Skip to main content

Attorney Portal Overview

The Attorney Portal facilitates the complete journey from initial discovery to successful provider engagement for legal cases requiring medical expertise. This overview covers the entire flow, starting from before attorneys even know about our platform.

Complete Attorney Journey Flow​

Phase 1: Discovery & Onboarding​

1. Attorney Wants to Learn More​

  • Trigger: Attorney discovers the platform through marketing, referrals, or research
  • Action: Attorney expresses interest in learning about services
  • Outcome: Leads to invitation process
  • Process: Platform admin identifies potential attorney clients
  • Action: Admin generates and sends personalized invitation link
  • Communication: Email invitation with onboarding details

3. Attorney Fills Out Onboarding Stopper​

  • Purpose: Collect essential attorney and firm information
  • Data Collected:
    • Firm details and practice areas
    • Contact information
    • Case volume and types
    • Specific needs assessment
  • Validation: Information review and verification

4. Admin Approves Firm​

  • Review Process: Admin evaluates submitted information
  • Criteria: Firm legitimacy, practice alignment, volume potential
  • Decision: Approval or request for additional information

5. Firm Logs In​

  • Access Granted: Approved firms receive login credentials
  • First Login: Account setup and profile completion
  • Navigation: Introduction to platform features

Phase 2: Case Management & Provider Search​

6. Open Appointment List​

  • Dashboard Access: View active cases and appointments
  • Case Overview: Current status of all ongoing matters
  • Action Items: Pending tasks and next steps
  • Search Functionality: Find medical providers by:
    • Specialty and subspecialty
    • Geographic location
    • Experience with legal cases
    • Availability and scheduling
    • Credentials and qualifications
  • Filter Options: Narrow results based on case requirements
  • Provider Profiles: Detailed information about each provider

8. Scheduling Options​

From Provider Search, attorneys can:

Schedule Appointment

  • Direct Booking: Schedule consultations or examinations
  • Calendar Integration: Sync with firm calendar systems
  • Confirmation Process: Automated confirmations and reminders

Request Appointment

  • Custom Requests: Special timing or location needs
  • Provider Approval: Pending confirmation from medical provider
  • Alternative Options: Suggested alternatives if unavailable

Phase 3: Coverage & Documentation​

9. Apply for PCH Coverage​

  • Coverage Assessment: Determine if case qualifies for PCH (Pre-Certification of Health) coverage
  • Application Process: Submit required documentation
  • Review Timeline: Expected processing timeframes

10. Attorney Signs​

  • Legal Agreements: Sign necessary contracts and agreements
  • Authorization Forms: Medical record access permissions
  • Billing Arrangements: Payment terms and coverage details

Key Features & Benefits​

For Attorneys​

  • Streamlined Process: End-to-end case management
  • Quality Providers: Vetted medical professionals experienced in legal cases
  • Efficient Scheduling: Integrated calendar and booking system
  • Coverage Options: PCH coverage application and management
  • Documentation: Centralized case file management

For Medical Providers​

  • Legal Case Experience: Work with attorneys on medical-legal matters
  • Flexible Scheduling: Control availability and appointment types
  • Professional Network: Connect with legal professionals
  • Streamlined Billing: Integrated payment processing

Getting Started​

  1. Request Access: Contact admin for invitation link
  2. Complete Onboarding: Fill out firm information and requirements
  3. Await Approval: Admin review and approval process
  4. Login & Setup: Access platform and complete profile
  5. Start Searching: Find providers and schedule appointments

Support & Resources​

  • Help Documentation: Comprehensive guides for all features
  • Customer Support: Direct assistance for technical issues
  • Training Materials: Video tutorials and best practices
  • Account Management: Dedicated support for firm accounts

This comprehensive flow ensures attorneys have a clear path from initial interest to successful provider engagement, with support at every step of the process.