Now onboarding early partners

Find providers, send referrals, track everything

The referral and collaboration platform for PI law firms and medical providers. Find trusted providers near your client, send referrals in seconds, track treatment in real time, and exchange records securely — all in one place.

HIPAA Compliant
Built on Salesforce
Built for PI Workflows
Dashboard
Referrals
Provider Assignments
Records
Provider Network
Dashboard
+ New Referral
Active Referrals
24
+3 this week
In Treatment
18
6 providers
Needs Attention
5
Action required
Records Pending
7
2 overdue
Client Date Status Providers
Martinez, R. Feb 22 In Treatment 3
Johnson, K. Feb 20 Accepted 1
Chen, L. Feb 18 Needs Review 2

Referrals in Seconds

Send client details directly to a medical provider — no phone tag, no faxes, no email chains.

🔒

Secure Record Exchange

Upload, request, and share medical records with automatic folder organization and access controls.

📍

Real-Time Case Tracking

Appointment updates, treatment status, and record request progress — all visible without chasing anyone.

1,000+
Medical Providers in Network
100+
PI Law Firms
50+
Florida Cities Covered
24/7
Platform Access
Platform

Everything you need to manage
medical referrals like a pro

Built for lawyers and medical providers to work better, together — in one secure hub.

Provider Network Map

Find trusted providers near your client by location, distance, and treatment type. Search, compare, and assign directly from the map — no cold calls.

Instant Referrals

Create a referral, assign providers, and send client details in seconds. Providers get notified instantly and can begin scheduling immediately.

Real-Time Treatment Tracking

Track first appointments, visit counts, treatment status, and next visits. Automated alerts when updates stall or appointments are missed.

Record Request Workflow

Request medical records with structured tracking — see what's been requested, what's overdue, and what's been fulfilled. Due dates, statuses, and notifications built in.

Secure Shared Files

Organized file sharing with automatic folder structure per provider assignment. Chart notes, treatment summaries, imaging — each visible only to the right parties.

In-Context Messaging

Chat directly on each patient assignment. Messages stay attached to the right case — with email notifications so nothing gets missed.

How It Works

From client intake to treatment complete

Here's how a law firm uses Merge Network to manage an out-of-area client.

1

Sign the Case

Firm signs a PI case — client needs medical treatment near their home.

2

Find a Provider

Search the Merge Network map by address, distance, and treatment type.

3

Send the Referral

Create the referral and assign the provider. They're notified instantly.

4

Track Treatment

Provider updates visits, treatment status, and records. Firm sees everything in real time.

5

Collect Records

Request and receive records with due date tracking. Files organized and ready when you need them.

Who It's For

Built for both sides of the referral

Whether you're sending patients or treating them, Merge Network gives you a workspace designed for how you actually work.

PI Law Firms

Manage your full referral pipeline, find providers near your clients, coordinate treatment, and keep records organized — all from one dashboard.

  • Find trusted providers near any client location
  • Send referrals and assign multiple providers per case
  • Track treatment status and appointment activity
  • Request and receive records with due date tracking
  • Dashboard with action items, pipeline, and accountability alerts

Medical Providers

See all patient assignments from every referring firm in one place. Update treatment, fulfill record requests, and communicate directly — without the email chaos.

  • View all assignments across every referring firm
  • Update treatment status, visits, and scheduling
  • Fulfill record requests with organized file folders
  • Secure messaging on each patient assignment
  • Multi-location support with per-location access
Security & Compliance

Your clients,
your data, your control

Every record has an owner. Sharing is explicit — not everyone-sees-everything. Providers only see cases they're assigned to. When they're removed, access is revoked instantly. Built to be HIPAA-compliant from the ground up.

HIPAA Compliant
Explicit sharing
Provider isolation
Role-based access
Audit trail
Smith & Associates
Sees all their referrals + assigned providers
↓ assigned to ↓
Chiro Provider A
Sees only patients assigned to them
MRI Provider B
Cannot see Provider A's files or data
A ↔ Firm only
B ↔ Firm only
Get Started

Stop chasing providers.
Start collaborating.

Tell us about yourself, then pick a time that works for a quick demo.

Next step: pick a time for your demo call.