> ## 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.

# Profile Completion

> Complete your professional profile with specialty information, credentials, and billing details.

# Profile Completion

A complete profile is essential for building trust on ExpertMD. Attorneys want to see a doctor's credentials and specialty before submitting an intake request, and doctors want to verify they are working with legitimate legal professionals.

## Accessing your profile

Navigate to **Settings** in the left sidebar, then select the **Profile** tab. Your profile information is organized into several sections depending on your role.

<Frame caption="Settings profile tab">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/greenfieldwealthllc/images/getting-started/settings-profile.png" alt="Settings profile tab" />
</Frame>

## Doctor profile fields

### Personal information

| Field        | Required | Description                                         |
| ------------ | -------- | --------------------------------------------------- |
| First name   | Yes      | Your legal first name                               |
| Last name    | Yes      | Your legal last name                                |
| Email        | Yes      | Automatically set from your account email           |
| Phone number | Yes      | Contact phone number for case-related communication |
| Credentials  | Yes      | Your medical credentials (e.g., MD, DO, PhD, FACS)  |

### Professional information

| Field                         | Required | Description                                                  |
| ----------------------------- | -------- | ------------------------------------------------------------ |
| Medical specialty             | Yes      | Your primary specialty (e.g., Orthopedic Surgery, Neurology) |
| Sub-specialties               | No       | Additional areas of expertise                                |
| Years of experience           | Yes      | Total years in your specialty                                |
| Licensed states               | Yes      | States where you hold an active medical license              |
| Hospital/practice affiliation | No       | Current hospital or practice name                            |

### Billing address

Your billing address appears on invoices you send to attorneys. All fields are required:

* Street address
* City
* State
* ZIP code

<Info>
  Your billing address is used for invoice headers and Stripe Connect verification. Make sure it matches the address on file with your state medical board.
</Info>

<Frame caption="Doctor profile fields">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/greenfieldwealthllc/images/getting-started/doctor-profile-fields.png" alt="Doctor profile fields" />
</Frame>

## Attorney profile fields

### Personal information

| Field        | Required | Description                               |
| ------------ | -------- | ----------------------------------------- |
| First name   | Yes      | Your legal first name                     |
| Last name    | Yes      | Your legal last name                      |
| Email        | Yes      | Automatically set from your account email |
| Phone number | Yes      | Contact phone number                      |
| Bar number   | No       | Your state bar number                     |

### Professional information

| Field           | Required | Description                                 |
| --------------- | -------- | ------------------------------------------- |
| Practice area   | Yes      | Primary area of legal practice              |
| Law firm name   | Yes      | Name of your firm or solo practice          |
| Firm address    | Yes      | Firm street address, city, state, ZIP       |
| Licensed states | Yes      | States where you hold an active bar license |

<Frame caption="Attorney profile fields">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/greenfieldwealthllc/images/getting-started/attorney-profile-fields.png" alt="Attorney profile fields" />
</Frame>

## Profile completion indicator

Your dashboard displays a profile completion percentage. A profile is considered complete when all required fields have been filled in. You cannot receive or submit intake requests until your profile reaches 100%.

<Tip>
  Fill in optional fields like sub-specialties and hospital affiliation to make your profile stand out. Attorneys frequently use these details when choosing which expert to contact.
</Tip>

## Updating your profile

You can update your profile at any time by returning to **Settings > Profile**. Changes take effect immediately. Note that changing your name or credentials will update how your name appears on invoices and case documents going forward, but will not retroactively change existing invoices.

<Warning>
  If you change your email address, you will need to verify the new email before it becomes active. Your login credentials will also update to use the new email.
</Warning>

## Next steps

<CardGroup cols={2}>
  <Card title="Set Up Encryption" icon="lock" href="/getting-started/encryption-setup">
    Create your passphrase for secure data access
  </Card>

  <Card title="Intake Form Setup" icon="file-lines" href="/doctors/intake-form-setup">
    Doctors: Configure your vanity URL and intake form
  </Card>
</CardGroup>