For Attorneys

Your clients need healthcare navigation.
We partner with you to provide it.

We reduce risk and solve complex, non-legal healthcare logistics for estate planning, elder law, probate, and litigation attorneys.

Healthcare Navigation and Financial Advocacy for Legal Clients

We provide comprehensive, non-clinical healthcare navigation for your clients and their families, managing hospital discharges, care transitions, medical billing review, insurance appeals, and proactive care coordination, while identifying potential cost savings on medical fees and billing. Every engagement is documented in an organized, defensible format suitable for your case file.

You focus on the legal work; we mitigate risk and handle the healthcare management, claims, and financial side.

Proud Member of NAHAC

Response within 24 hours · Written findings for your case file

What We Deliver for Your Firm

  • ✓Medical bill audits for case damages
  • ✓Insurance claim resolution and billing negotiations for estates
  • ✓Medical records summary and organization
  • ✓Appeals preparation for denied claims
  • ✓Care coordination during transitions from inpatient care to facilities or home health care
  • ✓Care coordination for complex injuries and disease management
  • ✓Written findings delivered for your case file
Submit a referral →
Experience Decades on both sides of healthcare: hospital, home health, hospice, skilled nursing, and insurance.
Integrity Independent, private-pay advocacy with no ties to insurers, hospitals, or facilities. Honest guidance, every time.
Service Personal, responsive support. We handle the calls, paperwork, and follow-up so you and your clients don't have to.

Signature Service

Care Coordination for Your Clients

When your clients are navigating a medical crisis, the last thing they need is to manage it alone. We coordinate care across providers, facilities, and family members, working proactively to prevent hospital admissions and reduce emergency room visits through ongoing care management with providers, guided by cost-of-care containment practices.

✓ Coordinate across hospitals, rehab facilities, home health agencies, and specialists
✓ Proactive care planning to prevent hospital admissions
✓ Family communication included, so everyone stays informed
✓ Complex discharge navigation with seamless transitions
✓ Ongoing chronic illness management across multiple providers
✓ Regular status updates delivered to your firm
30+Years across the healthcare continuum

Our Commitment to Your Clients

Every recommendation we make is guided by one standard: what is best for your client. We work independently, with no ties to insurers, hospitals, or facilities, so our focus stays on protecting their finances, reducing unnecessary costs, saving time with care coordination and a clear understanding of billing, keeping you, your client, and their family updated along the way, and guiding them to the right care at every step.

Why Work with Us

A different kind of healthcare navigator.

Many independent patient advocates come from bedside nursing. Our founder, Tamara Riddle, is a former healthcare executive in medical management and compliance for patient care and claims. She brings more than 30 years in healthcare, including 22 years on the payer and healthcare operations side, along with work as a compliance and risk consultant and healthcare policy analyst. We know how insurance companies think, how denials happen, and what a strong appeal needs. Your clients get expertise few local advocates can offer.

Payer-Side Expertise

Executive leadership with a national health insurance carrier, including service as Vice President of Care Management and Patient Advocacy. We know where claims, denials, and bills typically go wrong and how to resolve them.

Organized Documentation

Medical records summary, bill audits, and insurance status reviews delivered in clean, attorney-ready formats. No digging through disorganized files. Everything you need for your case, organized and explained.

Compliance-First Approach

Proven audit readiness across TDI, DOI, CMS, NCQA, HIPAA, and URAC. Contributor to the Complete Healthcare Compliance Manual (HCCA). Every engagement is documented and defensible.

Fast, Responsive Service

Acute care episodes don't wait. We handle ER admissions, inpatient updates, and complex discharges with urgency. Regular updates keep you and your clients informed at every step.

Practice Areas We Serve

How we help your firm's clients.

Each practice area has different healthcare navigation needs. Here's how we support each one.

