CaseMed Capital
Portfolio Examples
Illustrative LOP receivable funding scenarios for attorneys, healthcare providers, and medical lien portfolios. These examples are simplified frameworks only and are not offers, commitments, or guaranteed pricing.
How to Read These Examples
CaseMed evaluates each portfolio based on documentation, case type, jurisdiction, provider mix, attorney visibility, lien position, and expected resolution timing. The examples below are designed to show how portfolio characteristics may influence review, not to quote final terms.
Indicative Range
Purchase ranges generally fall between 15%–40% depending on underwriting quality and portfolio risk.
Portfolio Review
Broader receivable pools often allow risk to be reviewed across multiple claims instead of one file at a time.
No Consumer Advances
CaseMed works with attorneys, healthcare providers, and professional receivable portfolios — not individual plaintiff cash advances.
Example 1: Imaging Center LOP Portfolio
An imaging provider has a pool of MRI, CT, and diagnostic receivables tied to attorney-represented personal injury matters. The provider wants to convert part of the receivable pool into capital while preserving professional coordination with counsel.
| Category | Illustrative Detail |
|---|---|
| Receivable Type | Imaging and diagnostics under Letters of Protection |
| Portfolio Size | $250,000 billed receivable pool |
| Possible Review Range | Approximately 20%–32%, subject to underwriting |
| Key Review Items | LOPs, billing records, attorney acknowledgments, case status, jurisdiction, and expected resolution timing |
Example 2: Mixed Provider Medical Lien Portfolio
A receivable portfolio includes multiple provider categories such as imaging, physical therapy, pain management, and surgical-related bills. The pool may carry stronger diversification but also requires more detailed review of provider type, treatment support, and lien documentation.
| Category | Illustrative Detail |
|---|---|
| Receivable Type | Mixed medical lien receivables across several provider types |
| Portfolio Size | $500,000 billed receivable pool |
| Possible Review Range | Approximately 23%–35%, subject to underwriting |
| Key Review Items | Provider mix, treatment support, lien position, attorney visibility, claim stage, and recovery assumptions |
Example 3: Attorney-Controlled LOP Receivable Inventory
A plaintiff firm or attorney group has a larger inventory of LOP-related receivables tied to active and resolving cases. The review focuses on claim status, lien documentation, settlement visibility, and whether the portfolio can support a structured receivable purchase.
| Category | Illustrative Detail |
|---|---|
| Receivable Type | Attorney-coordinated LOP receivable inventory |
| Portfolio Size | $1,000,000 billed receivable pool |
| Possible Review Range | Approximately 28%–40%, subject to underwriting |
| Key Review Items | Counsel visibility, settlement stage, documentation quality, claim mix, venue, and expected recovery timing |
Why Examples Are Only a Starting Point
Two portfolios with the same billed receivable value may price very differently. A smaller, cleaner portfolio with strong documentation and near-term settlement visibility may be more attractive than a larger portfolio with unclear status, weak documentation, or longer expected duration.
Clean Files Matter
Signed LOPs, billing records, attorney acknowledgments, and current case status can improve review quality.
Timing Matters
Nearer-term resolution visibility may support different pricing than longer-duration receivables.
Portfolio Mix Matters
Case type, provider type, jurisdiction, and claim diversification all influence underwriting.
Portfolio Example FAQs
Are these examples actual offers?
No. These are simplified examples only. Actual pricing, approval, and structure depend on underwriting and final review.
Can a smaller portfolio still qualify?
Yes, smaller organized portfolios may be reviewed, but CaseMed generally favors professional receivable pools with enough scale to evaluate risk efficiently.
What improves the review process?
Organized claim files, signed LOPs, billing records, attorney acknowledgments, provider detail, jurisdiction information, and current case status all help.
Does CaseMed work directly with individual plaintiffs?
No. CaseMed Capital works with attorneys, healthcare providers, and professional LOP receivable portfolios. We do not provide consumer lawsuit advances.
Confidential Portfolio Review
Have a portfolio that looks like one of these examples?
Submit the basic receivable information and CaseMed will review whether the portfolio fits our underwriting and purchase criteria.