Personal Injury Reports

LiraDocs offers a variety of helpful reports to assist you in managing Personal Injury matters.

Lead Insights

The Lead Insights report in Firm Insights takes the referral source of your matter and information found in the New Business Insights report to further understand which referrers are driving clients to your practice.

Use this report to better understand which referral resources or specific people are bringing clients to your door. This can help you decide where to focus your marketing and advertising efforts.

Note: Only users designated as firm owners can view Firm Insights. Learn more about using Firm Insights.

Personal Injury – Plaintiff Reports within the Medicals and Settlement Details

Various reports are generated from information entered in the Medicals & Settlement Details layout:

• Documents Requested Report: Tracks dates of requested and received documents organized by medical provider.
• Medical Provider Summary Report: Shows medical provider, dates of service, and total amount billed.
• Medical Provider Summary Report (incl. contact information): Includes medical provider, contact address, dates of service, and total billed.
• Medical Provider Summary Report – Chronological: Arranges provider, dates of service, and total billed in chronological order.
• Medical Provider Outstanding Amounts Report: Displays medical provider, dates of service, amount billed, and balance due.
• Medical Provider Invoice Line Items Report: Details of invoice line items for each provider, including dates, invoice description, initial amount, insurance adjustment, and final amount.
• Medical Provider Invoice Line Items Report – Chronological: Lists invoice details for all providers, organized by service start date, including provider, dates of service, invoice description, initial amount, insurance adjustment, and final invoice amount.
• Medical Provider Invoice Line Items Report with Payors: Shows invoice line items for each provider, including dates of service, invoice description, amounts, and payor information.
• Medical Provider Invoice Line Items Report with Payors – Chronological: Organizes the invoice line items for all providers by service start date, including details about amounts and payors.
• Medical Lienholder Summary Report: Displays summary details for medical payor and provider lienholders, including total claim, lien asserted, and final negotiated amounts.
• Lienholder Summary Report: Contains summary information for medical payor, provider, and other lienholders, with details of the total claim, lien asserted, and final amounts.
• Lienholder and Balances without Liens Report: Summarizes lienholders (medical and others) and balances that have not yet asserted a lien, with final negotiated amounts.
• Settlement Statement Report: Shows the current working settlement statement. This is not meant to be shared with the client. Please use the Settlement Statement template in the Forms and Templates library for client signatures.