It starts with an injury
Someone gets hurt — often in a car accident — and goes to a clinic for care. They may also hire an attorney to help with their case. Right away, a case is opened for that one injury. The details can arrive a few ways: a staff member types them in, an attorney sends them over, or the patient answers a few quick questions by text. The case simply waits until the first appointment is booked.
See how attorneys send cases to your clinic- Incoming emails, faxes, and texts are sorted for you, so nothing slips through or gets retyped.
- The patient can be texted right away and answer a few simple questions to get started.
- Referrals from attorneys arrive neatly and wait for your team to say yes before anything happens.
A cooperative patient completes intake start to finish.
Building case record
Pulse captures each field as the patient replies — no staff time required.
Waiting for the patient's first reply…






