From 18 steps to 6:
How Cogburn Davidson made pharmacy part of intake
A personal injury firm with a high-volume caseload eliminated their manual pharmacy process entirely — and made CreoRx their exclusive lien pharmacy partner across every case.
“It makes your office staff's work easier — and they will love it.”
“I will vouch for CreoRx. We use them exclusively. It’s literally part of our intake process now.”
An 18-step process nobody built on purpose
Before CreoRx, pharmacy coordination at Cogburn Davidson looked like it does at most PI firms — a patchwork of calls, faxes, and manual follow-ups that accumulated across the life of every case.
When a new client needed prescriptions, the process started immediately after intake and didn't end until settlement. A case manager would field a call from a provider or client asking which pharmacy to use. They would identify a pharmacy that accepted liens — sometimes calling multiple locations to find one that would. They would sign and fax a lien agreement. The pharmacy would fax back.
Then the cycle would continue: refill authorizations, bill requests, calls for final invoices, faxed reduction requests, check processing, and verification calls after payment. In total: 18 distinct steps for a single client. Thirteen of those steps required the case manager to initiate or respond to a phone call or fax.
Each interruption pulled case managers away from active casework. With recovery time factored in, a single pharmacy phone call costs a law firm office nearly 74 minutes of productive time. Multiply that across a high-volume caseload and the administrative weight becomes significant.
Steps per client from intake to settlement — 13 of which required a phone call or fax
Steps per client — fully portal-based, no phone calls, no faxes required
Built into intake from day one
Cogburn Davidson enrolled with CreoRx and integrated the portal directly into their intake workflow. Onboarding required no IT integration, no extended training period, and no disruption to existing workflow. Setup took approximately 10 minutes.
New clients are enrolled at the point of signing — the case manager sets a medication spending limit, the client receives their pharmacy benefit card, and they pick up prescriptions at their own neighborhood pharmacy the same day. No new pharmacy to find. No upfront cost. No calls asking what to do next.
From intake to settlement, everything lives in one place: prescription tracking, authorization, reduction requests, and payment through the ACH gateway.
- Enrollment slots directly into intake — no separate workflow or added steps for staff
- 67,000+ pharmacy network means clients fill at their neighborhood location — no referrals to unfamiliar pharmacies
- Case managers set spending limits at enrollment — preventing cost overruns before they happen
- Reductions, ACH payment, and lien docs all handled in the same portal — no fax, no check, no follow-up call
Seamless from intake to settlement
Enrollment
Every new PI client at Cogburn Davidson is now enrolled in CreoRx at intake. The case manager sets a spending limit, the client receives their card, and the lien agreement is executed automatically.
Prescription Access
Clients fill their prescriptions at their neighborhood pharmacy — CVS, Walgreens, Smith's, Rite Aid, or any of the 67,000 network locations nationwide. No referral to a separate lien pharmacy. No upfront cost.
Case Management
Case managers manage the entire pharmacy relationship through the portal. Prescription tracking, spend visibility, card activation/deactivation, refill authorizations, and document access are all available in real time — no calls or faxes required.
Reductions
Reduction requests are submitted directly through the portal. CreoRx guarantees a response within 4 hours — removing one of the most common causes of settlement delay in lien-heavy cases.
Settlement Payment
Payment is processed through the portal's ACH gateway at settlement. No checks to mail. No fax confirmations to request. No follow-up calls to verify receipt.
- Pharmacy enrollment is now part of standard intake — not a separate workflow
- Case managers handle pharmacy entirely through the portal — no phone or fax required
- Clients access medications same day at 67,000+ pharmacies nationwide
- Reduction requests receive a guaranteed 4-hour response
- Cogburn Davidson uses CreoRx exclusively — no other pharmacy lien provider
“I will vouch for CreoRx. We use them exclusively. It’s literally part of our intake process now. We sign up our clients with CreoRx at intake. The client still goes to their neighborhood pharmacy — they get a little CreoRx card, they show up, pick up their prescriptions, and they’re off and going. You can approve everything through the portal — the total amount, the reductions. It’s seamless. You can pay through their portal when the case settles. It makes your office staff’s work easier and they will love it.”
The 18-step problem exists at every PI firm
The Cogburn Davidson experience is not unique to their firm size or market. The same manual process exists in every PI practice that manages pharmacy coordination without a purpose-built system — regardless of whether that firm has 2 attorneys or 20.
What CreoRx offers is a replacement for a process that was never designed — with one that was. The portal was built around the case manager's workflow. Enrollment is fast. Control is immediate. Records are always accessible.
And the client experience — their neighborhood pharmacy, same-day access, no out-of-pocket cost — removes the friction that causes prescription non-compliance. When clients stay compliant with their prescriptions, their treatment records reflect what actually happened. At demand time, that documentation supports stronger settlements.
See how CreoRx can streamline
pharmacy lien management for your firm.
Book a 15-minute demo. We verify your case volume, show you the portal, and set your firm up the same week.
No contracts · No upfront costs · $0 to your firm