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Keystone Case Tracker

Personal Injury Case Management

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Keystone

Case Tracker

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Letter templates

Upload a .docx template

Templates use {{tokens}} that get filled with case data. See the placeholder reference below.

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Status Board

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Activity report

Activity log

Provider referral counter

New case

First name

Last name

Date of birth (DOB)

Date of Incident / Accident (DOA)

Case type (drives SOL)

Incident (RD) #

Defendant / at-fault party

File number (auto-assigned)

Notes

Case info & insurance

Claim number

At-fault party name

Client phone

Client email

Date of incident (DOA)

Client date of birth (DOB)

SOL date (manual override)

Insurance

At-fault insurance company

Client insurance company

At-fault coverage

Client coverage

Client has MedPay?

Add providers to this client

Check every provider this client was referred to. Add as many as apply.

Generate letter

Choose a letter — it will fill with this client's case data and download as a Word doc.

Add task

Task

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Due date

Note (optional)