Onboarding

From signup to first referral
in under 48 hours.

Four guided steps. Most clinics finish setup in a single afternoon and receive their first matched case within two days.

Step 01 / 045 min

Set up your clinic profile

Tell us about your specialties, locations, and the case types you accept. We'll match you with the right referrals.

Greenway Spine Center
Chiropractic
TX
MVASlip & fallWorkers compPremises
Step 02 / 0424 hours

Verify credentials

Upload your NPI, malpractice coverage, and state license. Our compliance team reviews within one business day.

NPI CertificationVerified
Malpractice InsuranceVerified
State License (TX)Reviewing
HIPAA BAAAwaiting signature
Step 03 / 0410 min

Configure intake & LOPs

Customize your intake forms, LOP templates, and notification rules. Default templates work out of the box.

Auto-accept matched referrals
SMS notifications for new cases
Custom LOP template
Daily digest email
Step 04 / 04Same day

Start receiving referrals

Your clinic appears in attorney searches matching your criteria. Average first referral arrives within 48 hours.

Live in network
0active referrals
est. first match
nearby attorneys