Optional Add-Ons

Scale Your Practice with Optional Services

Halcyon's core assessment is powerful on its own. These optional services extend that power for high-volume firms, complex cases, and teams that want every advantage.

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Process Hundreds of Cases at Once

Batch Processing

Built for high-volume intake operations, mass tort campaigns, and firms handling large case inventories. Upload an entire caseload and let Halcyon score every case automatically — no more one-at-a-time assessments.

What You Get

  • Upload CSV or spreadsheet files with hundreds of cases
  • AI scores each case using the same multi-model ensemble as single assessments
  • Real-time progress tracking with per-case status updates
  • Cost-optimized pricing at a fraction of individual assessment costs
  • Downloadable batch reports with per-case scores, recommendations, and Blue Book matches
  • Failed cases flagged with reasons so nothing slips through the cracks

Use Cases

Mass Tort Intake

Screen hundreds of potential cases from advertising campaigns overnight

Portfolio Review

Re-evaluate your entire active caseload to prioritize resources

Firm Acquisition

Assess an acquired firm's case inventory for viability before investing

Batch ProcessingProcessing
247 of 500 cases processed49%

Recent Cases

Johnson, R.
Score: 78Completed
Martinez, S.
Score: 64Completed
Williams, T.
Processing
Chen, A.
Queued
Avg Score: 71Est. Cost: $148.50ETA: 12 min
Chronological Medical Evidence at a Glance

AI Medical Summaries

Halcyon generates structured medical summaries from uploaded documents, organizing treatment history into a chronological timeline with exhibit citations. No more reading through hundreds of pages of medical records to piece together a narrative.

What You Get

  • Chronological timeline of diagnoses, treatments, and procedures
  • Automatic exhibit labeling (Exhibit A, B, C...) with page references
  • Key findings highlighted: MRI results, EMG studies, RFC assessments
  • Treatment gap identification to flag periods without medical evidence
  • Medication history tracking across providers and timeframes
  • Export-ready format for pre-hearing brief preparation

Use Cases

Hearing Prep

Walk into the hearing with a structured medical timeline already built

Brief Writing

Pull exhibit citations directly into your pre-hearing brief

Case Review

Quickly understand a case's medical trajectory without reading every page

Medical Summary

AI Generated

Johnson, Robert A. |DOB: 03/14/1971

01/2023—Dr. Martinez

Exhibit A

MRI reveals L4-L5 disc herniation

04/2023—Dr. Chen

Exhibit B

Prescribed Gabapentin 300mg for nerve pain

07/2023—Dr. Martinez

Exhibit C

EMG confirms nerve root compression

10/2023—Dr. Patel

Exhibit D

RFC assessment: unable to lift >10 lbs

4 exhibits cited·12 pages summarized

Data-Driven Practice Management

Detailed Analytics

Understand your firm's case patterns, approval rates, and revenue potential with Halcyon's analytics dashboard. Track which conditions you see most, what your average case strength looks like, and where your firm can improve its case selection.

What You Get

  • Total cases assessed with trends over time
  • Average viability score across your portfolio
  • Acceptance rate tracking to measure case selection quality
  • Estimated revenue projections based on case strength
  • Score distribution charts showing your case mix
  • Top conditions breakdown to identify your firm's specialization patterns

Use Cases

Practice Growth

Identify which case types yield the highest approval rates for your firm

Resource Planning

Forecast workload and revenue based on your intake pipeline

Marketing ROI

Measure which lead sources produce the strongest cases

Practice AnalyticsLast 30 Days

142

Cases Assessed

68

Avg Score

34%

Acceptance Rate

$284K

Est. Revenue

Score Distribution

0–40
41–60
61–80
81–100

Top Conditions

1Degenerative Disc Disease
28%
2Depressive Disorders
19%
3Fibromyalgia
14%
Connect to Your Existing Workflow

CMS Integrations

Halcyon integrates directly with the case management systems you already use. Push assessment results, scores, and recommendations into your CMS automatically — no copy-paste, no double entry, no friction.

What You Get

  • Direct integration with Clio, Filevine, and MyCase
  • Two-way sync: pull case data in, push results back
  • Automatic contact and matter creation from assessments
  • Score and recommendation fields mapped to your CMS custom fields
  • Toggle auto-sync on or off per integration
  • Smokeball and additional platforms coming soon

Use Cases

Zero Friction Intake

Assessment results appear in your CMS the moment scoring completes

Team Coordination

Attorneys, paralegals, and intake staff all see the same data in one place

Audit Trail

Every assessment is logged in your CMS for compliance and record-keeping

CMS IntegrationsConnected
Clio

Last sync: 2 min ago

Connected
Filevine

142 cases synced

Connected
MyCase

Ready to connect

Available
Smokeball

Q2 2026

Coming Soon
Two-Way SyncHalcyon ↔ CMS

Auto-sync new assessments

Sync frequency: Real-time

Available on Professional & Enterprise Plans

Batch processing and analytics are included on Professional plans. Medical summaries, CMS integrations, and custom volumes are available on Enterprise plans. All plans include the full core assessment suite.

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Professional
Batch + Analytics
Enterprise
All Services

Ready to Scale Your Intake?

Start with a free trial of Halcyon's core assessment, then add optional services as your practice grows.

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