How Lisa Brook Found AI That Cites the Record and Saved Dozens of Hours Per Case
This attorney teaches other lawyers how to use AI. For her own cases, she wanted one that could point to the exact page behind every answer.
Lisa Brook, Esq.
Published
Interviewed by
Evan Song, Client Success Manager
of hours saved per case on medical record review
links back to the page it came from
Overview
An Attorney Who Teaches AI, and a Docket Built on Medical Records
Our client, Lisa S. Brook, is a partner at First Truth Law, a fully remote plaintiff firm in southwest Virginia. Lisa practices medical malpractice and personal injury law, with three decades of experience behind her, and she has been teaching AI to lawyers through the bar association since 2023.
For her own work she had been using Claude and then ChatGPT, anonymizing the records first. That was enough to value a case or draft a demand letter, and never enough to build a real chronology, so she kept looking for a platform she could point at the records themselves.
Anytime AI is a legal AI platform built for plaintiff personal injury and complex litigation law firms. It analyzes medical records as they are and links every finding back to the page it came from. That now covers her medical chronology work, her demand letter drafting, and the early read on whether a nursing home case is worth taking. She puts the time it gives back at dozens of hours on a case.
The Challenge
What a Platform Had to Do Before It Touched a Client's File
Medical malpractice, nursing home negligence, and personal injury cases all turn on what the records say. At First Truth Law those three areas split the docket in rough thirds. A week of Lisa's work means reading medical records, putting them in order, and finding the point where the standard of care slipped. That is the kind of reading AI should be able to help with, if a firm can put the actual records in front of it.
Lisa was reading what bar associations recommended and watching what other firms were trying. So by the time she started looking at legal AI platforms, she had a clear sense of what she was looking for.
Findings She Could Check Against the Page
Lisa had heard about platforms that hyperlink an answer back to the underlying record, from bar association guidance and from watching what other firms were doing. What she had not seen was one doing it on a real file.
A Tool That Worked the Way She Already Did
Lisa's standard for AI is that it be easy. Her own use of general-purpose models had already set what that meant: a tool that worked the way she was used to working, rather than one that asked her to learn a new set of habits.
AI That Reads What She Means
Lisa thinks out loud, in what she calls a stream of consciousness. What she wants from AI is a tool that can follow that and carry some of the work of turning it into a precise request.
Records That Did Not Need Stripping First
Lisa had held this requirement longest. Anything she ran through a general-purpose tool went in with the identifiers taken out, which ruled out a real chronology. A secure legal AI platform was what would let her run the analysis on the file as it stood.
"I had been seeking an AI service or platform that would provide confidentiality for medical records since I started using AI."
Lisa Brook, Esq.
Partner at First Truth Law
The Turning Point
Why Lisa Kept Looking After the Referral
Lisa first heard about Anytime AI from Jonathan Lomurro, one of Anytime AI's legal advisors, who spoke at a Virginia Trial Lawyers Association (VTLA) event. She had followed his work since before 2022 and found him credible, so the referral was enough to get her attention. It was not enough to end the search, and she kept talking to other companies.
What settled it came at a VTLA conference, where she spent a long time with Anytime AI's owners and then watched the platform hyperlink its findings back to real medical records. First Truth Law started with Anytime AI in the summer of 2025.
"I'd heard about this idea of being able to hyperlink, but it was really seeing it in action with Anytime AI, and how smooth and secure it seemed, that made me feel like that was going to be the best solution."
The Solution
The Index She Used to Build by Hand
Asked to put a number on the gain, Lisa set aside the simple before-and-after clock. The honest comparison, she said, is not against her ChatGPT workflow but against the fully manual one: going through the records herself, building her own index, highlighting as she went. Measured that way, she puts it at dozens of hours on a case.
A full chronology at First Truth Law used to get built closer to trial, when a case called for one. Until then the attorneys worked from their own close familiarity with the record, pulling key provisions into a Word document as they went. For her own files, Lisa wanted a full chronology from the start. Now building a medical chronology means loading the records and asking.
Her demand letters changed too: she generates a draft, works it, feeds her revisions back in, and keeps iterating until the letter is doing what she wants.
