Initial consultations are designed to understand the scope of work, review available materials, and determine how Paralegal Data Solutions can assist efficiently and professionally.

PDS provides structured consultation and intake support to help attorneys and individuals organize case materials prior to formal legal review. This service focuses on gathering, organizing, and preparing documents so attorneys can evaluate matters efficiently.

Deliverables:

• Intake questionnaires (non-legal)

• Document intake and sorting

• Preliminary case file organization

• Preparation of materials for attorney consultation

Services include:

• Review of available documents and information

• Scope definition and service recommendations

• Workflow planning and next-step guidance

• Coordination of ongoing support services

No legal advice or case evaluation is provided.

Title: Core Paralegal Support Session
Description: Core Paralegal Support & Case Organization

Paralegal Data Solutions provides professional paralegal support focused on case organization, accuracy, and litigation readiness. Services are performed under attorney direction or in preparation for attorney review to ensure materials are clear, complete, and usable.

Services include:

• Case file organization and restructuring

• Chronologies and detailed case timelines

• Document indexing and labeling

• Bates-ready document preparation

• File audits to identify missing or incomplete records

• Preparation of organized materials for attorney review

Deliverables:

• Case file maintenance

• Discovery organization support

• Trial notebook preparation assistance

• Research coordination (non-legal)

Paralegal Data Solutions specializes in transforming complex case data into clear, usable, decision-ready information for attorneys and legal teams.

Services include:

• Case and claim tracking spreadsheets

• Matter status reporting and updates

• Issue, exposure, or trend tracking

• Multi-matter portfolio summaries

• Custom Excel dashboards and analytical reports.

Deliverables:

• Case tracking spreadsheets

• Claim and matter logs

• Deadline and milestone tracking

• Portfolio-level summaries

• Status and data integrity reports

This service is ideal for firms managing high-volume or multi-jurisdiction matters.

Paralegal Data Solutions produces concise, organized deposition and testimony summaries to support case evaluation, litigation preparation, and strategic review.

Services include:

• Deposition summaries with page and line references

• Topic-based and issue-specific summaries

• Identification of key admissions and testimony themes

• Cross-referencing testimony to pleadings or records

• Litigation-ready summary formats

Deliverables:

• Narrative deposition summaries

• Issue-focused summaries

• Chronological testimony outlines

• Cross-references to exhibits or records

Title: Medical Record Summaries & Treatment Timelines.

Description:
Paralegal Data Solutions prepares clear, neutral medical summaries designed to help attorneys and clients quickly understand treatment history and key events without interpretation or opinion.

Services include:

• Medical treatment timelines

• Provider and facility summaries

• Diagnosis and procedure summaries

• Identification of gaps or missing records

• Exhibit-ready medical summaries for litigation support

Deliverables:

• Medical record chronologies

• Treatment timelines

• Record indexing and citation references

• Identification of missing records (non-opinion)

Medical summaries are prepared for reference and organizational purposes only.

Paralegal Data Solutions assists individuals with organizing and understanding legal documents before meeting with an attorney, focusing strictly on clarity and preparation.

Services include:

• Sorting and organizing legal paperwork

• Creating document indexes and summaries

• Preparing question lists for attorney meetings

• Identifying missing or incomplete documents

Deliverables:

• Document sorting and categorization

• Exhibit preparation support

• Bates coordination support

• Digital file cleanup and standardization

No legal advice is provided. Services are limited to organization and document preparation.