Probate Attorneys

How we help

  • Medical bill review and audit for estates
  • Insurance claim resolution for beneficiaries
  • Medical records summary for estate proceedings
  • Outstanding healthcare debt identification
  • Written findings report for your file

Trust and Estate Planning

How we help

  • Care coordination for trust beneficiaries
  • Medical records summary for planning
  • Insurance status review for long-term care decisions
  • Healthcare directive coordination support
  • Family communication during transitions

Elder Law Attorneys

How we help

  • Care coordination for aging clients
  • Medical records summary and organization
  • Healthcare directive coordination
  • Complex discharge navigation for seniors
  • Transitional care to home health, hospice, or skilled nursing

Disability Attorneys

How we help

  • Medical record organization and summary
  • SSDI/SSI documentation support
  • Insurance status and coverage review
  • Appeals preparation for denied claims
  • Evidence organized to tell a clear story

Personal Injury Attorneys

How we help

  • Medical bill audit for case damages
  • Medical records summary for settlement
  • Insurance status and coverage review
  • Ongoing care coordination for injured clients
  • Transitional care support during recovery

What Makes Us Different

Executive payer-side leadership, compliance expertise, and advanced education.

See full background ↓

What Makes Us Different

Experience and credentials your clients can rely on.

Executive Leadership

  • More than 30 years in healthcare, including executive leadership in operations and payment integrity
  • Former Vice President, Care Management & Patient Advocacy, national health insurance carrier
  • Built and led the Utilization & Care Management Department
  • Directed nurses, physicians, and clinical staff
  • Prior experience: USAF Nursing and Military Medicine, hospitals, home health, specialty pharmacy, Lovelace Health System, and Seattle Children's

Claims, Appeals, and Compliance

  • Appeals, claims integrity, and billing audits
  • SIU collaboration and fraud, waste, and abuse detection
  • Peer review programs for appeals and payment integrity
  • Provider contracting, network development, and reimbursement strategy
  • Regulatory compliance: CMS, NCQA, URAC, DOI, ERISA, and Medicaid

Education and Certification

  • Certified in Healthcare Compliance (CHC)
  • BS, Healthcare ManagementBellevue University
  • AAS, HealthcareCommunity College of the Air Force
  • Executive LeadershipCornell University
  • Negotiations MasteryHarvard Business School
  • AI for Leadership and AI ComplianceUT Austin, McCombs School of Business

Independent and non-clinical, with no conflict with your client's medical providers.

The Referral Process

Simple, clear, and fast.

A clear, personal process, from your referral to a written summary for your case file.

  1. Step 01 · Referral and ConsultationContact within 24 hours

    You Refer, We Connect

    Submit the referral form below or call us directly. We contact your client within 24 hours for a free 30-minute consultation to understand the situation and determine the right services.

  2. Step 02 · EngagementBefore any work begins

    Service Agreement and Authorizations

    Your client receives a written service agreement outlining scope and fees, along with the authorization forms that allow us to communicate with providers, insurers, and, with your consent, your office.

  3. Step 03 · AssessmentWritten plan

    Assessment and Plan

    We review the client's situation, coverage, bills, and records, then deliver a written plan with clear priorities, deadlines, and next steps.

  4. Step 04 · AdvocacyOngoing

    We Navigate, You Stay Informed

    We manage the calls, coordination, bill reviews, and appeals, and provide regular status updates to your client, their family, and your office when authorized.

  5. Step 05 · ResolutionAt completion

    Written Summary for Your Case File

    Every engagement closes with a written summary of work completed, findings, and outcomes, organized and ready for your case file. Your client also receives a superbill (itemized statement) for filing any eligible reimbursement of services.

Submit a Referral

Send us your client.

We'll handle the rest. Fill out the form and we'll contact your client within 24 hours for a free consultation.

Direct Line (210) 201-3253
Response Time Within 24 hours, Monday–Friday For time-sensitive weekend matters, such as a pending hospital discharge, please text (210) 201-3253. Kindly omit medical details from text messages.
Proud Member of NAHAC, National Association of Healthcare Advocacy

Attorney Referral Form

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