Smart, Secure Records and Document Management for Modern Law Firms

Access case files, treatment records, and billing data instantly—all in one secure, organized platform. No more searching. No more chaos. Just clarity.

Make Case Files Work for You, Not Against You

FloatLegal replaces inbox clutter and paper trails with powerful digital workflows. Your records stay encrypted, organized, and accessible—whenever you need them. Law firms that use FloatLegal’s document and record management system report:

Up to 92% less Time Spent Searching for Records

Staff members can access case history, records, and billing details without relying on legacy folders or tribal knowledge.

Up to 45% Boost in Internal Collaboration Efficiency

Teams spend less time asking each other for files and more time progressing cases.

Up to 75% Fewer Client Follow-Up Requests

With the client-facing portal MyFloatCare and organized records, clients are better informed and less dependent on your team for status updates.

Up to 61% Less Time Dealing with Medical Providers

Providers can securely upload and share treatment documentation directly, eliminating repeated outreach.

Take Control of Every Document, Without the Headache

Centralized Access to Everything

Instantly find case files, treatment notes, andbilling records from one dashboard.

Collaborate Without Compromise

Share documents securely with team members, clients, or providers—no email chains or printing required.

Built-In Security & Compliance

256-bit encryption, SSAE 16-compliant infrastructure, and role-based permissions keep your data safe.

Searchable and Organize

No more lost files or misnamed PDFs—documents are tagged, indexed, and easy to retrieve.

Faster Response Time

React quickly to requests or updates without hunting down paperwork.

Scales with Your Firm

Whether you manage 10 cases or 10,000 cases, FloatLegal can handle your needs.

Frequently Asked Questions

Here are answers to some of the most common questions to guide you through FloatLegal with ease.
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How does FloatLegal simplify my workflows?

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.

How do medical records and bills get submitted into FloatLegal?

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.

Do I need to manually assign documents to cases after receiving them?

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.

How do I request medical records or billing statements from providers?

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.

Can I request records from multiple providers at once?

Yes. FloatLegal lets you send requests to multiple providers simultaneously, saving your team countless hours of outreach and follow-up time.

How will I know when a provider submits the requested documents?

You’ll receive areal-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.

Is this process secure and HIPAA-compliant?

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.

Is it secure enough for sensitive legal and medical records?

Absolutely. We use 256-bit SSL encryption, SSAE 16-compliant data centers, and strict access controls. Your data is backed up daily and monitored for compliance.

Who can access the documents?

You control access. Documents can be shared internally or externally with clients and providers, and permissions can be adjusted by user, case, or file.[HK1]  [HK1]Need to add them as new

Take The Guesswork Out of Document and Records Management

SIMPLIFY YOUR CASELOAD NOW!