The Forensic Record Review System™

A complete forensic record review workflow — from attorney intake through report-ready timeline — built from real forensic SLP casework.
 
A complete forensic record review system designed to take a case from first attorney call through a defensible, report-ready timeline — without rebuilding your process from scratch every time.
 
This is the same six-phase workflow used to move real forensic SLP cases from intake to report: confirm the referral question, request records in one categorized round, log and index everything as it arrives, build a defensible chronology, draft with AI-assisted support, and stress-test your opinions before opposing counsel does.
 
Created by Erica Thomas, M.S., CCC-SLP, a forensic speech-language pathologist specializing in swallowing, communication, cognition, and healthcare-related litigation support.
 
Included (8 files):
Sample Workflow System Guide — the six-phase process, walked through on a real worked case
Attorney Interview Worksheet — the intake call structure that gets the referral question in writing before the review clock starts
Medical Record Request Checklist — categorized by record type, built to avoid a second and third round of requests
Case Organization Master Tracker (Excel) — live case dashboard, records log, document index, deadlines, and billing, in one workbook
Case Timeline Template (Excel) — the chronology and relevance-flagging structure used to build a defensible record
Case Timeline — Completed & Annotated Example (Excel) — a full worked case showing the reasoning behind every relevance call, not just a blank template
AI Prompts Library — vetted prompts for organizing, drafting, and deposition prep, with built-in verification rules
Report QA & Self-Audit Toolkit — the pre-send checklist that catches what opposing counsel would raise first
 
Format: Digital download (PDF + Excel). Available immediately after purchase.
 
For educational and litigation support purposes only. This resource does not provide legal advice, medical diagnosis, or an expert opinion regarding any specific case.
 
Due to the digital nature of this product, all sales are final. Once access to the downloadable resource has been provided, refunds, returns, or exchanges cannot be issued.
 
By purchasing this resource, you acknowledge that this system is a professional education and litigation support tool. It does not constitute legal advice, medical advice, diagnosis, or an expert opinion regarding any individual case.
 
If you experience technical difficulties accessing your download, please contact us for assistance.