Intake Form: Comparable Case Brief

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Tell us which facts matter when selecting comparable Florida medical-malpractice suits. If a fact is unknown or disputed, say so; do not estimate. Send only what the comparison needs. Do not include Social Security numbers, full dates of birth, medical-record numbers, sealed material, or documents subject to a protective order. Do not send medical records unless we ask for a limited excerpt after reading the intake.

1. Required to begin

Firm and timing

Firm:
Requesting attorney:
Email and phone:
Matter reference or anonymized label:
Requested delivery date:
Next relevant event and date (for example, mediation or trial):

The question to answer

State one factual question. Be specific about what should be compared across suits, for example: In comparable Florida suits, [what fact or outcome should be compared] for matters involving [key clinical, injury, defendant, or procedural features]?

Question:

Purpose of the brief: ☐ Mediation preparation ☐ Case evaluation ☐ Discovery or deposition preparation ☐ Trial preparation ☐ Other:

Current matter: core matching facts

Florida county and judicial circuit:
Court case number, if filed:
Filing date, if filed:
Date or date range of alleged injury:
Care setting (hospital, office, ambulatory surgery center, emergency department, other):
Specialty or clinician role involved:
Procedure, treatment, or episode of care:
Alleged act or omission, in 1–3 sentences:
Alleged injury and claimed consequences, in 1–3 sentences:
Permanence or severity as alleged; note any dispute:
Corrective treatment, additional procedures, or hospitalization:
Defendants and their roles (individual clinicians, practice entities, facilities, staffing groups, others):
Liability theories relevant to selection (direct, vicarious, negligent credentialing, informed consent, diagnosis delay, other):
Current procedural stage and important completed events:
Coverage or insurer information already known, and which defendant it relates to:

2. Comparator instructions

What must match?

Up to three features a suit must share with your matter, in priority order.

What may vary?

Features that need not match exactly (for example county, specialty, procedure, injury level, defendant mix, or litigation stage).

Scope preferences

Geography: ☐ same county ☐ same circuit ☐ region: ______ ☐ statewide
Incident-date range, if important:
Filing-date range, if important:
Include only suits involving these defendant types or relationships:
Exclude these care settings, procedures, allegations, injuries, parties, or case types:
Include long-term-care (nursing home or assisted living) matters as a separate comparison group? ☐ Yes ☐ No
Other inclusion or exclusion rule:

Facts or outcomes to compare

☐ Care and alleged error
☐ Pleaded injury and insurer injury coding
☐ Defendant roles and entity relationships
☐ Reported payment by insured and insurer
☐ Whether an entity has a separate closed-claim record
☐ Filing-to-resolution timeline
☐ Resolution stage or docket milestones
☐ Report completeness or conflicts between court and insurer records
☐ Other factual comparison:

3. Current-matter detail, if available

These improve matching but are not required.

Patient age range at the time of care:
Relevant pre-existing condition or prior procedure:
Emergency, elective, or other context:
Inpatient or outpatient:
Key diagnostic or treatment delay, if any:
Duration or number of corrective treatments:
Claimed economic-loss categories relevant to the question:
Consortium or derivative claims:
Parties added or dismissed after filing:
Mediation date and result, if completed:
Trial settings, continuances, or dispositive rulings relevant to the question:
Known settlement dates or allocation among defendants, if any:
Facts the opposing side disputes that should be shown as disputed:

4. Documents

Attach what the firm may lawfully share. Mark each item attached, unavailable, or not applicable.

☐ Operative complaint and all amended complaints
☐ Current docket sheet
☐ Relevant orders or dismissal papers
☐ Mediation or trial date notice
☐ Non-confidential coverage information relevant to the question
☐ Short attorney-prepared chronology or allegation summary
☐ Other source needed to understand a required matching fact

Facts that have changed since any attached document was filed:

5. Selection confirmation

The three most important comparison features are:
A useful brief would answer:
A case should be excluded if:
Unknown or disputed inputs we must label as such:
Attorney contact for one-line follow-up questions:

Scope

The brief is a source-checked factual comparison of court and Florida closed-claim records. It reports what the records show, identifies gaps and conflicts, and distinguishes allegations from findings. It does not recommend a case value, give legal advice, or evaluate any provider's history or quality. Each suit is sold to one customer; we check every order against past orders before accepting it. See our privacy notice for how intake material is handled.