Provider Search & Instant Referrals
Find trusted medical providers by location, distance, and treatment type — then send client details instantly, all in one place.
Now onboarding early partners
Find providers, send referrals, track everything
A personal injury referral platform connecting law firms and medical providers in one streamlined network to simplify referrals, communication, treatment updates, and case tracking.
HIPAA Compliant
Built on Salesforce
Built for PI Workflows
You're all set!
Calendly should be open — pick a time that works for you. We'll send you a confirmation email with all the details.
Everything you need to
manage referrals across your network
One shared workspace where law firms and medical providers collaborate — with each partner's data properly separated and permissioned.
Read More about Provider Search and Instant Referrals
Treatment Tracking & Accountability
Track first appointments, visit counts, treatment status, and next visits — all visible without chasing anyone.
HIPAA-Compliant File Exchange
Securely share patient records and billing documents with encryption, controlled access, audit logs, and organized file management.
In-Context Messaging
Communicate directly within each patient assignment to coordinate appointments, treatment updates, record requests, and case-related follow-ups.
How it works
From client intake to treatment complete
Here's how a law firm uses Merge Network to coordinate care for a PI client.
Sign the Case
Firm signs a PI case — client needs medical treatment near their home.
Find a Provider
Search the Merge Network map by address, distance, and treatment type.
Send the Referral
Create the referral and assign the provider. They're notified instantly.
Track Treatment
Provider updates visits, treatment status, and records. Firm sees everything in real time.
Collect Records & Billing
Request and receive records and billing documents 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 your own workspace — with data properly separated and permissioned between every partner. Merge Network operates U.S.-wide.
PI Law Firms
Manage your full referral pipeline, find providers near your clients, coordinate treatment, and keep records organized — all from one dashboard.
Create referrals and assign multiple providers per case- Find trusted providers near any client location
- Build and manage your preferred provider network
- Track treatment status, appointments, and accountability
- Request and receive records with due date tracking
- Dashboard with pipeline, performance reports, and 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
- Get notified instantly when assigned to new patients
- Fulfill record requests with organized file folders
- Secure messaging on each patient assignment
- Multi-location support with per-location isolation
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
Security & Compliance
Your clients, your data,
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. HIPAA-compliant from the ground up, backed by a signed Business Associate Agreement with Salesforce, multi-factor authentication, encrypted data in transit and at rest, automatic session timeouts, and full audit logging.
Encrypted Data- Provider Isolation
- HIPAA Compliant
- BAA-Backed
- Multi-Factor Auth
- Full Audit Trail
- Role-Based Access
Works with your stack
Book a Discovery Call
Fits into how you already work
We work with firms running Litify, Filevine, Clio, and similar case management platforms. Specific integration details depend on your setup — we walk through exactly how Merge Network fits your system on a discovery call.
Get Started
Stop chasing providers. Start collaborating.
Tell us about yourself, then pick a time that works for a quick demo.
You're all set!
Calendly should be open — pick a time that works for you. We'll send you a confirmation email with all the details.