For personal-injury law firms

The firm raises the request. Six desks read the record.

Injury Docs is one system the firm and the clinic both open. On the firm’s side, six different jobs read the same request, the same ledger and the same log — and none of them reads all of it, because a role here is a set of grants you can read on a screen, not a seat at a desk. This page is the map: which page was written for your chair, which of the eleven firm roles it covers, and where on the firm’s rail each desk lives.

6 desks
one page written for each
11 roles
each a set of grants
14 destinations
on the firm’s rail
Dashboard WAITING ON US
The firm Dashboard screen: what needs attention, what is overdue, what was just fulfilled, and a section for requests that are waiting on the firm rather than on a provider

The Dashboard screen, captured from the running build, 24 September 2026. Demonstration data — every name, matter and figure is a fixture, not a real client, clinic or balance.

✓  All thirteen ask types are the same object on the same clock ✓  A role is a set of grants, not a seat ✓  Every state is derived from the log; none is stored ✓  The clock stops when the delay is the firm’s
ATTORNEYS · CASE MANAGERS · MEDICAL COORDINATORS · RECORDS SPECIALISTS · INTAKE · SETTLEMENT · ACCOUNTING · OWNERS · ADMINISTRATORS · READ-ONLY · CUSTOM · MASS TORT · ONE RECORD · 
01Which chair are you in

Six pages, each written for one desk

The home page says what Injury Docs is. These six say what it is for you, in the words of the job: the questions you get asked, the screen that answers them, and the refusal you will meet if you ask for something that is not yours to do. Each card opens with the screen that page uses as its own hero.

The firm Liens screen
PI ATTORNEYS

Read what came back, then decide

You sign the demand and the disbursement, so the questions are yours: is the chart complete for the dates you asked for, which affidavits are sworn, what each reduction offer rests on. Every answer is read from the record, and what still blocks the cheque is a named list.

The attorney’s page →
The firm Dashboard screen
CASE MANAGERS & MEDICAL COORDINATORS

The clinic relationship on one clock

You send a client to a clinic and need to know they were seen; you order the chart and need to know where it is. A referral is tracked through to seen, Discover shows where a client treated before you order, and one dashboard section is about your desk rather than the clinic’s.

The case manager’s page →
The firm New request screen
RECORDS SPECIALISTS & INTAKE

Raise it once, then know where it is

You raise the request against a named list, not a paragraph, and the release is checked against that list before Send will work. The Requests screen answers where the chart is without opening an email thread.

The records specialist’s page →
The firm Closeout screen
SETTLEMENT & ACCOUNTING

The afternoon the case settles

Final balances and payoffs are tracked requests with a good-through date, on the one ledger the clinic reads too, and Closeout names whose desk each blocker is on. Nothing is paid through Injury Docs — the money moves in the bank, and the record will not write a release for money nobody confirmed.

The settlement desk’s page →
The firm Reports screen
OWNERS & ADMINISTRATORS

The firm owns the record

Eleven roles, each a set of grants you issue and can read back in the people list, and a request that stays your firm’s even while a clinic is working it. Reports measured from the log rather than typed into it, and a record with no edit and no delete anywhere in it.

The owner’s page →
The firm New request screen, which bulk ordering runs through
MASS TORT & HIGH-VOLUME

Four hundred requests, blast radius first

Every row is ready, needs review or blocked — with the reason named — before anything is sent, and the cost is on screen first. A blanket release is read as written, a blank one still blocks, and a run that only partly went out is reported as what it was.

The mass tort page →

Every thumbnail above was captured from the running build, 24 September 2026. Demonstration data — every name, matter and figure is a fixture, not a real client, clinic or balance.

02Which role is which page

Eleven firm roles. Six pages cover all of them.

A role in Injury Docs is a template: which screens, which kinds of record, which verbs, and how far up the money ladder. The one-line purposes below are the product’s own, from its role picker, put into plain words — and the last column says which of the six pages was written with that chair in mind.

