Collateral Examination

Skip to content Case Works, Donlin Recano & Co., and MedQuest Ltd are now a part of Angeion Group About News Careers Contact Us Request for Proposal Home Class Action Class Action Expertise — Anywhere, Anytime Notice Claims Administration Fraud Prevention Mass Tort & Mass Arbitration Strategic Solutions forMass Disputes Intake and Validation Medical Records Form Completion Case Development Collateral Examination Personal Injury Scale Faster. Deliver Results. Intake and Investigations Rapid Records Retrieval Demand Package Preparation Treatment Facilitation MedQuest Bankruptcy International About News Careers Contact Us This is a search field with an auto-suggest feature attached. There are no suggestions because the search field is empty. Pre-Deal Forensic Case Reviews for Litigation Funders Collateral Examination Deep, defensible medical-record and collateral reviews to validate underwriting decisions and reduce sponsor risk. Request For Proposal Learn more Defensible Case Analysis for Funding Decisions Funding decisions often depend on incomplete or inconsistent case documentation. Without a structured review, underwriting teams may face unclear damages exposure, inconsistent medical opinions, documentation gaps, or hidden causation risks. Our Collateral Examination service provides litigation funders and deal teams with a comprehensive, expert-led review of a firm’s case collateral prior to funding. Through a detailed forensic analysis of medical records and supporting documentation, we identify clinical strengths and weaknesses, exposure risks, and overall litigation readiness. This independent, expert-driven approach helps reduce uncertainty and supports confident underwriting decisions by delivering: Expert-led forensic review of medical records and case collateral Quantified exposure analysis with risk sensitivity ranges Identification of documentation gaps and potential red flags Defensible reporting suitable for underwriting and syndication decisions Request a Collateral Examination Estimate Our Approach Our structured review process delivers clear, actionable insights to support funder underwriting decisions. Intake & Scope Alignment The funder provides a case list and relevant documentation. We align on the engagement scope, review depth, and underwriting objectives. Triage Review A rapid sample review identifies high-risk matters and confirms the appropriate scope for full analysis. Comprehensive Case Review Our lead reviewer conducts a detailed forensic review of medical records and supporting collateral to evaluate clinical validity, damages exposure, and documentation consistency. Expert Validation When necessary, clinical experts or life-care planning specialists provide targeted opinions to validate findings. Forensic Collateral Examination Memo We deliver a detailed report summarizing findings, quantified risk estimates, and recommended next steps. Optional Ongoing Review Funders may retain our team for continued review of additional deals or portfolio matters. Engagement Deliverables Each engagement produces a Forensic Collateral Examination Memo designed for underwriting teams and investment committees. Deliverables include: Executive summary with go/no-go recommendation Detailed forensic memo mapping records to claims and damages exposure Quantified risk estimates with sensitivity ranges Red-flag analysis including documentation gaps and causation concerns Recommended mitigation strategies Appendix including record excerpts, chain-of-custody notes, and methodology Optional add-ons include: Expert witness vetting Life-care plan review Ongoing portfolio screening retainers Proven Expertise for Complex Case Portfolios Collateral Examination engagements are led by senior forensic reviewers with deep expertise in medical record analysis and personal injury litigation support. Our team works with a network of: Clinical experts Life-care planners Litigation support specialists This approach allows us to deliver consistent, high-quality analysis across large case portfolios. Compliance You Can Trust All reviews are conducted using secure processes designed to protect sensitive information and ensure compliance. HIPAA-compliant workflows Secure document handling and chain-of-custody documentation Redacted materials for external reporting where required Ready to Strengthen Your Underwriting Process? Speak with our team to learn how Collateral Examination can support your next funding decision. Request a Collateral Examination Estimate Collateral Examination Team Dan Miner President of Mass Torts and Single Event David Warren Vice President of Class Action & Mass Tort Services Justin Brumfield Vice President of Personal Injury and Mass Tort Services Olivia Occhigrossi Vice President of Mass Tort Services Company Headquarters Angeion Group1650 Arch Street, Sui