Cases & patients

Every client's treatment, in one record.

Keep each client as a patient with a case: file number, date of loss and accident type. Every appointment links to its case, so the treatment history is in one place when you need it.

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A client signing papers with two attorneys at a table

What it does

Built around the case file

Patient records

Each injured client once, linked to every case and visit.

Case files

File number, date of incident and accident type for every case.

Accident types

Motor vehicle, premises liability or other, with your own description.

Visits linked to the case

Every appointment shows under its case with the provider and status.

Ask Pip about a case

Pip searches your patients, cases and appointments as well as providers.

Overview

Requests by month and status, top providers and accident types.

Stay current

Know where every case stands.

When a case is assigned or updated, or a visit for it changes, the people working it are notified in the app. No more asking the provider's front desk what happened.

Notified when a case is assigned or updated
Each visit with its provider and status
Team roles decide who sees what

Who it's for

Made for the people doing the work

Two attorneys reviewing documents at an office desk — Case managers

An attorney on the phone at his desk — Attorneys

An attorney meeting a client at a table with a laptop — Intake

FAQ

Common questions

Can I keep cases and patients in Pipilot?

Yes. Each client has a patient record and a case with the date of loss and accident type, and every appointment is linked to its case.

What happens after I request an appointment?

The provider is notified, confirms a time and the appointment appears on both calendars with its status. You can follow every visit from requested to scheduled, completed and billed, case by case.

How many people can use one account?

Solo includes 1 seat, for one attorney. Firm includes 10, and you can add more for $20 a month each and give every member a role with its own permissions.

More features

Pip, the AI assistantAsk for a lien provider in plain wordsLearn more Provider mapEvery result with its route and drive timeLearn more Appointments & calendarRequest, confirm and track every visitLearn more Practice profileHours, specialties and team for providersLearn more

Let's start

Your next visit, one question away.

Law firms start with a 7-day free trial. Providers join free on the Free plan.

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