Access case files, treatment records, and billing data instantly—all in one secure, organized platform. No more searching. No more chaos. Just clarity.
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With FloatLegal’s innovative Request Hub, you can request bills, records, and up-to-date balances, all with a single click. Once submitted, documents and records flow directly into your case files, automatically organized and easy to find.
Access case files, treatment records, and billing data instantly—all in one secure, organized platform. No more searching. No more chaos. Just clarity.
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Instantly find case files, treatment notes, and billing records from one dashboard.
No more lost files or misnamed PDFs—documents are tagged, indexed, and easy to retrieve.
256-bitencryption, SSAE 16-compliant infrastructure, and role-based permissions keep your data safe.
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Share documents securely with team members, clients, or providers—no email chains or printing required.
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React quickly to requests or updates without hunting down paperwork.
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Whether you manage 10 cases or 10,000 cases, FloatLegal can handle your needs.
All documents are automatically sorted by case, client, document type, and date. Through its direct integration with FloatCare and MyFloatCare, documents flow directly into your case files effortlessly.
When a provider uploads documents through FloatCare or responds to a request, the files are automatically routed into the appropriate case file in your FloatLegal portal. Everything is time-stamped, securely stored, and organized by document type—no manual uploads required.
No. FloatLegal handles that for you. Each document is automatically linked to the correct client and case based on the request. You’ll find it in your portal, filed and labeled without any extra steps.
Use FloatLegal’s Request Hub to request records, bills, or updated balances with a single click. Select the provider, choose the documents you need, and submit. It’s fast, secure, and seamless.
Yes. FloatLegal lets you send requests to multiple providers simultaneously, saving your team countless hours of outreach and follow-up time.
You’ll receive a real-time notification, and the documents will appear directly in the case file within your portal. You can also track the status of all pending and completed requests from within the Request Hub.
Absolutely. All document exchanges are encrypted and compliant with HIPAA and other relevant data protection standards. Only authorized users can access or view submitted records.
Absolutely. We use 256-bit SSL encryption, SSAE 16-compliant data centers, and strict access controls. Your data is backed up monitored for compliance.
You control access. Documents can be shared internally or externally with clients and providers, and permissions can be adjusted by user, case, or file.