HoldFree AI calls hospitals, insurance adjusters, and lienholders for your firm—waiting out the hold music, following up via phone, fax, and SMS with signed HIPAA releases and LORs, and delivering verified answers by the next business day.*
Use HoldFree AI for one bottleneck or across your entire caseload.
We follow up with hospitals, orthopedic clinics, physical therapy offices, imaging centers, and copy services (Ciox, ChartSwap, Datavant) via phone and fax so your demands never stall on a missing chart.
Stop letting settled funds sit trapped in your IOLTA trust account. We contact hospital billing desks, Medi-Cal (DHCS), Medicare, Rawlings, Optum, and Equian by phone and fax to lock in final payoff figures.
When a new case signs, we contact State Farm, GEICO, Progressive, Allstate, and commercial carriers by phone and fax to establish representation and uncover policy limits early.
Injured prospects hire the firm that follows up consistently. HoldFree AI automatically reaches out to new web leads and missed calls within 1 business day* via phone and SMS—completely hands-free for your staff.
A phone call alone rarely closes the loop in PI law. When a records clerk, lien analyst, or adjuster needs a signed HIPAA release, LOR, or settlement notice, HoldFree AI uses phone, fax, and SMS together to deliver the document and confirm receipt.
A paralegal can only sit on hold with one hospital or insurer at a time. HoldFree AI places multiple calls simultaneously—turning hours of hold music into a clean next-business-day summary.*
Busy case managers only follow up every 2 to 3 weeks. If a chart or lien payoff letter is still processing, HoldFree AI automatically follows up every 72 hours* until the document is delivered.
You export a simple CSV of stuck files. By the next business day,* your team receives a structured report with rep names, reference numbers, verified lien balances, policy limits, and fax confirmation receipts.
| Matter ID | Workflow | Counterparty Contacted | Hold Absorbed | Fax / SMS Follow-Up | Rep & Ref # | Verified Next-Business-Day Note |
|---|---|---|---|---|---|---|
| PI-2026-4819 | Medical Records | Pacific Ortho & Spine (HIM) | 28m 14s | ✓ HIPAA Auth Faxed (TX#99281) | Maria G. • #HIM-90482 | Confirmed receipt of signed HIPAA release; 184-page chart & itemized ledger queued for e-delivery Oct 24. |
| PI-2026-3902 | Lien Resolution | Medi-Cal / DHCS Casualty | 44m 05s | ✓ Settlement Notice Faxed (TX#99284) | David L. • #MC-774120 | Verified final statutory lien payoff of $4,120.50 (reduced from $11,400 billed). Final letter requested. |
| PI-2026-5104 | Policy Limits | State Farm BI Claims | 19m 40s | ✓ Signed LOR Faxed (TX#99289) | Marcus V. • Clm #04-8821-X92 | Claim opened & LOR indexed. Adjuster confirmed 100% liability accepted & $100k/$300k BI limits. |
Adjust the sliders below to see how much hold time and caseload capacity HoldFree AI can unlock each month.
Works alongside Filevine, Clio Manage, Litify, CasePeer, SmartAdvocate, or any spreadsheet.
Export a simple CSV list of cases that need medical records, lien payoffs, policy limits, or lead follow-up—along with the signed HIPAA releases or LOR PDFs.
HoldFree AI navigates phone trees, waits out 30+ minute holds, speaks with clerks and adjusters, and sends needed faxes or SMS links automatically.
By the next business day,* you receive a clean summary report with verified release dates, final lien balances, policy limits, rep names, fax receipts, and call recordings.
Click any of the four tabs below to inspect a sample follow-up across phone, fax, and SMS.
Goal: Confirm receipt of HIPAA release and get release date for complete chart & itemized bill.
Hold Time Absorbed by AI
28 mins
Staff Time Spent
0 mins
Clerk noted the prior request was missing a page. HoldFree AI obtained the direct records fax number, faxed the complete 3-page HIPAA authorization, and confirmed the chart is queued for release.
Delivered as a clean spreadsheet ready for Filevine, Clio, Litify, CasePeer, or Excel.
Pick 10 files waiting on a hospital records desk, an unresponsive insurance adjuster, or a Medi-Cal / Rawlings lien payoff. We'll follow up across phone and fax and hand you the verified results, fax confirmations, and call recordings.