Simplify Case Finances and Settlements in One Place

FloatLegal transforms how you manage billing, provider communication, and settlements—bringing transparency, speed, and structure to every case.

End-to-End Case Management—Without the Headaches

Track financials, request balances, and negotiate settlements directly inside FloatLegal. Every record, update, and message is automatically synced to the right case—so nothing falls through the cracks.

Faster Case Closure, Without the Back-and-Forth

Speed up case closures by as much as 53%

Cut the Clutter, Speed Up Communication

Spend up to 71% less time gathering billing and medical records

Streamline Tasks, Maximize Output

Boost case manager efficiency by up to 67%

Financial Clarity, Seamless Settlement, All-in-One Platform

Centralized Billing & Medical Records

All medical bills and treatment records are directly uploaded into the case. No more chasing files.

Real-Time Settlement Tools

Negotiate and finalize case settlements with providers directly through a secure, built-in chat.

Request Bills & Records Instantly

Request up-to-date balances, bills and records from providers without ever leaving the FloatLegal portal. No more external emails or phone calls.

Faster Case Resolution

Eliminate delays caused by lost records, outdated bills, and manual back-and-forth.

Reduce Administrative Overload

Empower your team to handle more cases with fewer manual tasks.

Complete Financial Oversight (new)

Gain instant visibility into billing status, outstanding requests, and lien negotiations, Every action in Logged.

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 are medical and billing records managed in FloatLegal?

All billing and treatment documentation is centralized under each client’s case file. Once uploaded by providers or requested through the platform, documents are securely stored and easily accessible.

How do I request bills or balances from providers?

Use FloatLegal’s built-in Request Hub to ask providers for itemized bills, balances or records with one click. It’s fast, secure, and fully integrated into your case files. No email chains, no portals to log into—just fast, secure communication.

Can I negotiate settlements inside the platform?

Yes. Our built-in negotiation chat lets you communicate directly with providers to finalize lien amounts or settlement terms—all securely logged in the case history. All messages and agreements are stored within the case file for future reference.

Is the financial data secure and compliant?

Absolutely. All communications and files are encrypted using 256-bit SSL and housed in SSAE 16-compliant data centers. FloatLegal is built with HIPAA and legal compliance in mind.

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.

Close Cases Faster with FloatLegal’s Financial Tools

SIMPLIFY YOUR CASELOAD NOW!