| name | pfs-analyzer |
| title | PFS Analyzer |
| description | Extracts and reconciles medical provider, wage-loss, and insurance/lien data from personal injury plaintiff fact sheets and initial disclosures against builder draft responses. Use when the user mentions PFS analysis, medical provider reconciliation, wage loss audit, insurance lien tracking, PI discovery reconciliation, builder response validation, MDL plaintiff data extraction, FRCP 26(a)(1) disclosures, treatment chronologies, or specials spreadsheets. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/pfs-analyzer |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | personal-injury |
| language | en |
PFS Analyzer
Extracts structured data from PI plaintiff fact sheets and initial disclosures, reconciles against draft builder responses, and produces an issues memo with variance flags and full source traceability.
All output requires attorney review before service or filing.
Quick Start
- Gather source documents (PFS, provider lists, wage docs, insurance disclosures, builder draft)
- Extract providers, employers, and insurance/lien entities with source citations
- Reconcile extractions against builder draft — flag all variances
- Deliver builder-ready output + lawyer-facing issues memo
Intake Checklist
Ask every time unless user says "use defaults" or "just draft":
- PFS / Initial Disclosures — executed PFS, FRCP 26(a)(1) packet, or MDL CMO form
- Medical provider list — specials spreadsheet, treatment chronology, HIPAA auth list
- Wage loss package — employer verification, pay stubs, W-2s, tax returns
- Insurance disclosures — EOBs, PIP/MedPay, lien letters, subrogation notices, Medicare/Medicaid status
- Client intake notes — internal questionnaires with details possibly omitted from PFS
- Draft builder responses — discovery responses to validate
- Forum/jurisdiction — federal vs. state court
- Key context — DOI, prior injury history, date range, cash-pay/LOP/workers' comp, pharmacy list, employment gaps >6 months
Defaults (if user doesn't respond): federal court, FRCP 26(a)(1) framework, all available docs, partial output if incomplete.
If any source is missing, label output "Partial" and identify what is absent.
Core Workflow
1. Build Extraction Map
Every extracted data point must include:
| Field | Format |
|---|
| Source document | "Doc 1, p. 4" or Bates range |
| Verbatim text | Exact wording from source |
| Confidence | High (explicit with address + dates) / Medium (listed, missing details) / Low (inferred, needs verification) |
Rules:
- Untraceable facts must not be presented as extracted data
- Preserve spelling in
verbatim_name; create separate
