Mass Tort Claims Processing & Documentation Administration

Determines Program Outcomes

A mass tort settlement - whether negotiated through a global resolution, an MDL settlement program, or individual case-by-case negotiation - is only as strong as the documentation behind each claim. Settlement administrators, special masters, and defense counsel routinely audit claim files for completeness before authorizing payment. A claimant with missing medical records, an incomplete plaintiff fact sheet, or unverified product identification can be excluded from a settlement program entirely, or have their award reduced or delayed, regardless of the underlying merit of their injury.

Processing claims at mass tort scale means managing thousands of files simultaneously, each at a different stage of completeness, against deadlines set by the court, the MDL administrator, or the settlement program itself. This is a logistics and project management challenge as much as a legal one, and it requires dedicated infrastructure to execute without errors.

1

Medical Records & Supporting Documentation Collection

We manage the full lifecycle of records collection, from initial request through receipt, review, and organization:

• Medical records requests sent directly to providers, hospitals, and pharmacies based on claimant-provided treatment history
• Records tracking dashboards showing request status, follow-up needed, and receipt confirmation across the full claimant population
• Product identification and proof-of-purchase documentation collection where required by the underlying tort theory
• Records review for completeness against the program's documentation checklist before a file is marked ready for the next phase

2

Plaintiff Fact Sheet & Defendant Fact Sheet Processing

Many MDL and coordinated mass tort proceedings require completion of standardized plaintiff fact sheets (PFS) as a condition of remaining in the litigation. We manage this process at volume:

• Fact sheet distribution and completion tracking across the full claimant inventory
• Claimant outreach and support to complete fact sheets accurately and within court-ordered deadlines
• Deficiency identification and correction before submission, reducing the risk of dismissal for non-compliance
• Coordination with co-counsel or local counsel where fact sheets require attorney certification

3

Deficiency Tracking & Resolution

Incomplete files are the single biggest threat to a mass tort claimant's ultimate recovery. We run structured deficiency management so nothing falls through the cracks:

• Automated deficiency flagging the moment a file falls short of the program's documentation checklist
• Claimant outreach campaigns specifically targeting deficiency cure, run through our contact center capability
• Escalation protocols for claimants who are unresponsive, including certified mail and alternative contact methods as deadlines approach
• Real-time deficiency dashboards so attorneys know exactly how many files are at risk of exclusion and why

4

Case File Organization & Audit Readiness

Every file we manage is organized to withstand scrutiny from defense counsel, settlement administrators, or the court itself.

• Standardized file structure applied consistently across the entire claimant inventory
• Version control and document history tracking for any file that is updated or supplemented
• Chain-of-custody documentation for sensitive records, consistent with HIPAA and data security requirements
• Export-ready file packages formatted to match the specific submission requirements of the relevant settlement program or court

5. Bellwether & Discovery Support

Moving

Once a claimant's file is complete and deficiency-free, it becomes eligible for inclusion in settlement administration, where the firm and any global resolution program determine award value, allocation, and distribution eligibility. Clean, complete documentation at this phase is what allows settlement administration to run efficiently rather than getting bogged down resolving documentation gaps after a settlement has already been negotiated.