Organize Benefits
Litigation Exhibits
From LTD denials to health benefit disputes—handle administrative records, medical evidence, and plan documents efficiently.
Try It Free →The Administrative Record is 800 Pages...
Medical records from 5 different providers
Three levels of internal appeals with correspondence
Multiple vocational assessments and IME reports
Federal court deadline in 2 weeks
ExhibitPrep helps you organize the administrative record for clear court presentation.
ERISA Case Types We Support
Long-Term Disability
- • Medical records and treating physician opinions
- • Functional capacity evaluations (FCEs)
- • Vocational assessments and transferable skills analyses
- • IME reports and peer reviews
Typical: 300-1000+ page administrative records
Health Benefit Claims
- • Medical necessity documentation
- • Prior authorization denials
- • Coverage determination letters
- • Plan exclusion interpretations
Typical: 150-500 page administrative records
Pension & Retirement
- • Plan documents and amendments
- • Benefit calculations and statements
- • QDRO documents
- • Fiduciary communications
Typical: 100-400 page records
Fiduciary Duty Claims
- • Plan investment documents
- • Fee disclosures and 408(b)(2) notices
- • Committee meeting minutes
- • Benchmarking analyses
Typical: 200-600+ exhibits in class actions
ERISA Document Types We Handle
Plan Documents
- Summary Plan Descriptions (SPDs)
- Plan amendments and updates
- Insurance certificates and policies
- Coverage summaries and limitations
Medical Evidence
- Treating physician records
- Independent medical examinations (IMEs)
- Peer review reports
- Diagnostic test results and imaging
Claims & Appeals
- Initial claim submissions
- Denial letters (all levels)
- Appeal correspondence
- Internal review notes and decisions
Vocational Evidence
- Functional capacity evaluations (FCEs)
- Vocational assessments
- Transferable skills analyses
- Social Security determinations
ERISA Exhibit Workflow
Upload the complete administrative record—plan documents, correspondence, medical records, and claim materials.
Pro tip: Request the administrative record index from the insurer to ensure you have all documents.
Arrange documents from initial claim through final denial to mirror the administrative record structure.
Pro tip: For de novo review, create separate sections for administrative record vs. supplemental evidence.
Stamp with sequential exhibit numbers. Use descriptive labels that correspond to your exhibit list.
Pro tip: Label medical records by provider: "Ex. 15: Dr. Smith Treatment Records 2022-2023."
Export as combined PDF with table of contents for federal court filing.
Pro tip: The combined PDF with bookmarks makes cross-referencing easy during briefing and oral argument.
What ERISA Exhibit Prep Really Costs
| Approach | Software Cost | Time | Labor Cost* |
|---|---|---|---|
| Manual preparation | — | 6-10 hours | $540-900 |
| Adobe Acrobat Pro | $240/year | 3-5 hours | $270-450 |
| ExhibitPrep | $14.99 day pass | 35-60 minutes | $53-90 |
Save $400+ per case—focus on the merits, not document formatting
See e r i s a Exhibit Stamping in Action
Watch how to prepare court-ready e r i s a exhibits in under 30 seconds.
ERISA Exhibit FAQ
What documents are typically exhibits in ERISA cases?
Common ERISA exhibits include: the plan document (SPD), claim forms, denial letters, appeal correspondence, medical records, physician statements, insurance company communications, internal review notes, vocational assessments, and Social Security determinations. The administrative record is typically the most critical exhibit set.
How do I organize the administrative record?
Organize the administrative record chronologically from the initial claim through final denial. Use clear exhibit numbers that correspond to the record index. ExhibitPrep's batch processing handles the volume typical in ERISA administrative records efficiently.
Can I handle medical records and physician statements?
Yes. Upload medical records as PDFs. ExhibitPrep stamps multi-page documents consistently while preserving the readability of clinical notes, lab results, and physician opinions—all processed locally to protect PHI.
What about long-term disability vs health benefit cases?
The workflow applies to both. LTD cases typically include more vocational evidence and functional capacity evaluations, while health benefit cases focus on medical necessity documentation. ExhibitPrep handles both efficiently.
How do I prepare exhibits for de novo review?
For de novo review cases where the court considers evidence beyond the administrative record, create separate exhibit sets: one for the administrative record and one for supplemental evidence. Use distinct prefixes to keep them organized.
Is this secure for protected health information (PHI)?
Yes. ExhibitPrep processes all files locally in your browser. Medical records, physician statements, and other PHI never leave your computer or get uploaded to any server—critical for HIPAA compliance in benefits litigation.
Related
Your ERISA Case, Organized
From 800-page administrative records to clear, court-ready exhibits. Preview free—pay only when you're ready to download.
Try It Free →ExhibitPrep is a document preparation tool. This page is for informational purposes only and does not constitute legal advice. Consult with qualified ERISA counsel regarding specific employee benefits litigation matters.