Creating cases
Post a case so matched experts can review it and submit expert opinions.
What you'll do
By the end of this page, you'll have a new case posted, visible to matched medical experts, and waiting for opinions to come in.
Before you start
- Solo attorneys: an active plan or PAYG balance. Firm members are covered by their firm's plan.
- The case facts ready to summarize — de-identify per HIPAA before you paste anything in.
A note on patient privacy
Kalivar applies double-blind matching: experts don't see your client's identity, and you don't see expert identities until an introduction is accepted. Don't include patient, physician, or staff names in any free-text field. The redaction reviewer flags identifiers it detects, but you're the last line of defense.
Step-by-step
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Open Cases from the sidebar.
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Start a new case from the create-case action at the top of the list.
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Fill the form. The fields you'll touch:
- Title — a short factual headline. Lead with the medical event, not a legal theory.
- Case Narrative — the case facts you want an expert to read, with enough detail to assess merit.
- Specific Questions (optional) — narrow medical questions you want each opinion to address.
- Required Specialties (required, at least one) — the medical specialty most relevant to the case. You can filter the picker by category (Physician vs. Other medical) and by tier.
- Urgency — Standard or Rush.
- Max Opinions — how many expert opinions you want, between 1 and 5.
- Required jurisdictions — the U.S. state(s) experts must be licensed in. Leave empty to accept any state.
- Event location (optional) — the city and state where the events occurred.
- Patient details (optional) — age, gender, past medical history (PMH), and past surgical history (PSH). These help experts frame the case but are not required.
- Matter ID (optional) — your firm's internal reference.
- Case Type (optional) — Medical Malpractice, Personal Injury, or Other.
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Submit the form to create the case draft. From the case detail you can attach images or short videos, then publish the case so matched experts see it.
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Track the case through its lifecycle. Cases move through Draft, Open, Closed, and Archived — the case-status badge on the case header shows where you are.
Tips
- A clear, factual narrative gets faster, higher-quality opinions. Lead with the medical question.
- Pick the most specific specialty for stronger matches.
- Cases stay double-blind: your client's identity is never exposed to experts.
- You can post multiple cases in parallel; experts are matched independently per case.
- Save the draft first, then come back to attach files — attachments are added on the case detail, not on the create form.