Document Command Center

Generate Invoice

Pre-Funding · No-Fault · Workers' Comp

Attorney Directory0 firms loaded

📂 Import CSV from GHL

Patient Information

Patient Name *

Date of Birth *

Date of Accident / Injury *

Claim / File Number

Attorney / Firm — START TYPING TO SEARCH DIRECTORY

Law Firm *

Attorney Name *

Firm Phone

Firm Email

Firm Address

Surgical / Service Line Items

Surgery/ServiceBody PartFacilitySurgicalAnesthesia

Totals

Facility$0.00

Surgical$0.00

Anesthesia$0.00

Total Amount Due$0.00

Additional Notes

Document Command Center

Generate · Package · Deliver

📄 Generate

📦 Package Builder

⚡ Automation

📋 Delivery Log

🔧 Integration

1Choose Document Type— select one or more

⚖️

Lien Letter

Assert lien against settlement

📋

Authorization / Referral

Authorize MRI, surgery, consult

📊

Status Update

Treatment progress to attorney

📑

Demand Cover Sheet

Master cover with doc checklist

📝

Narrative Report

Medical narrative for causation

✏️

Custom Letter

Branded letterhead, free-form

2Patient & Case— auto-populated from eCW via Keragon or enter manually

Patient Name

Date of Birth

Date of Accident

Claim No.

Case Type

Insurance / Carrier

3Attorney / Firm— autocomplete from GHL directory

Firm Name

Attorney Name

Attorney Email

Firm Address

4Document Details— fields vary by type

← Select a document type above to see its fields

5Deliver

Delivery Method

Cover Note

📦Demand Package Builder— compile all case docs into one attorney-ready PDF with cover sheet

Patient

Attorney / Firm

Date of Accident

Case Type

📋Case Synopsis Cover Page— auto-generated as page 1 of the demand package

Mechanism of Injury

Chief Complaints at Presentation

DIAGNOSTIC FINDINGS

Imaging Results

Electrodiagnostic / Other

Treatment Provided

CAUSAL RELATIONSHIP STATEMENT

Causation Opinion *

Prognosis

Treating Physician / Credentials

INCLUDED DOCUMENTS

Auto-populated from eCW + portal. Check items to include in the package.

⚡Auto-Delivery Triggers— GHL webhooks + Keragon

📊

New MRI Results

MRI uploaded → auto status update → email attorney

🔪

Surgery Scheduled

Auth approved → notify attorney with date & facility

✅

Discharged

Patient discharged → compile demand package → queue review

⏰

30-Day Auto-Update

Every 30 days in active care → send status to attorney

📋

Authorization Submitted

New auth via portal → notify attorney of coordination

🚨

Gap in Care Alert

2+ missed appointments → alert attorney of claim risk

🔗Data Flow

🏥

eClinicalWorks

Patient data, visits, MRI

→

🔗

Keragon

API middleware

→

📱

GoHighLevel

Contacts, automations

→

📄

Doc Center

Generate & deliver

→

⚖️

Attorney

Branded PDF

📋Delivery Log— full audit trail

DATE	PATIENT	DOCUMENT	ATTORNEY / FIRM	METHOD	STATUS
02/28 2:14 PM	Maria Santos	Status Update	J. Reeves — Cohen & Stein	Email+GHL	Sent ✓
02/28 11:30 AM	Robert Chen	Demand Package	A. Rodriguez — Park & Maddox	Email	Sent ✓
02/28 10:05 AM	Destiny Williams	Lien Letter	M. Shapiro — Shapiro Law	GHL	Queued
02/27 4:45 PM	Andre Mitchell	Auth (MRI)	K. Patel — Bronx Injury	Email	Sent ✓
02/27 3:20 PM	Luz Ramirez	Status Update	T. O'Brien — O'Brien & P.	Auto 30d	Sent ✓
02/27 1:00 PM	James Wright	Demand Package	S. Kim — Victory Legal	Email+GHL	Draft

🔧Integration Architecture

IMPLEMENTATION ROADMAP

1Now: Manual letter generation — staff fills forms, clicks generate

2Week 2: GHL attorney directory auto-sync + email delivery

3Week 4: Keragon eCW integration — auto-populate patient data

4Week 6: Full automation — event-triggered doc generation + delivery