Role What the product says it is for The page for that chair
Owner Owns the firm’s account. Everything, including the money and who may see it. Owners & administrators →
Admin Runs the firm’s account: people, offices, teams, settings and integrations. Cannot move money. Owners & administrators →
Attorney Runs matters end to end, including liens, reductions and what the client nets. Attorneys →
Case Manager Runs the day-to-day of a matter: records, providers, bills, the client. Reads a bill’s total, not the fee schedule behind it. Case managers →
Medical Coordinator Places clients with providers, manages treatment and letters of protection. Case managers →
Records Specialist Orders, chases and pays for records. Owns the authorisation vault — and reads the fee schedule, because they approve what the firm pays per page. Records specialists →
Intake Brings on new clients and opens matters. Sees no money at all. Records specialists →
Settlement Negotiates liens and reductions and builds the client’s disbursement. Settlement & accounting →
Accounting Moves money: trust, disbursement, provider payments, payouts. Cannot configure the account. Settlement & accounting →
Read-Only Can look at the file on screen. No money, no changes, no copies out — no download, export or print. Owners & administrators →
Custom Starts with nothing. Built up axis by axis, so it cannot start too wide. Owners & administrators →

Mass tort is not a role. It is a workload — the records specialist’s and case manager’s desks at four hundred requests — so it has a page of its own and no row here. And one person doing two of these jobs holds two grants, visible side by side in the people list, which is the point of keeping them separate.

03The firm’s rail

Fourteen destinations, grouped the way the rail groups them

One rail, mounted for the firm because the signed-in organisation is a firm. Every desk above lives on some part of it; no desk sees all fourteen. Each line below is what the product’s own rail says the screen is for.

DASHBOARD
Dashboard
What needs attention, what is overdue, what was just fulfilled — and a “waiting on us” section, because the firm’s own delay is a fact the firm should be shown.
EXCHANGE · 7
New requestRaise a records, bill, balance or payoff request against a provider: an itemised materials list, a date-of-service window, the authorisation that covers it. How a request works →
RequestsEvery request the firm has sent and where each one is, across twenty-one states — fifteen on the path and six endings, counted from the build on 24 September 2026.
ProvidersFind a provider, see who treats on a lien, and keep the firm’s preferred network in the firm’s own name.
ReferralsSend a client to a provider and track the appointment through to seen. A referral is a tracked object, like everything else here.
DiscoverFind a provider, or find where a client treated, and see what it costs to order — and whether they can be reached at all, before you send.
ExceptionsEverything that is wrong across the firm’s book, whose desk it is on, and what would end it. The Exception Center →
MessagesEvery thread with a provider, attached to the request it belongs to and running on that request’s clock.
FINANCIAL · 3
Bills & BalancesEvery provider’s billed, paid, adjusted and outstanding amount on one ledger — the same ledger the clinic reads. Bills & Balances →
LiensLiens asserted against the recovery and the reduction ladder: every offer, every counter and the basis each side stated. Liens & reductions →
CloseoutFinal balances, payoffs and releases, and what still blocks disbursement — named, with whose desk it sits on.
AND THREE MORE
ExpertsFind, engage and pay an expert, with a conflict check you cannot walk past.
ReportsSpend, fulfilment time, overdue rate and provider performance — measured from the log, each figure carrying its denominator.
SettingsThe firm, its people and their roles, and how the app is set to connect to the firm’s case system.
Who sees which part. Intake sees the dashboard, matters, clients, referrals, messages and tasks, and nothing with money in it. Read-Only sees the file and none of the verbs. Settlement and Accounting live in the Financial group and never open Discover or Providers. The rail is the same fourteen for every firm; what a given person finds lit on it is their grant.
04What is not on this page

Every firm role has a page. Three other groups do not belong on this one.

All eleven firm roles are covered above; there is no firm chair without a page. What you will not find here is the clinic’s side — twelve destinations of its own, read the same ledger from the other end, and written up at the provider page. Nor the outside custodians, release-of-information vendors and experts a firm works with: they hold accounts of their own, in their own shop, and reach one of your requests only through a delegation your firm issued, with an expiry that is not optional.

And not the injured person. They have no account, no login and nothing to open, which is deliberate: the exchange exists so that the firm and the clinic talk to each other, and the client is not the one doing the chasing. The full map of who uses Injury Docs, all four organisation families, is at who it is for.

Pick your chair. The record is the same one.

Create your firm account, issue the six desks their grants, and put one stuck matter through the request, the ledger and the closeout list — then read back who held it, and for how long, without asking anyone.

Create your firm account See how it works

Want the product itself, not the map? The firm page →  ·  Run a clinic? Read the provider side →