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TLU Case Analysis

Medical Management Done Right: Why the Treatment Phase is Where Case Value is Won or Lost

Matt McClellan

Matt McClellan

In personal injury, the treatment phase is where most case value is built or lost. Gaps in care, missed appointments, slow medical records, and inconsistent client follow-through all chip away at what a case is actually worth by the time you negotiate. In this session, Matt McClellan, Co-Founder of Hona, breaks down what high-performing PI firms do differently to manage the medical side of a case so demand letters land harder, settlements come in higher, and case managers stop drowning in follow-ups. What you'll learn: The handful of treatment phase moments that move the case value the most How to keep clients consistent with treatment without 30 phone calls a week A practical approach to medical record requests that keeps pace with care How top firms are using systems and automation to compress time to settlement Whether you're a solo PI attorney or running a multi-office firm, you'll leave with practical plays you can put to work on Monday morning.