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Chen & Associates Demo

3 agents · 12 queued

Maria Gonzalez

Treating

CHA-2026-001 • 18-wheeler collision on I-10, defendant ran red light

Valuation

Case Strength

Estimated Value

$145,000

Range: $125,000 - $175,000

Total Medicals

$34,500

3 providers

SOL Countdown

715 days

Feb 8, 2028

Timeline

AI responded to status question

Feb 11, 2026

Medical records received (45 pages)

Feb 11, 2026

AI responded to initial inquiry

Feb 10, 2026

Client signed with firm

Feb 10, 2026

ER visit - Houston Methodist

Feb 8, 2026

Accident occurred

Feb 8, 2026

Documents

Police Report

3 pages • legal

Feb 10, 2026

Houston Methodist Records

45 pages • medical

Feb 11, 2026

Insurance Policy

12 pages • insurance

Feb 10, 2026

Medical Providers

Houston Methodist ER

hospital

$8,500

Dr. Smith Orthopedics

specialist

$12,000

Texas PT Associates

physical therapy

$14,000

🤖 AI Insights

Strong liability (95%)

Good treatment documentation

Minor gap in treatment Feb 8-22

Recommended Next Step:

Schedule final evaluation to prepare for demand

AI Memory

12 insights

• Client mentioned neck pain during Jan 15 call

• Prefers text over email (noted Jan 12)

• Works nights — call before 2pm (Jan 10)

• Spanish-speaking preference detected

Context used in 12 AI responses

Client

Maria Gonzalez

maria.gonzalez@email.demo

Phone

+1 (713) 555-0147

Insurance

Carrier ABC Trucking Insurance

Policy Limit $1,000,000

Adjuster James Wilson

Claim # CLM-2026-78432

Assigned To

Sarah Chen

Managing Partner