NP-Led Medical Record Analysis for Plaintiff Attorneys

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TRACE 
Legal Nurse Consulting
  • Home
  • The Method
  • Practice Areas
  • Engagements & Pricing
  • Resources
  • About

Resources

Sample work, free references  Sample work, free references for intake teams, and licensed tools your firm can put to use tomorrow. for intake teams, and licensed tools your firm can put to use tomorrow. 

See the Actual Work

Claims about analytical depth are worth very little. Read the output instead — both documents below are complete and unredacted, and built on a fictional matter.

Sample Case Merit Review

Sample Case Merit Review

Sample Case Merit Review

A complete merit review on a fictional post-operative sepsis matter — chronology with clinical significance stated, recognition and action points identified, and the questions a retained expert would need answered. 

Get the Case Merrit Review

Sample Chronology Excerpt

Sample Case Merit Review

Sample Case Merit Review

Most chronologies list what happened. This one states what it means. Twelve pages from a live-format case merit review: every entry cited to its Bates number, with the clinical significance, the contradiction, and the missing documentation stated in the adjacent column. 

View the excerpt

Free References

 Short reference documents for intake teams and paralegals. No fee, no form. 

Medical Chart Red-Flag Checklist

Medical Chart Red-Flag Checklist

Medical Chart Red-Flag Checklist

 The documentation patterns that warrant a closer look before a matter is declined, organized by care setting. 


View Checklist

Behavioral Health Chart Decoder

Medical Chart Red-Flag Checklist

Medical Chart Red-Flag Checklist

  How psychiatric, substance use, and withdrawal documentation is structured, and what the standard abbreviations and rating scales actually mean.  

View the bh decoder

Tools for Your Intake Team

The same instruments TRACE uses on every engagement, built for in-house use. Instant download, firm-wide license.

The Custodial Records Kit — $397

  Custodial matters are set aside on incomplete production more often than on the clinical picture. This kit identifies every clinical record set a jail or prison generates, states which of the four custodians holds it, and explains what each one shows. Includes editable worksheets. Works in any jurisdiction.  

Buy The Custodial Records Kit

Bring TRACE to Your Firm or Bar Section

TRACE presents to plaintiff firms, bar sections, and legal organizations on reading medical records in litigation. Presentations are free to bar sections and to firms in the Charlotte area, and available remotely nationwide.

Available Presentations

  • The Recognition-to-Action Interval — reconstructing when a condition became recognizable, and how long the record sat afterward 
  • What Your Record Request Missed — the documentation that exists but is rarely named in a request, by care setting
  • Reading the Behavioral Health Chart — psychiatric, substance use, and withdrawal documentation in custodial and civil matters
  • Audit Trails and Metadata — what the record behind the record shows, and what it cannot establish

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Reference tools, not clinical or legal advice.

 Purchase does not create a consulting relationship. Digital products are delivered instantly and are non-refundable. See Terms & License. 

When a Matter Needs More Than a Reference

When a Matter Needs More Than a Reference


These tools make your first pass structured. They don't replace clinical analysis of a specific record.


If a matter clears your intake screening and you want a nurse practitioner's read before you commit to it, case screenings start at $850 — credited in full toward a full case review if you proceed within 60 days.


If you're not there yet, start with the sample review. It's the complete deliverable, on a fictional matter, and it costs nothing.

Book a Free Case Triage

 

TRACE resources are professional references intended to support the judgment of qualified users. They do not constitute legal or medical advice, do not assess the merit or value of any matter, and are not a substitute for independent clinical or legal analysis of a specific case. Whether a given record is discoverable in your jurisdiction is a legal question for counsel.


TRACE Legal Nurse Consulting, PLLC   

Advanced Practice Clinical Analysis for Litigation 

600 S Tryon St, 18th Floor, Charlotte, NC 28202 

sabrina@tracelnc.com • tracelnc.com


© 2026 TRACE Legal Nurse Consulting, PLLC — All Rights Reserved.



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