Stop Chasing Records.
Start Settling Cases.
Don't let your highly-paid paralegals waste hours on hold with hospital billing departments or insurance adjusters. Hire a rigorously trained Personal Injury Virtual Assistant to handle HITECH requests, intake, and demand prep. We manage the QA, and you pay only for output.
Proficient in Top Case Management Tech Stacks
What Your PI Virtual Assistant Handles Daily
Your dedicated Project Manager ensures our vetted experts execute these critical, non-billable tasks flawlessly, allowing your paralegals to focus on complex litigation.
Records & Billing Retrieval
Stop paying local staff to sit on hold with hospitals. We handle the entire HITECH and standard record request lifecycle from start to finish.
- Drafting and sending HIPAA authorizations
- Aggressive phone follow-ups with providers/ChartSwap
- Processing invoices and saving records to the file
Adjuster & Claim Follow-ups
Keep claims moving forward. We sit on hold with GEICO, Progressive, and State Farm to ensure your firm is marked as the attorney of record.
- Opening initial bodily injury & PD claims
- Confirming receipt of Letters of Representation (LOR)
- Requesting declaration pages and policy limits
Intake & Demand Prep
Ensure new leads are signed instantly and demand packages are structured perfectly for attorney review.
- Conducting initial intake screens and entering data
- Sending retainer agreements via DocuSign/HelloSign
- Tallying medical specials to create Demand Shells
The Sagedoer Architecture
Why high-volume PI firms choose our managed service over raw freelancing.
Unmanaged Freelancers
Platform & Bidding Fees
Up to 40% lost to marketplace markups and hidden fees.
Management Overhead
Your senior paralegals must stop working cases to supervise the VA and write exhaustive SOPs.
Confidentiality & HIPAA Risks
Unvetted freelancers accessing sensitive medical records on unmonitored home networks.
Legal Illiteracy
Hiring a generic VA who doesn't understand the difference between PIP and Bodily Injury.
Sagedoer Managed
0% Hidden Fees
Pay strictly for hours worked. Zero platform or setup fees.
Dedicated Project Manager
Acts as your remote Case Manager. We oversee the VA at no cost to you.
Strict Security Protocols
Internally vetted experts operating under strict NDAs, trained in HIPAA compliance.
PI-Specific Training
VAs who understand medical billing codes, adjusters, and case management software.
Deployment Protocol
A structured, secure workflow designed to integrate smoothly with your firm's operations.
Submit Requirements
Share your CMS (Filevine, Litify, etc.), active case volume, and specific bottlenecks via Email or Form.
SOP & Security Setup
Your PM reviews your workflows, establishes secure VPN/login access, and finalizes the deployment plan.
Active Delegation
Your PM takes charge. They manage the VA executing record requests, adjuster calls, and data entry.
Pay for Output
Centralized time tracking. You pay only for the VA's actual working hours. PM QA and oversight is 100% free.
Flat-Rate Operational Costs
Predictable USD invoicing. No platform fees. Free Management included.
Part-Time Specialist
20 Hours Per Week
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Full-Time Specialist
40 Hours Per Week
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Trusted by PI Firms Nationwide
See how Sagedoer's managed approach speeds up settlements.
"My paralegals were spending half their week sitting on hold with Kaiser and billing departments. Sagedoer's VA completely took over record retrieval. The PM ensures no follow-up is missed. Our cases settle months faster now."
David T., Esq.
Managing Partner
"We use Filevine, and finding staff who know it is tough. Sagedoer provided a VA who already understood the architecture. They open files, send the DocuSign retainers, and handle all initial intake data entry."
Sarah J.
Lead Paralegal
"Confidentiality was my main concern. The Project Manager set up secure protocols so the VA accesses our systems via VPN. They build our Demand Shells flawlessly by tallying the medical specials accurately."
Marcus K., Esq.
Solo Practitioner
"Zero platform fees and simple billing. I send our adjuster follow-up list to the Project Manager, and the VA sits on hold with State Farm all day getting status updates. Incredible ROI for $6/hr."
Elena L.
Pre-Lit Manager
"My paralegals were spending half their week sitting on hold with Kaiser and billing departments. Sagedoer's VA completely took over record retrieval. The PM ensures no follow-up is missed. Our cases settle months faster now."
David T., Esq.
Managing Partner
"We use Filevine, and finding staff who know it is tough. Sagedoer provided a VA who already understood the architecture. They open files, send the DocuSign retainers, and handle all initial intake data entry."
Sarah J.
Lead Paralegal
"Confidentiality was my main concern. The Project Manager set up secure protocols so the VA accesses our systems via VPN. They build our Demand Shells flawlessly by tallying the medical specials accurately."
Marcus K., Esq.
Solo Practitioner
"Zero platform fees and simple billing. I send our adjuster follow-up list to the Project Manager, and the VA sits on hold with State Farm all day getting status updates. Incredible ROI for $6/hr."
Elena L.
Pre-Lit Manager
System Queries (FAQ)
Common questions about delegating your Personal Injury operations.
Do these VAs provide legal advice or act as attorneys?
How do you ensure HIPAA compliance and data security?
How do they pay for medical record fees?
Can they speak to insurance adjusters directly?
Focus on litigation.
We handle the prep.
Stop paying your highest-earning paralegals to sit on hold with hospitals. Contact us to deploy a trained PI Virtual Assistant and a dedicated Project Manager.
Request Deployment Proposal
Share your firm's case management software (e.g., Filevine, Litify) and active caseload below. Your Project Manager will establish contact shortly.