Medical Lien Tracking Pipeline
Tracks all outstanding medical liens across active contingency cases — automating follow-up with providers, flagging overdue responses, and alerting attorneys when liens threaten settlement timelines.
What This Automation Does
How It Works
Lien Recorded
New medical lien added to case file — provider, amount, contact, and deadline captured
Provider Outreach
Automated email to provider requesting final lien balance, negotiation contacts, and acceptance timeline
Wait 7 Days
Allow time for provider response
Response Received?
If provider responds: update lien record and advance to negotiation. If not: escalate alert.
No Response Alert
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$1,499
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
All communications involving medical provider information and lien amounts must comply with HIPAA data handling requirements.
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