Your Shop Desk
Medical Malpractice · Custom Shop Desk CRM

A Custom CRM for Medical Malpractice Firms

Many people call about a bad outcome, and only a few become cases. A Shop Desk fitted to your med mal practice screens with your own questions, tracks the long records process, and tells every caller where they stand.

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A Shop Desk set up the way a medical malpractice business would run it
A Shop Desk set up the way a medical malpractice business would run it

Shown: Hartwell and Vance Law, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Medical Malpractice Words

Every case moves down the same line. We name each stop the way your crew already does.

  1. 01Inquiry
  2. 02Screen
  3. 03Records
  4. 04Expert Review
  5. 05Accept or Decline
  6. 06Retainer
  7. 07Resolved

A case on your desk hangs off the client and the care.

So the card asks for what you actually need, and nothing a medical malpractice business would never fill in.

  • Facility and provider names
  • Date of care
  • Records request status
  • Expert review status
  • Limitations date set by the attorney
  • Accepted or declined
Where it leaks

Where Medical Malpractice Businesses Lose Work

Declined Callers Left Hanging

Most inquiries won't turn into a case, and many never hear back. That hurts your name and the referrals you get later.

Records Requests That Take Months

Requests go out to hospitals and clinics and sit. Nobody follows up until the review is late.

Screening Time on Cases You Can't Take

Your team spends hours on calls that your own rules would screen out. Real cases wait behind them.

What we would build

Fitted to How You Already Work

  • Screening Questions You Write

    Callers answer the questions your attorneys approve. The answers land on the inquiry and your team decides.

  • A Records and Review Tracker

    Each case shows what records were asked for, what came in, and where the expert review stands. Late ones float up.

  • Kind Declines You Approve

    When your team says no, the caller gets a clear, kind message in your words. Nobody is left wondering.

  • Who Sees What, Set With You

    We set up with you who can see which parts of a file. Consent to contact and opt outs are on every record.

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Questions

What Medical Malpractice Owners Ask

Will medical records show up on the screen?
The desk tracks names, dates and request status, not diagnoses or clinical notes. Where records live and who can open them is set up with your firm.
Can it tell callers if they have a case?
No. It gathers facts with your questions. Only your attorneys review and decide.
Can it send decline letters?
Yes. It sends the wording your firm approves once a decision is made. Nothing goes out on its own before that.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Medical Malpractice Business Runs

We will tell you honestly what a desk fitted to it would take.

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