Case managers and law-office staff
Place a patient with a lien doctor, track records and bills, print patient handouts.
Free for case managers
Free tools for personal injury case managers
Checklists, trackers and a glossary built for case managers, intake staff and lien coordinators at personal injury firms.
Before you start. Do not enter client names or health information. Use initials-free labels like “Provider A” or “Client 1”. This tool runs in your browser. Nothing is sent to LawyersTrend. If your browser allows it, entries are saved on this device only so you can come back later, and the “Clear my data” button erases them. These tools are for organizing work. They are not legal or medical advice.
All seven tools
Lien Provider Placement Checklist
Every step from the attorney check to the first records request. Interactive and printable.
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Treatment Timeline and Gap Tracker
Enter visit dates, see gaps longer than your limit, print a summary.
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Medical Records and Bills Request Tracker
Log requests by provider, flag overdue follow-ups, export CSV or print.
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Demand Package Readiness Checklist
Records, bills, liens and timeline: confirm the file is complete before it goes up.
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Intake First-Call Script and Checklist
A process-only script for the first call with a new client.
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Lien and Billing Glossary
Searchable plain-English terms: lien, LOP, balance billing, EOB and more.
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Week-1 Case File Checklist (One Page)
One printable page for the first seven days of a new file.
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How these tools work
- They run in your browser. LawyersTrend does not receive what you type.
- Your entries can be saved on your own device so you can pick up later. Every tool has a “Clear my data” button.
- Do not enter client names or health information. Use labels like “Provider A” or “Client 1”.
- Everything prints. Use your browser’s print menu and choose “Save as PDF” if you want a file.
- They organize your work. They are not legal or medical advice. Your attorney decides legal questions.
Find a provider
LawyersTrend is an independent publication and directory. We are not a law firm or a referral service. Use the directory to research providers, then make your own calls.
Doctors on lienPhysicians and clinics that treat PI patients on a lien or letter of protection.Surgery centersOutpatient surgery centers that take lien cases.Imaging centersMRI, CT and X-ray providers that work on lien.California directoryBrowse by city and specialty across California.Search the directorySearch by specialty, city or practice name.For law officesLien doctor search, handouts and a Spanish hub for office staff.
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