Fragmented Materials
Patient intake, denial letters, medical records, physician statements, and prior appeals live in different systems, formats, and folders — with no structured connection between them.
Coming Soon · Built for legal-medical teams
From denial chaos
to appeal-ready clarity.
The hardest part of a health insurance appeal isn't writing the final letter. It's finding the right facts, understanding the denial, identifying missing support, and assembling the strongest medical and legal argument — before the deadline.
ClearIQ gives legal-medical teams immediate case orientation: structured intake, denial analysis, AI-assisted fact extraction, and an attorney-reviewable appeal workspace — from first intake to final package.
Built for attorneys, patient advocates, healthcare appeal specialists,
and legal-medical case managers.
The Challenge
Health insurance appeal preparation is broken.
Your team works across scattered intake notes, denial letters, medical records, physician support letters, and prior appeal work product — under deadline pressure, without a shared structure, and with no way to systematically surface what's missing.
Time-Sensitive Deadlines
Health insurance appeals operate under strict external deadlines. Missed windows mean closed cases. The cost of a disorganized workflow is measured in lost appeals — and patient outcomes.
No Repeatable Workflow
Every case starts from scratch. Knowledge from past appeals — winning arguments, effective physician letters, denial patterns — is locked in documents, inboxes, and institutional memory.
Missing Physician Support
Physician letters and clinical documentation are frequently incomplete, late, or misaligned with the legal arguments required for the specific denial reason — gaps that only surface at final review.
The Strongest Facts Are Buried
The facts that win the appeal exist — somewhere across denial letters, medical records, and physician notes. Attorneys spend hours finding them before they can begin the actual advocacy work. That is the orientation problem.
Inconsistent Documentation
Without a standard intake and documentation structure, appeal packages vary in completeness and quality across attorneys, advocates, and case managers — creating risk and rework.
The Workspace
One structured workspace.
One structured workspace.
From intake to appeal-ready.
ClearIQ creates a single, structured thread from the first intake form to the final appeal package — so nothing is scattered, nothing is missed, and expert judgment can focus on what matters.
01
Secure Intake
Structured patient and case intake captures the information needed for a complete appeal file — consistently, across every case.
02
Denial Letter Review
Upload the denial letter. ClearIQ extracts the denial reason, coverage language, and insurer's stated basis — ready for legal and clinical review.
03
AI-Assisted Patient Interview
Structured interview guides and transcription tools capture patient-reported information, treatment history, and functional impact in a reviewable format.
04
Medical & Legal Fact Extraction
Medical records, treatment notes, and physician documentation are parsed to surface clinically relevant facts mapped to the denial reason.
05
Appeal-Strength Classification
The case is assessed for appeal viability based on denial type, supporting documentation strength, and alignment with coverage standards.
06
Missing Support Detection
ClearIQ identifies gaps in clinical documentation, physician support, and legal argument — before the appeal is drafted.
07
Attorney & Advocate Review
All extracted facts, arguments, and gaps are presented in a structured workspace for expert review, annotation, and decision-making.
08
Editable Appeal Package
A complete, formatted appeal package — cover letter, argument structure, supporting documentation index — is generated for final expert review and submission.
09
Outcome & Recovery
When the insurer approves, recovery and disbursement activates automatically — calculating fee splits, coordinating multi-party disbursements, and reconciling remittances without a separate billing workflow.
Human judgment stays in control at every step. ClearIQ organizes and surfaces — attorneys and advocates decide.
Recovery & Disbursement
The appeal wins.
The appeal wins.
Recovery follows.
When the insurer approves, the administrative work shouldn't start over. ClearIQ's integrated recovery and disbursement module tracks outcomes, calculates fee allocations, coordinates multi-party disbursements, and reconciles insurer remittances — triggered automatically the moment an appeal is marked approved.
For legal-medical teams working on contingency or fee-for-service models, this closes the loop that has historically required a separate billing team, a separate system, and weeks of manual follow-up. ClearIQ handles it as part of the same case workspace.
Appeal filed Package submitted to insurer
Appeal approved Insurer decision logged
Recovery & disbursement activates Fee calc, disbursement, reconciliation
Disbursements issued All parties paid, ledger closed
Human review is required before any disbursement is initiated.
The workspace prepares — authorized personnel approve.
01
Outcome Tracking
Appeal results are logged directly in the case workspace. An approved decision automatically activates the recovery workflow — no manual handoff, no separate system, no delay.
02
Contingency Fee Calculation
For legal teams working on contingency, fee splits are calculated automatically against the approved claim amount using your firm's configured fee structures — no manual arithmetic, no spreadsheet reconciliation.
03
Multi-Party Disbursement
Approved claim amounts are allocated across every party in the disbursement chain — lead counsel, co-counsel, referring advocates, medical providers, lien holders, and patient — with configurable allocation rules applied per case.
