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Morgan & Morgan × Specter AI Confidential
Specter Confidential · March 2026
Pilot Proposal

Mass Tort AI Infrastructure

Specter AI × Morgan & Morgan
60-Day Proof of Concept
100–500
Cases
Pilot volume
60
Days
Evaluation window
3
Layers
Intake · Review · Aggregation
Day 60
Decision
Contract decision point
Key Deliverables
Three integrated layers

Each layer feeds the next, demonstrated on a single tort type.

01
Intake &
Questionnaire Review
Structured extraction from intake forms and Plaintiff Fact Sheets before records arrive. Enables immediate record ordering decisions and early case triage.
Field extraction Eligibility flag Missing info alert Case score
02
Medical Record
Review & Causation
AI pipeline reconstructs timelines across fragmented records, maps causation chains, and produces citation-backed outputs that reviewers validate.
Causation score Evidence timeline Citations Deficiency detection GO / HOLD / NO-GO
03
Cross-Case
Aggregation & Filtering
Query across the full case inventory by any structured criterion: diagnosis, procedure, jurisdiction. Results update as litigation criteria change.
Inclusion / exclusion Proof validation Bellwether selection
Pilot Roadmap
How We Get There
Avi Call Current
Confirm tort type, case volume, and success criteria with the M&M team.
Pilot Agreement & Commercials
Finalise pilot terms, commercial structure, and evaluation criteria.
Blueprint & Configuration
Specter configures the pipeline for the selected tort. Integration prep and Salesforce sync validated.
Kickoff
Processing begins within one week of agreement. Cases flow through all three layers.
Day 30: Midpoint Review
QC report delivered. Accuracy and speed metrics reviewed with M&M team.
Day 60: Scorecard & Decision
Full KPI scorecard delivered. Contract decision point.
Alignment Check
What We Captured

Based on our discussions with the M&M team. Please confirm or correct before we proceed.

Your Requirements
Tort Type
To be confirmed on Avi call
Case Volume
100–500 cases · minimum 100 cases
Testing Approach
Accuracy on known cases + speed on new incoming cases
Stakeholders
Yath, Chaim, Anastasia, Avi
Our Understanding
Primary Pain
Cross-case litigation filtering: no ability to rapidly re-query inventory when criteria change
Current Process
Fully manual: intake, review, and litigation filtering all require human re-review
What Success Looks Like
Faster case review, accurate extraction, and instant re-filtering when litigation criteria evolve
Next Step
Call with Avi to confirm tort type, case volume, and baseline metrics before pilot launch
This is a working document reflecting our current understanding. All details subject to confirmation on the Avi call.