What changes for the team
What changes for the team afterward
A stronger first read on a case
Your team can spot the strengths and risks in a medical record early — before you've spent hours on the chart or committed to a theory of the case.
A shared clinical vocabulary
Attorneys, paralegals, and nurse reviewers talk about the record the same way, so findings move across the team without translation or rework.
Clearer staffing and investment decisions
Practice group leaders can decide with more confidence when a case merits expert investment — and when it doesn't.
Workshop agenda
Four hours, from records to integrated analysis
Each session combines focused instruction with guided application to the firm's selected case. The facilitator guides the group through the same de-identified case all afternoon, with participants working in small teams.
- 0:00–0:15
Welcome and case orientation
Set workshop goals, orient the team to the selected case, and agree on how to handle the training materials.
- 0:15–0:35
The seven-pillar method
Review how the pillars connect and how each stage informs the next.
- 0:35–0:55
1. Record Integrity
Inventory the records provided, identify gaps or inconsistencies, and note where documentation limits analysis.
- 0:55–1:15
2. Baseline Profiling
Establish the patient's condition, history, function, comorbidities, and risks before the event.
- 1:15–1:25
Break
- 1:25–1:50
3. Imaging Analysis
Examine documented findings, timing, communication, and clinical response. Focus on the report and response pathway.
- 1:50–2:20
4. Timeline Reconstruction
Build the event sequence and connect findings, recognition, communication, action, and escalation.
- 2:20–2:50
5. Standard of Care Review
Identify care expectations raised by the record and evidence or qualified review needed to assess them.
- 2:50–3:10
6. Regulatory and Compliance Overlay
Consider relevant policies, regulations, and system obligations; keep compliance findings distinct from causation.
- 3:10–3:40
7. Causation Mapping
Map the documented sequence to the outcome, consider alternative explanations, and identify limits in the evidence.
- 3:40–3:55
Integrated case huddle
Bring the seven pillars together. Share key findings, record gaps, questions for further review, and limitations.
- 3:55–4:00
Close and next steps
Recap the method and identify practical ways to use it in the firm's case-review process.
Preparation
The firm selects one case and provides a de-identified record packet in advance through the agreed secure channel. Include only materials appropriate for a training exercise.
Participant takeaways
A completed training worksheet capturing the case sequence, potential record gaps, key questions, and limitations identified during the exercises.
Workshop scope. This is an educational workshop. The training worksheet is not a formal case review or expert opinion and does not replace case-specific professional analysis. Imaging instruction addresses documented reports and response pathways, not independent interpretation of original images.
The live case exercise
How the live case exercise works
- 1
You choose the case
The firm selects one of its own medical malpractice, healthcare, or long-term care matters — past or active — in a de-identified form.
- 2
We work the record together
Participants apply the seven pillars to the actual chart: timelines, provider communications, documentation gaps, and clinical decision points.
- 3
You compare findings
Groups present their read, and Michelle walks through the full clinical analysis and what it means for the firm's posture on the case.
Who should attend
Built for the whole case team
The Intensive is designed around discussion, not a lecture — so the group learns from each other's read of the same record. Groups of any size up to 15 work well.
- Managing partners and practice group leaders in healthcare, medical malpractice, or long-term care
- Litigation associates who will evaluate and manage medical records
- Paralegals and nurse reviewers who handle chart review
- Litigation support and case managers involved in early case assessment
About the instructor
Michelle Carroll
Founder and Chief Clinical Strategist, Lexcura Summit
Michelle Carroll created clinical intelligence — the seven-pillar method taught in the Intensive — and has spent her career helping legal teams understand what the medical record does and doesn't say.
She is the author of five published books, and her papers have been published by the American Health Law Association.
FAQ
Frequently asked questions
How large can the group be?
Up to 15 attorneys and staff from your firm. Smaller groups work equally well — the format is built around discussion.
How is scheduling handled?
The Intensive is virtual and runs as a half day. We schedule around your firm's calendar, and sessions can be held in the morning or afternoon.
How much preparation is required?
Just one de-identified case and a short intake conversation. We handle the rest.
What does it cost?
$4,500 for the half-day session, covering up to 15 attorneys and staff.
Book the Intensive
Buy the Intensive
Two steps: purchase your session through our secure checkout, then book the half day that works best for your team.
- 1
Buy the Intensive
$4,500 per firm — one live, virtual half-day session for up to 15 attorneys and staff. Checkout is handled on our secure product page.
Buy the Intensive — $4,500 - 2
Book your session date
Right after purchase, choose the date that works for your team on our scheduler. Have your firm name and preferred dates handy.
Schedule your session date