Upgrade to Practice Ultimate
CASELINK FOR PRACTICES

Stop Chasing Attorneys.
Start Syncing.

Automatically share treatment records, billing, and timelines with referring attorneys. Zero phone calls. Zero fax machines. They see what they need, when they need it.

All Major EHRs + FHIR HIPAA Compliant Zero Setup
Included in MedsiteAI $799/mo plan Learn More
medsiteai.com/dashboard/attorney-portal
CaseLink Admin
Mayfield Chiropractic
Staff Dashboard
Staff Dashboard
CaseLink Attorney Portal
Attorneys Connected
0
Active Cases
0
Open Messages
0
Pending Referrals
0
FirmAttorneyActive CasesStatus
Smith & AssociatesJ. Smith, Esq.7Connected
Rivera Law GroupM. Rivera, Esq.5Connected
Clark & PartnersT. Clark, Esq.6Invite Sent
Requests
MRI records requested by J. Smith
4 min ago
New referral from Rivera Law
22 min ago
Billing synced — $8,400
1 hr ago
Demand letter flagged for review
2 hr ago
Smith & Associates
Connected  Personal Injury
AttorneyJ. Smith, Esq.
Active Cases7
Total Billed$84,600
Open Requests2
Last MessageToday, 9:12 AM
Overview
Cases
Billing
Docs
Features
Everything your staff needs.
Nothing they don't.
Built for the way practices actually work with referring attorneys. Not a generic portal bolted on after the fact.

Attorney Management

Invite attorneys, manage portal access, and track engagement across your entire referring network from one place.

Auto-Share Records

Treatment records, billing, and clinical notes shared automatically via EHR sync. No manual exports. No faxing.

Referral Pipeline

Track every incoming attorney referral from initial request through active treatment to settlement. Full visibility.

Staff Messaging

Respond to attorney questions per-case. All threads organized by patient. No email chains. No missed follow-ups.

Billing Transparency

Attorneys see live billing totals, lien balances, and payment status. Fewer disputes. Faster payment at settlement.

Request Management

Attorneys request MRI reports, billing records, and progress notes. Staff fulfills from dashboard. Full audit trail.

How It Works
Live in under a minute.
No IT setup. No training sessions. No new software for your staff to learn.
1

Enable CaseLink

One toggle in your MedsiteAI dashboard. CaseLink is on. Nothing else to install.

2

Invite Attorneys

Send one-click email invites to your referring attorneys. They create a free portal account in 60 seconds.

3

Cases Sync

Treatment data flows automatically from your EHR. Attorneys see records, billing, and timelines in real time.

Integrations
Works with your EHR on day one.
Direct integration with the systems your practice already uses. Custom connections written free for any EHR.
ACOM Jane App ChiroTouch ChiroFusion DrChrono NexHealth OpenDental FHIR R4 Custom Connections — FREE
Pricing
Already included.
No add-on fees.
CaseLink is built into MedsiteAI Practice Ultimate. Not a bolt-on. Not a separate subscription.
Practice Ultimate
MedsiteAI Practice Ultimate
Everything your practice needs, including CaseLink
$799/mo
CaseLink included — no extra charge
  • Unlimited connected attorneys
  • Unlimited active cases
  • EHR sync (all major systems)
  • Document sharing & request system
  • Per-case staff messaging
  • Live billing & lien transparency
Upgrade to Practice Ultimate
Security
Built for healthcare.
Secured like it matters.
Every byte encrypted. Every access logged. Every session protected.

HIPAA Compliant

Full compliance with healthcare privacy regulations.

End-to-End Encryption

Data encrypted in transit and at rest.

SOC 2 Pipeline

Enterprise security controls and monitoring.

Session Timeout

Automatic logout on inactivity. Configurable per practice.

Audit Logging

Every action tracked. Full compliance trail.

OTP Authentication

Secure one-time passwords for every attorney login.

Stop playing phone tag with your attorneys.
Upgrade to Practice Ultimate and get CaseLink included. Your attorneys will thank you.
Upgrade to Practice Ultimate