04
Remittance Reconciliation
Incoming EFT and ACH remittances from insurers are matched against approved claims in real time. Discrepancies — underpayments, missing payments, partial releases — are flagged automatically before they become collection problems.
05
Case Recovery Ledger
Every case maintains a complete, auditable recovery record — approved claim amount, fee splits, disbursements issued, outstanding balances, lien satisfactions, and full disbursement history. One record, fully traceable.
06
Revenue Reporting
Firm-level and advocate-level reporting across approved appeal revenue, pending disbursements, open balances, and payment pipeline — giving managing partners and finance teams a real-time view of where every dollar stands.
From patient intake and denial letter through appeal package, insurer approval, and full recovery disbursement — ClearIQ manages the complete lifecycle in one structured workspace.
What ClearIQ Is
The appeal problem
The appeal problem
isn't drafting.
It's finding the case.
Generic AI writing tools generate text. ClearIQ structures your case. A health insurance appeal is not primarily a writing problem — it is a fact triage and argument assembly problem. The right facts exist somewhere across intake notes, denial letters, medical records, and physician input. ClearIQ finds them, organizes them, and surfaces what's missing, so the attorney can start where it matters — not at page one.
Join the WaitlistImmediate case orientation.
From the moment a matter is opened, ClearIQ gives attorneys and advocates a structured view of the strongest facts, missing support, and denial basis — so expert judgment starts at the right place, not at square one.
Facts, not filler.
ClearIQ extracts and structures clinically and legally relevant facts from your actual case materials — it does not generate unsupported narrative.
Gaps surface early.
Missing physician letters, incomplete clinical documentation, and unaddressed denial arguments are identified before drafting begins — not discovered at final review.
Expert review stays central.
Every extracted fact, argument theme, and generated draft is flagged for attorney or advocate review. The workspace is built around human judgment, not around AI confidence.
Historical appeal memory.
Successful arguments, physician letter patterns, and denial-specific strategies from past appeals inform future case preparation — without starting from scratch every time.
Core Features
Built for the full appeal workflow.
Six purpose-built modules that take a case from denial intake to submission-ready appeal package — with expert review at the center.
Appeal Strength Map
Every case is assessed for appeal viability across denial type, clinical documentation quality, insurer argument, and applicable coverage standards — giving teams a structured read before committing resources.
Denial Reason Interpreter
Denial letters are parsed to extract the insurer's stated basis, coverage language cited, and specific policy provisions invoked — translating insurance-speak into structured, actionable review.
Physician Support Gap Detector
Missing, incomplete, or clinically misaligned physician letters are flagged before drafting begins — with structured prompts identifying what documentation is needed and why.
Historical Appeal Memory
Winning arguments, effective physician letter structures, and denial-specific strategies from past cases inform future case preparation — without reinventing the wheel every time.
Attorney Review Workspace
Extracted facts, argument themes, documentation gaps, and generated drafts are presented in a structured workspace designed for attorney and advocate review, annotation, and decision-making.
Appeal Package Builder
A complete, formatted appeal package — cover letter, argument structure, clinical documentation summary, and supporting exhibit index — generated for final expert review and submission.
Who It's For
Built for the people who turn
Built for the people who turn
insurance denials into appeal packages.
ClearIQ is purpose-built for legal-medical professionals who work under deadline pressure with fragmented materials and high stakes.
Health Insurance Defense & Appeal Counsel
Attorneys managing appeal caseloads need faster fact organization, structured documentation review, and editable draft output — without sacrificing the analytical judgment that wins appeals.
- Case management
- Legal argument development
- Expert review workspace
Health Insurance Patient Advocates
Advocates working on behalf of patients need a structured way to capture intake, gather medical evidence, and prepare complete appeal submissions — without an attorney's office behind them.
- Structured intake
- Documentation support
- Guided appeal workflow
Healthcare Appeal Specialists
Appeal specialists handling high-volume denial management need repeatable workflows, denial reason classification, and structured output that scales across case types and insurers.
- Denial classification
- Repeatable workflow
- Volume case management
Legal-Medical Case Managers
Case managers coordinating between patients, physicians, and legal teams need a shared workspace that keeps everyone aligned — from intake through final submission.
- Cross-team coordination
- Physician support tracking
- Submission readiness
Clinical Support Teams
Clinical staff supporting appeal efforts need structured templates and clear documentation guidance to ensure physician letters and clinical records are aligned with the specific denial being appealed.
- Clinical documentation
- Physician letter support
- Denial alignment
Early Access
Organize the facts.
Organize the facts.
Find the gaps.
Draft with confidence.
ClearIQ is in active development. Join the waitlist to shape the product and be among the first teams to use it.
Early-stage concept — no commitment required
Waitlist members help shape features
Priority access when beta launches
You're on the list.
Thank you for your interest in ClearIQ. We'll be in touch as the product develops — and you'll hear from us first when early access opens.