| name | lien-resolution-summary |
| title | Lien Resolution Summary |
| description | Generates a structured internal lien resolution summary for personal injury settlement cases. Triggers when resolving liens post-settlement, preparing settlement distribution statements, or auditing lien payoffs across health insurance subrogation, Medicare/Medicaid, hospital liens, workers' comp, and ERISA plans. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/lien-resolution-summary |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | personal-injury |
| language | en |
| tags | ["litigation","summarization","summary"] |
Lien Resolution Summary
Internal tracking memorandum documenting identification, negotiation, resolution, and satisfaction of all liens against personal injury settlement proceeds. Mark output as privileged/confidential attorney work product — do not distribute to lienholders.
Prerequisites
Gather before starting:
- Settlement agreement — gross amount, distribution terms, holdback provisions
- Lien demand letters/notices — from all asserting parties
- Medical billing records — itemized statements, EOBs per lienholder
- Negotiation correspondence — reduction requests, responses, final agreements
- Satisfaction documents — releases, discharges, confirmation letters (if available)
Workflow
Step 1: Executive Overview
Produce a header table:
| Field | Content |
|---|
| Case caption | Parties, court, case number |
| Settlement date | Date funded |
| Total settlement | Gross amount |
| Aggregate liens asserted | Sum of initial claims |
| Aggregate liens resolved | Sum of final payments |
| Total savings | Dollar amount + percentage |
| Net to client | After liens, fees, costs |
| Resolution status | All resolved / X pending |
Step 2: Classify Lienholders
Categorize each lien:
| Category | Legal Basis |
|---|
| Private health insurance | Contractual subrogation, policy terms |
| Medicare/Medicaid | 42 U.S.C. § 1395y(b) (MSP) |
| Hospital/provider statutory | State hospital lien statutes |
| Workers' compensation | State WC subrogation statutes |
| ERISA plans | 29 U.S.C. § 1132(a)(3); US Airways v. McCutchen |
| Other (VA, Tricare, disability) | Varies by program |
For each lienholder record: legal name, claim/reference number, contact, legal basis (statutory cite or policy provision), and priority position.
