Law firms and clients expect faster funding decisions and fewer administrative headaches. Two years ago, we recognized that AI and automation could help us deliver exactly that. This tech could help us eliminate process friction and help attorneys and their clients make Litigation Funding Simplified™. Most importantly, it could help our business spend less time on repetitive tasks and more time being true partners.
First thing we did as a Company was to create a dedicated AI role reporting directly to our CFO/COO—Manager of AI Adoption—that could turn our vision into measurable results. I have been with USClaims for 2 years and decided to volunteer to take on this challenge, leaving my previous role as Head of Treasury. The entire company rallied behind this initiative and me, and our culture of innovation and support made all the difference in those early days.
My first six months in the new role was focused on learning, embedding myself in each department, getting to know every job function, observing workflows, and listening to our partners, our clients and our employees.
Together with stakeholders across the organization, we identified time-consuming friction points like repetitive tasks, endless back-and-forth communications, and waiting periods that frustrate everyone involved. We prioritized ruthlessly. If AI couldn’t make a meaningful difference for our internal teams and partners, we moved on.
Since accepting this role, I have strived to bridge the gap between operational challenges and technical innovation. One way I do this is to kick off every project by asking the same question: How can I turn today’s problems into opportunities for growth?
Building the Right Solutions
We approached AI adoption with a clear intention. Every tool, automation, and project had to earn its place by delivering measurable impact on our operations and the law firms we partner with.
After those initial six months of learning, I dove into vendor research. What I found sobering was that vendors offered quick solutions but lacked flexibility (we couldn’t adapt as our needs changed) and control (we couldn’t own the technology). Most vendors were still early in their AI journey, so the tools often weren’t mature enough to meet our needs. The few solutions that came close carried price tags in the hundreds of thousands annually.
That’s when we made a pivotal decision to partner with developers to build our own proprietary AI applications and automations. These tools would be built around our workflows to deliver faster funding decisions, reduce errors, and minimize interruptions for law firms.
This approach took more time upfront but gave us complete control over our technology stack. We could iterate quickly based on feedback from our team and partner firms, ensuring every feature addressed a real pain point. We also own the solutions we built. This lets us continuously improve them without vendor constraints or growing licensing fees.
With our new solutions up and running, we wanted to tackle challenges impacting every law firm we work with: complications and delays in funding decisions.
Problem 1: High-Volume, High-Complexity Case Review
Our amazing underwriting team of dedicated professionals reviews roughly 3,500 funding requests monthly. Each funding decision relies on limited information, typically an email submission with medical records or court documents and a brief phone call with the law firm.
Attorneys and their clients expect same-day funding decisions. They need answers fast to move forward with their cases. Meanwhile, medical records alone can run hundreds of pages, and each medical facility has their own format and layout. Our underwriters spent hours combing through documentation to find critical details buried hundreds of pages deep in medical and legal files.
This created a domino effect. Our underwriting team trying to process 3,500 leads while meeting same-day expectations meant something had to give.
Longer review times meant delayed funding decisions. Incomplete information meant frequent follow-ups with law firms to clarify details. Every callback interrupted your team’s workflow and extended the waiting period for clients who needed funding.
The manual review process was unsustainable. Our underwriters are exceptional at evaluating risk and making funding decisions, but they spent most of their time searching for data in the documents instead of actual underwriting of the case and/or having a conversation with the firm.
Solution 1: AI-Powered Case Review
We developed a custom AI application that processes all case related documents, regardless of size, complexity, or format. The system handles everything from scanned documents to PDFs. A hundred-page medical file that once took hours to review now gets analyzed in minutes.
Before an underwriter opens a case, our system extracts and organizes the key facts, such as medical chronology, injury details, and treatment timeline as well as any gaps in treatment. Everything an underwriter needs appears in a clear, distilled summary. The original documents remain available for fact-checking and deeper review, but that crucial first pass happens instantly.
The impact has been transformative.
Thanks to AI, our underwriters now review close to 4,000 cases monthly with same-day decisions, cutting review time from hours to minutes. They can also focus on evaluating risk and making smarter funding decisions. They spend less time hunting for information and more time analyzing what matters. This means faster decisions for law firms, fewer follow-up calls interrupting your workflow, and clients getting funding answers when they need them.
We’ve also seen improved decision consistency. When every underwriter starts with a comprehensive summary, they work from a core foundation. AI doesn’t make decisions; our expert underwriters do. But it ensures everyone has an accurate and extensive understanding of the case from the start.
Problem 2: Manual, High-Volume Case Servicing
Our servicing team services approximately 20,000 cases and handles 7,000 cases per month. Today’s process is highly manual: we search case dockets, review individual filings, and in some cases contact law firms for updates on case progress. As a result of this manual process our Servicing team was focused on # of dockets reviewed vs how many firms we assisted on a particular day.
Solution 2: AI-Powered Case Servicing (In Development)
We’re building proprietary automation flows that will fundamentally change how we track case progress. Instead of manually searching docket and in some cases calling your office for updates, our system will retrieve and analyze information directly from court records (nationwide including federal docket).
The technology works continuously in the background. It pulls new filings, identifies status changes, and flags significant developments for our servicing team. When a motion is filed, a hearing is scheduled, or a settlement conference appears on the docket, we’ll know immediately and this information will be in our system.
This means fewer emails and or calls from our team and our interactions are now focused on how we can help the firm and its clients vs us asking for status updates…
We’re particularly excited about the intelligence layer we’re building on top of the automation. This layer automatically identifies critical case developments, helping firms anticipate funding needs and plan strategy more effectively. It will collect data and understand context. It will recognize the difference between a routine scheduling order and a significant motion that might impact case value. It will also track patterns that help us anticipate funding needs before they become urgent.
The better we get at servicing cases independently, the more we can be a true partner rather than another task on your to-do list.
The Future of AI and USClaims
Our AI journey doesn’t end with faster underwriting or automated case servicing—it’s about strengthening every part of our operation, so our partners feel the difference. By strengthening our internal systems, we’ve cut the time it takes to review complex case files, reduced the need for repeated outreach, and freed our teams to focus on higher-value work.
For the law firms we serve, these improvements mean quicker funding decisions, fewer interruptions to your day, and more time available to move your cases forward. Attorneys can stay focused on their clients, and plaintiffs receive answers when they need them most.
We believe the future of litigation funding isn’t just about technology—it’s about partnership. That’s why we’re committed to building these solutions alongside the firms we work with, ensuring that every advancement creates shared advantage.
Together, we can make Litigation Funding Simplified not just a promise, but a reality for every attorney and client who puts their trust in us.
