Legal & Personal Injury module

Every case, every milestone, both sides of the table.

PatientFlo’s Legal module keeps personal-injury clinics and law firms looking at the same live view of each client’s care — no status calls, no faxed updates.

For law firms ↓
🏥 What the clinic sees
Clinic view: one patient's case activity timeline, month by month
⚖️ What the firm sees
Firm view: the same case shared to the attorney portal

One synthetic patient’s actual logged history — dated, past-tense, unique to their care. No two case timelines look alike.

For PI clinics & chiros

A full day of case activity, logged in minutes

Care coordination and the case record live in one place — the same secure system your patients already message you in.

📝

A daily log built for volume

Designed for 70+ entries a day — inline logging from the worklist, no per-chart digging.

🗂️

Case fields that match how you work

Attorney, date of injury, lien, balance, settlement status — custom fields on every case.

📋

A caseload worklist you can sort

By firm, by financial state — see exactly which cases need attention today.

💬

Patient messaging in the same system

Conversations stay with the case — nothing about a client’s care lives in a text thread.

Daily activity log with inline Log action
For law firms

Three levels of access — start with a single case

Firms join because a clinic shares one case. Each level up unlocks more of the platform.

Start here

See the case

a clinic shares a case with you

A live, read-only view of that client’s care. Nothing to install, no commitment.

  • Appointments, imaging, provider roster
  • Records shared after patient-signed, firm-specific authorization
  • Every view logged
Step up

Join the conversation

a partner clinic sponsors your firm

Stop chasing updates scattered across email, fax, and phone.

  • Message the clinic directly on shared cases
  • Communicate with your clients inside the same secure system
  • Everything audit-logged
Full membership

Run your caseload

your firm, fully on the platform

The whole caseload in one place — every case, every clinic, every client.

  • Refer clients directly to any member clinic
  • Communicate with patients across every shared or referred case
  • Manage the full caseload in one view

“Start with a single shared case. Upgrade when your firm wants to participate, not just observe.”

The first time a firm signs in

“Cases shared with you” — every case a clinic has shared, in one place, the moment the patient authorizes it. The upgrade banner is how firms discover the next level.

Attorney portal: cases shared with you
Legally defensible by design

A record you can stand behind.

✋ Patients control disclosure

Sharing is patient-signed and firm-specific — and revocable at any time.

🔔 Disclosure notifications

When records are shared, the people involved know — nothing moves silently.

🧾 A complete audit trail

Every view, share, and signature is logged with timestamps and identity.

Care decisions are made by providers — PatientFlo records and shares what happened, it doesn’t script treatment.

See a real case, both views, in 20 minutes.

One walkthrough — the clinic side, the firm side, and the patient authorization that connects them.