What it does
Medical record review and retrieval; Case merit determination/valuation; Mass tort and class action claims administration; Lien resolution; Special needs trusts; Government benefits call center support; Bankruptcy coordination; AI-assisted managed review (AIM product)
Evaluation criteria
Profile notes
Key facts
| Segment | Mass Tort / Settlement / Lien |
| Website | |
| Founded | Not published (founder Scott Freeman; company operating pre-2019 per acquisition history) |
| HQ | Houston, TX (exact street address not published) |
| Headcount | 501-1,000 employees |
| Ownership | Privately held. Equity owners per 2019 press release: Scott Freeman, Will Shapiro, Brian Polarek, LKCM Headwater Investments (PE), plus Integrated Financial Settlements and Ginger Susman added via Providio acquisition. CEO Robby Avery, CIO Mark Overton. |
| Pricing | Billed hourly or per-project with upfront scope/timeline/cost estimate; no published rate card |
| Certifications | Not published (no SOC 2/HIPAA badge found on site content reviewed) |
| Not published | Turnaround |