Case triage
The medical issues and missing records are unclear at intake.
- Medical-issue triage memo
- Fact-source and missing-record register
- Further-evidence list and expert questions
Memo and index; separate responsibility for medical and legal judgments.
Charge a limited appraisal or capped hours; credit reusable work toward a case dossier.
Scope limits
Excludes legal opinions, liability decisions and formal appraisal.