Attorney portal development for medical-legal case management
If you run a personal injury clinic, you know the phone call. A paralegal asking "where are we on Mr. Rodriguez's case," for the third time this week, because there's no other way to check.
I built the attorney portal for Synectus Medico specifically to remove that friction, while keeping the data boundary between attorneys airtight. Here's how it's structured.
What attorneys actually need from a portal
Give attorneys too little and the portal doesn't solve the phone-call problem. Give them too much and you've exposed data they shouldn't see.
What attorneys get
- Their own clients' case status
- LOP (Letter of Protection) documents
- Billing status at a summary level
- A case timeline they can check anytime
What attorneys don't get
- Other attorneys' clients
- Internal billing notes
- Clinical detail beyond what supports the case
- Any write or edit access
Core features and how they're enforced
Strict data isolation
Every attorney-facing API endpoint pre-filters by the attorney's ID pulled from their JWT, at the database query level, before any data leaves the server.
LOP document management
LOPs auto-generate as PDFs the moment an exam gets scheduled for a case tied to that attorney. No fax, no re-request, no separate email thread.
Billing status without internal notes
The API response for attorney-facing billing endpoints simply doesn't include internal fields, rather than hiding them in the UI.
Secure document sharing
Documents are served through time-limited signed URLs, so a shared link expires and doesn't become a permanent access point.
Don't hide sensitive fields, don't send them at all
Don't build the restriction as "hide the sensitive field in the UI." Build it as "don't send the sensitive field to that role at all." It's a small difference in effort and a large difference in actual security.
Mobile access and onboarding that doesn't need a phone call
Mobile access
Attorneys and their staff check case status from a phone constantly, often between court appearances. If the portal isn't genuinely usable on mobile, calls keep happening simply because checking is more hassle than calling.
Onboarding without a phone call
The clinic assigns a case, an invitation goes out automatically, the attorney sets a password, and their case list is already populated correctly the moment they log in.
Frequently asked questions
If your current clinic-attorney relationship is running on phone calls and faxes, the attorney portal is usually the highest-leverage piece to build first.
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