01
Every Entry Links to Its Source Page
A chronology entry or a piece of analysis links back to the page it came from, so a finding can be checked against the record rather than taken on faith. This is the capability Lisa watched run at the conference before she committed.
02
The Whole Library, Already There
Talk to Teddy is conversational legal AI pointed at the firm's entire document library. A question can cross every document in a case rather than only what was attached to that one request.
03
Records Analyzed as They Are
Medical records are analyzed with no identifiers removed and no second, anonymized copy. That is what makes a real medical chronology possible on a client's own file.
"I don't even have to drag the record in. It already sees my library of everything I've put in there."
The Results
The Index She Used to Build by Hand
Asked to put a number on the gain, Lisa set aside the simple before-and-after clock. The honest comparison, she said, is not against her ChatGPT workflow but against the fully manual one: going through the records herself, building her own index, highlighting as she went. Measured that way, she puts it at dozens of hours on a case.
A full chronology at First Truth Law used to get built closer to trial, when a case called for one. Until then the attorneys worked from their own close familiarity with the record, pulling key provisions into a Word document as they went. For her own files, Lisa wanted a full chronology from the start. Now building a medical chronology means loading the records and asking.
Her demand letters changed too: she generates a draft, works it, feeds her revisions back in, and keeps iterating until the letter is doing what she wants.
"If I wasn't using ChatGPT and I didn't have anything, and I was doing the old way at First Truth Law, which is going through the records yourself, making your own index, highlighting things, I mean, that is hours. Dozens of hours."
Lisa Brook, Esq.
Partner at First Truth Law
Why It Works
By the Time Lisa Opens the File, the Records Are In
At First Truth Law one of the firm's paralegals sets up each case file in advance. The records are in place before Lisa opens anything. From there, she says, the work is straightforward: a chronology, a demand letter, or a first-pass read on whether a nursing home case is worth taking.
That readiness is the firm's work, not the platform's. It is also where Lisa points when she is asked what it takes to use Anytime AI well.
"I would say the learning curve is really not steep. The most important things that need to happen in order to use Anytime AI effectively have to do with the firm and how you manage your documents, less than learning to use AI."
Lisa Brook, Esq.
Partner at First Truth Law
Asked what the biggest impact had been, Lisa did not talk about time at all. She talked about who she no longer has to ask.
"The biggest impact is just making me feel like I have a partner in my work. I do not have to rely on… a listserv, or going to somebody else and feel like I'm bothering them. Like, the expert is here… it does do this kind of interpretive dance that I might throw in my stream of consciousness, and then I say enhanced prompt, and it gets it."
Lisa Brook, Esq.
Partner at First Truth Law
The Bottom Line
Anytime AI Became a Partner in Her Work
Lisa teaches other lawyers to use AI, and she talked to several companies before choosing one for her own cases. What she wanted was specific: analysis she could run on a client's records, and findings she could check against the page they came from.
Anytime AI is now one of four applications her firm keeps open all day, next to email, case management, and document management. The index she used to build by hand now arrives already cited. The question that used to go to a listserv goes to the record instead, and comes back with the page attached.
FAQs
Can AI build a medical chronology without exposing protected health information?
It can, when the platform is built for it. Anytime AI encrypts client files in transit and at rest, never uses them to train models, and analyzes records in place, so identifiers do not have to be removed before a question is asked.
What should a law firm require from legal AI that handles medical records?
Four things are worth insisting on: findings that link back to the source page, an interface that fits how the firm already works, prompting that can follow a complex line of reasoning, and analysis that runs on the records without stripping them first.
How is purpose-built medical chronology AI different from using ChatGPT for legal work?
The difference shows up in what a firm is willing to put in and what it gets back. Lisa Brook used ChatGPT on anonymized material and could not build a real chronology from it. A purpose-built platform works on the case file as it stands and links each finding to the page it came from.
What is Talk to Teddy?
Talk to Teddy is Anytime AI's AI legal assistant for plaintiff firms. It answers case-specific questions in open conversation against a firm's whole document library, with citations back to the underlying records.
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