DocLien™ Platform

The case-coordination platform for law firms and medical providers.

Schedule appointments, exchange and e-sign documents, track treatment status, and generate reports — all in one secure workspace.

  • HIPAA-compliant
  • Secure document exchange
  • E-signatures built in
  • Role-based access
Platform

Everything case coordination requires

DocLien brings scheduling, documents, tracking, and reporting together in one secure platform.

Appointment Scheduling

Providers publish open slots, and law firms book directly — no phone tag, no back-and-forth.

Document Exchange & E-Signatures

Send, sign, and store authorizations, referrals, and records with built-in e-signature workflows.

Case & Treatment Tracking

Track treatment status across every case and every provider on a single shared timeline.

Automated Notifications & Reminders

Keep firms, providers, and patients informed with automatic appointment and status reminders.

Treatment and Billing Reports

Generate clean, itemized treatment and billing reports ready for resolution.

Role-Based Access

Separate, secure workspaces for law firms, providers, and patients — each sees exactly what they need.

How it works

Up and running in three steps

DocLien is software your firm and your providers use together — no coordination middleman required.

1

Get a DocLien account

Your firm or practice gets set up on the platform with role-based access for your team.

2

Publish and book appointments

Providers publish availability, and law firms book and manage appointments in the platform.

3

Track everything in one place

Everyone tracks status, documents, and reports in a single shared workspace.

Who it's for

Built for both sides of the case

DocLien gives law firms and healthcare providers a shared workspace, with the tools each one uses day to day.

For Law Firms

  • Book appointments directly from provider-published availability
  • Exchange and e-sign case documents with providers and patients
  • Track treatment status and generate reports across your caseload

For Healthcare Providers

  • Publish open appointment slots for law firms to book
  • Receive signed documents and authorizations electronically
  • Track treatment progress and share billing reports

Ready to coordinate cases in one workspace?

Request access to DocLien and bring your firm or practice online.