Frequently Asked Questions

Here are answers to some of the most common questions to guide you through FloatLegal with ease.
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What is FloatLegal?

FloatLegal is a secure, all-in-one platform designed specifically for personal injury law firms. It centralizes treatment updates, case documents, billing records, communication, and settlement workflows—helping legal teams, medical providers, and clients stay connected and efficient.

Why should I choose FloatLegal?

FloatLegal is the only platform on the market today that takes personal injury case management seriously enough to create an entire ecosystem around this complex and challenging landscape. FloatLegal, along with FloatCare, serves to expedite and simplify the handling of personal injury cases, making it a more streamlined and transparent process while keeping the attorney, client, and healthcare professional fully informed. Our focus is always on three key aspects: efficiency, simplicity, and collaboration.

Can I use FloatLegal if I am not an attorney?

FloatLegal is designed primarily around attorneys and legal professionals to manage personal injury cases efficiently. However, if your role involves supporting personal injury cases in some capacity, such as working as a case manager or in another legal support role, FloatLegal could still be beneficial for your work. The platform provides tools for case management, document handling, secure communication, and billing coordination, all specifically tailored to the needs of legal practices.

Is FloatLegal a replacement for my current legal CRM?

FloatLegal is not designed to replace your existing legal CRM—it’s built to work alongside it. While most CRMs focus on client intake, marketing, and general case management, FloatLegal specializes in bridging the gap between legal, medical, and financial workflows in personal injury cases. It streamlines treatment visibility, records coordination, secure communication, and settlement negotiation. That said, if your firm doesn’t currently use a CRM, FloatLegal can absolutely serve as a case management platform.

Can I access my account from a phone or a tablet?

Yes, FloatLegal is fully accessible on both phones and tablets, allowing you to manage cases, communicate with your team, and access documents from anywhere. Our mobile app ensures a seamless, secure experience across all devices.

How much does FloatLegal cost?

Pricing is based on your firm’s size and needs. Visit our pricing page for details, and contact us to check for any current promotions in your region.

Can I get a free trial?

Yes, FloatLegal offers a free trial for new users. Please fill out a contact form on our website or reach out to your designated sales representative so a member of our team can guide you through the process to start exploring the platform’s features.

How secure is information stored within FloatLegal?

FloatLegal ensures the highest level of security by using advanced encryption methods, including SSL/TLS for data transmission and AES-256 for storage. The platform complies with industry standards such as HIPAA, ensuring that all client information is protected and securely managed.

How long does it take to get started?

Most firms are fully onboarded within 7–10 business days. We provide white-glove support during data migration, setup, and team training.

How do I schedule a demo?

To schedule a demo, simply visit the FloatLegal website and click on the “Contact Us” or “Schedule Demo” button. Fill out the form with your details, and a member of our team will reach out to arrange a convenient time for your personalized demo.

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