Getting started

Create your workspace

1. Go to Start free and sign up with Google or your work email.
2. Enter your firm's name, the counties you practice in and your time zone. Florida is selected by default.
3. Choose whether to open the sample firm. You can switch between it and your own workspace at any time from the firm menu.

Invite your team

Add attorneys and staff by email. Each person gets a role: Attorney, Paralegal, Case manager, Intake or Bookkeeper. Roles decide who can approve which items and who can see the ledgers.

Connect Google

Connecting the firm mailbox and calendar is what lets InjuryMcGee file mail and publish deadlines. See Connecting Google for details.

Open your first case

Before uploading real client medical records, the firm owner signs the Business Associate Agreement in Settings, then Compliance. Until it is signed, uploads are limited to non-PHI documents and the sample firm.

1. Choose New case and enter the client, date of loss and type of claim.
2. Add carriers and parties if you have them. The statute of limitations and PIP clocks are set from the date of loss.
3. Upload anything you already have. Documents are classified and filed into the case folders.