Personal injury
Software for attorney-referred nurse case management
When most of your work comes from attorneys, CaseMgmt keeps them close: a free portal to send and follow referrals, every referral credited to its law firm, records ready to send, and the cases where payment is waiting on litigation easy to see.
Plans from $229/month. Every plan includes every feature.

A portal for your attorneys
- Free Referral Staff logins for attorneys and paralegals.
- They submit referrals with insurance and legal details, and follow each status.
- They only ever see their own referrals.
Know which firms send your work
Each referral is credited to its Law Firm and to the person who sent it. Referral reports show volume by source and referrer, and the Billing overview groups revenue by referral source.
Records requests in minutes
Email a patient's files to an attorney from any folder, with each email logged, or (Admins) export the patient's full record (details, records and every document) as one zip file. A one-page case report PDF can be downloaded from the case.
Waiting on litigation
Cases with an attorney whose work has been unpaid for 30 days or more show as In Litigation, so you can follow up instead of losing track.
Questions
Do attorneys have to pay for the portal?
No. Referral Staff logins are free on every plan.
Can we send an attorney a patient's records?
Yes. Pick files from any of the patient's folders and email them; every email is listed in the Email Send Log. Admins can also export the whole record as a zip file.
Step-by-step in the help center
Try it with your own team
Start a 7-day free trial, or ask for a demo login to a practice filled with fictional patients.
See pricing