Guides for Attorneys
Welcome to the ExpertMD attorney guides. These articles cover everything you need to know about using ExpertMD to find medical expert witnesses, manage cases, handle invoices, and collaborate with your team.Getting started
If you have not yet created your account, start with the Account Setup guide first, then return here.Dashboard Overview
Tour your dashboard, stats cards, charts, and notifications
Client Intake
Set up your client intake form and share it with clients
Intake Requests
Manage and send intake requests to medical experts
Case Management
Manage cases, files, deliverables, and collaborators
Billing and payments
Invoicing
Understand invoice statuses and download PDFs
Payment
Pay invoices online or record manual payments
Team and settings
Team Collaboration
Subscription tiers, team members, and case collaborators
Referral Program
Earn 25% of platform fees for 12 months per referral
Settings
Profile, billing, intake, encryption, and team settings
Typical workflow
Here is the typical workflow for an attorney on ExpertMD:Find a medical expert
Browse the platform or receive a referral link from a medical expert. Submit an intake request through their form.
Expert reviews your request
The doctor reviews your intake request and accepts or declines. If accepted, a case is created.
Collaborate on the case
Upload documents, schedule appointments, add collaborators, and communicate through the case.
Receive and pay invoices
The doctor sends you invoices for their services. Review the itemized breakdown and pay online.