> ## Documentation Index
> Fetch the complete documentation index at: https://learn.expertmd.io/llms.txt
> Use this file to discover all available pages before exploring further.

# For Attorneys

> Guides for legal professionals using ExpertMD to find and engage medical expert witnesses.

# 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](/getting-started/account-setup) guide first, then return here.

<CardGroup cols={2}>
  <Card title="Dashboard Overview" icon="chart-line" href="/attorneys/dashboard-overview">
    Tour your dashboard, stats cards, charts, and notifications
  </Card>

  <Card title="Client Intake" icon="file-lines" href="/attorneys/client-intake">
    Set up your client intake form and share it with clients
  </Card>

  <Card title="Intake Requests" icon="inbox" href="/attorneys/intake-requests">
    Manage and send intake requests to medical experts
  </Card>

  <Card title="Case Management" icon="folder-open" href="/attorneys/case-management">
    Manage cases, files, deliverables, and collaborators
  </Card>
</CardGroup>

## Billing and payments

<CardGroup cols={2}>
  <Card title="Invoicing" icon="file-invoice" href="/attorneys/invoicing">
    Understand invoice statuses and download PDFs
  </Card>

  <Card title="Payment" icon="credit-card" href="/attorneys/payment">
    Pay invoices online or record manual payments
  </Card>
</CardGroup>

## Team and settings

<CardGroup cols={2}>
  <Card title="Team Collaboration" icon="users" href="/attorneys/team-collaboration">
    Subscription tiers, team members, and case collaborators
  </Card>

  <Card title="Referral Program" icon="gift" href="/attorneys/referral-program">
    Earn 25% of platform fees for 12 months per referral
  </Card>

  <Card title="Settings" icon="gear" href="/attorneys/settings">
    Profile, billing, intake, encryption, and team settings
  </Card>
</CardGroup>

## Typical workflow

Here is the typical workflow for an attorney on ExpertMD:

<Steps>
  <Step title="Find a medical expert">
    Browse the platform or receive a referral link from a medical expert. Submit an intake request through their form.
  </Step>

  <Step title="Expert reviews your request">
    The doctor reviews your intake request and accepts or declines. If accepted, a case is created.
  </Step>

  <Step title="Collaborate on the case">
    Upload documents, schedule appointments, add collaborators, and communicate through the case.
  </Step>

  <Step title="Receive and pay invoices">
    The doctor sends you invoices for their services. Review the itemized breakdown and pay online.
  </Step>

  <Step title="Complete the engagement">
    When the case is resolved, the doctor marks it complete. All documents and records remain accessible.
  </Step>
</Steps>