Grow the relationships that bring shared cases through the door.
Drip campaigns for new referrers, stale referrers, or any audience you define — across email, SMS, and AI voice agents. Plus a built-in leads tracker that takes a prospect from first hello to referring firm, and ties every campaign back to the cases it produced.
Keep the referral relationship moving.
A firm goes quiet for 90 days and the win-back sequence starts on its own — an email, a text, an AI voice call, spaced over ten days. The moment they re-engage, they exit the sequence automatically.
- Ready-made playbooks: new-referrer welcome, stale-referrer win-back, cold-prospect nurture — or build your own.
- Trigger-based enrollment from real referrer behavior, not a list you have to remember to update.
- AI voice agents make the calls your team never gets to — and hand off to a human when it matters.
Win-back email sent to Sandoval Law Group
“We've missed your referrals — here's what's new for your clients” goes out to a firm with no referrals in 90 days.
Opened · no reply yet
Follow-up SMS to the case manager
A short, personal text — “we have same-week MRI slots for your PI clients” — lands where email gets buried.
Delivered · read
AI voice agent places a check-in call
The agent introduces the practice, answers scheduling questions, and offers to connect a live coordinator.
2-min conversation · callback requested
Case-results email with referral link
A one-page snapshot of imaging turnaround times and lien handling, with a direct link to refer a client.
Clicked · replied
Meeting booked — firm re-activated
The firm books a lunch-and-learn. The campaign auto-exits them from the sequence the moment they engage.
Referring again
Every prospect. One relationship record.
Add leads by hand or import a conference list from CSV. Work them through pipeline stages with every touchpoint on one timeline, then convert them to referrers with a single click — history included.
- Manual entry or CSV import, with dedupe and tagging on the way in.
- Pipeline stages from first touch to first referral, with follow-up reminders so nothing goes cold.
- One-click convert to referrer — the whole relationship history moves with them.
48 prospects imported from a CSV
The firms your team met at the state trial-lawyers conference land in the tracker — deduped, tagged, and ready to work.
Harmon & Vega enrolled in the new-referrer drip
One click enrolls the lead in your intro sequence — email, SMS, and an AI voice touch, spaced over two weeks.
The firm replies asking about MRI turnaround
The reply lands on the lead's timeline, pauses the drip automatically, and pings your coordinator to respond.
Intro call booked for Thursday
Notes, emails, texts, and call summaries stay on one timeline — anyone on the team can pick the lead up cold.
Converted to referrer — history carries over
One click turns the lead into an active referrer. Every touchpoint moves with them, and their first case arrives Monday.
Grow the case network. Keep it in the case system.
Everything a provider needs to market to attorneys and referrers — living next to the caseload it feeds.
Sequences for every referrer moment
Start from ready-made playbooks — welcome new referrers, win back stale ones, nurture cold prospects — or build a fully custom sequence. Set the timing, the channels, and the audience, and let it run.
Email, SMS & AI voice agents
Every step of a drip can be an email, a text, or an AI voice agent that makes the call for you — introducing your practice, answering scheduling questions, and handing off to a human when it matters.
A CRM built into your PI platform
Track every attorney, firm, and prospect in pipeline stages — from first touch to first referral. Every email, text, call, and note lives on one timeline, so anyone on the team can pick a lead up cold.
Add leads by hand or CSV import
Type a prospect in as you meet them, or import a whole conference list from a CSV. Leads are deduped and tagged on the way in, ready to enroll in a campaign the same day.
Convert leads into referrers
When a prospect sends their first case, one click turns the lead into an active referrer — with the full contact history carried over and the drip sequence auto-exited. No re-typing, no double records.
Campaigns tied to real referrals
Because marketing lives next to your caseload, you see what a campaign actually produced — not just opens and clicks, but new referring firms and the cases and revenue they sent.
Marketing that knows what became a case.
Referrer-aware by default
Your referrer list already lives in MediFlow 360. Campaigns can target firms by real behavior — no referrals in 90 days, volume trending down, brand new — instead of a stale spreadsheet.
Respectful outreach, built in
Auto-exit rules pull anyone who replies or converts out of a sequence immediately, and every email carries proper unsubscribe handling — so a win-back note never lands on an active referrer.
Measured in cases, not clicks
The point of PI marketing is referrals. Every campaign is measured against the referrer activity it created, so you invest in the outreach that actually grows the practice.
Put referral growth on a case-level record.
Tell us about your practice and we'll walk you through drip campaigns, the leads tracker, and AI voice outreach — and how they tie back to the cases they produce.