Live status tracking
18 lifecycle stages, one shared truth, zero status-check phone calls.
Everything the lifecycle needs
From “Patient Sent” to “Payment Received”
Correction routing
Reject with a reason and the document routes itself back to Billing or Notary.
Smart notifications
Front Desk, Billing, Notary: everyone pinged the moment they're up.
Offers & payments
Send offers, capture signed acceptance, log payment. Cycle closed.
Reports & audit trail
Case summaries and role activity, timestamped and export-ready.
Admin & access control
Administrators manage entities, users and role assignments, edit or view-only.
One platform, three front doors
Built around the people who move the case
ATTORNEYS
Case Managers at personal injury firms
- Create personal injury cases & send patients to the ER
- Review records, approve or return with reasons
- Send offers, update status, release payments
ER FACILITIES
Front Desk · Billing Team · LOP Supervisor
- Log patient arrivals in one click
- Add bills, fix corrections, verify every record
- Accept offers & record incoming payments
NOTARIES & PARTNERS
Notaries · Referral Partners
- Prepare & upload affidavits the moment bills land
- Rework rejections with the reason attached
- Referral partners get view-only oversight
See the features on your own cases.
A 30-minute guided walkthrough, using a workflow that looks like yours.