How to automate attorney-clinic patient referrals without mixing inboxes

Attorney referrals die in texts and PDFs. Put them on the same intake lane as accident inbound. No PHI on the public form.

The leak is the inbox

A lawyer texts a coordinator. The coordinator is with a patient. The referral waits. That is not a CRM problem — it is a routing problem.

One lane, two doors

Accident inbound and attorney referrals should land in the same medical brain. Trades never share that brain. Lanes never mix.

Minimum necessary

The public form is for the clinic operator. Do not put injured-party names, injuries, or records on a marketing page.

Next step

Read the accident clinic engine and unlock the recovery kit.