrieval & Follow-Up
Record retrieval involves provider identification, authorizations, request submission, status follow-up, receipt checks, and gap escalation. It is repeatable, but it still requires matter-level accuracy, privacy controls, and a clear owner.
A managed model can place requests and follow-up in visible queues. AI may assist with document classification, status detection, and draft reminders; trained staff verify the matter, provider, authorization, received files, and next action.
Evaluate: request volume, provider count, current aging, authorization errors, missing-item frequency, review ownership, and how the work will be documented in the firm's case system.
2Case Intake & Lead Screening
Intake needs coverage, defined qualification criteria, required fields, conflict review, routing, and follow-up ownership. The goal is not an invented response-time promise; it is a controlled front-door process that the firm can monitor.
Managed intake support can capture structured facts and maintain follow-up queues. AI-assisted forms may help organize the record, but people must review conflicts, apply firm criteria, communicate with the prospective client, and make case-acceptance decisions.
Evaluate: coverage windows, scripts, required CRM fields, conflict and escalation rules, attorney handoff, unsigned-lead follow-up, and reporting.
3Demand Package Preparation
Demand preparation combines records, bills, liability material, damages support, draft components, and exhibits. It is a strong candidate for a production lane only when the firm has a defined packet standard and attorney-review gate.
A managed team can organize source material, apply checklists, prepare draft components, and flag gaps. AI may assist with extraction and drafting, but trained staff must verify the source records and attorneys retain responsibility for damages analysis, strategy, and final approval.
Evaluate: packet standard, required sources, exhibit rules, damages-review ownership, attorney revision load, and how missing records are escalated.
4Lien Resolution & Subrogation Tracking
Lien and subrogation work involves source documents, correspondence, deadlines, status tracking, calculations, negotiation, and settlement-specific decisions. The administrative queue can be managed separately from the legal analysis.
A managed team can maintain the tracker, request documents, organize correspondence, and prepare draft calculations or letters. Qualified firm personnel must review governing documents, approve calculations and negotiation positions, and control disbursement decisions.
Evaluate: lien types, source-document requirements, legal-review ownership, calculation controls, communication authority, escalation, and final approval. This operational framework is not legal advice.
5Document Review & Coding
PI files can contain medical records, bills, correspondence, reports, employment material, expert work, and discovery. Classification and structured coding are repeatable; relevance, privilege, ambiguity, and legal significance require human judgment.
AI can prepare document-type labels, draft extracted fields, and source-linked summaries. Trained reviewers should verify the classification, resolve uncertain items, protect privileged material, and escalate anything that affects case strategy.
Evaluate: document taxonomy, confidence thresholds, source links, privilege controls, reviewer qualifications, exception queues, and audit records.
How Telamanis Addresses All Five
Telamanis combines managed remote legal capacity, PI workflow design, supervision, quality review, reporting, and AI-assisted preparation. The system is designed around defined roles, implementation, and review gates.
The process starts with a systems review of the firm's technology, workflows, staffing model, training burden, and case-stage queues. That review maps which work should remain with attorneys, which work may fit trained managed capacity, and what controls must exist before deployment.
For cost planning, compare a role's base in-house salary × 1.4 with the published Telamanis model of $3,500 per month, or $42,000 per year, for the same team size. The 40–70% lower all-in-cost range is a qualified benchmark, not a guarantee; actual results depend on the firm's salary, benefits, workflow, supervision, and utilization.
Map the Right Work to the Right Operating Lane
Review your technology, workflows, staffing, training burden, and current cost assumptions before changing capacity.
Request Your Systems ReviewConclusion
Outsourcing works best when the firm has clear role boundaries, source-of-truth systems, review standards, escalation, and reporting. Without those controls, moving the work does not solve the underlying operating problem.
A Guided Systems Review can map which work should remain with attorneys, which work may fit managed capacity, and which cost assumptions the firm should compare.
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