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The paperwork, published.
Every company in this category asks a law firm to send it a client before showing the firm a single document. That is backwards. Here is what your client signs, what we ask your office to sign, and what comes back to you — readable before anybody commits to anything.
What each one is, and who signs it.
Ask for any of them by email and they come back the same business day, unwatermarked, with no sales call attached. We would rather your risk counsel read the lien agreement now than argue about it at disbursement.
Patient lien & assignment
Signed by the patient. Acknowledges responsibility for the cost of what is dispensed, grants a lien on any recovery, assigns a portion of the proceeds, and defers payment until the case resolves. This is the document that makes the arrangement a lien rather than an unpaid bill — and the obligation in it is real and unconditional, deliberately.
Letter of protection language
Signed by the firm. One page on your letterhead. It acknowledges the balance and confirms it will be addressed out of proceeds at disbursement. It does not make the attorney personally liable and does not commit anyone to a number. Your firm's own template is fine — send it and we will read it.
HIPAA authorization
Signed by the patient. Scoped to the injury-related dispensing and billing, naming your firm. It is not a blanket release of the patient's whole pharmacy history, and it should not be — your case does not need their statin.
Referral sheet
Nobody signs it. A one-page sheet your case managers keep by the phone: what we need to start, the fax number, the two email addresses, and the five fields that decide whether a delivery lands. Designed to be printed and pinned up.
ASC discharge routing sheet
For the facility, not for signature. Our routing details, the discharge fields, the controlled-substance hand-off rules and the honest cut-off times, on one page for the discharge desk. Reviewed once by whoever owns your discharge protocol, then used as-is.
Sample statement and final balance letter
What comes back to you. A redacted example of the itemized statement sent on every fill, and of the final balance letter issued at settlement with the reduction applied and the signed documents attached. So you know the format before it matters.
Because the alternative is asking for trust on credit.
A paralegal being asked to send a client to an unfamiliar lien vendor has exactly one real question: what is my client signing, and what does my firm end up holding? Answering it after the referral is the wrong order.
There is also a self-interested reason, and it is worth saying out loud. Documents that a firm's risk counsel has already read do not become an argument at disbursement. The cost of publishing them is one afternoon. The cost of not publishing them is every objection arriving eighteen months late, on a file where the money is already spoken for.
If something in our language does not work for your firm, tell us. Several of the clauses in the current version are there because a case manager pushed back on the previous one.
Request the packet
All six documents plus the price schedule, in one email, same business day. Say which ones you want or ask for the lot.
- No form to fill in — just email and ask
- No sales call attached to the request
- No obligation of any kind, ever
These are our documents, not your advice
They are drafted by the business and no attorney has reviewed them on your behalf. Read them, mark them up, and have your own counsel look at anything that matters to you. Nothing here is legal advice and nothing here creates an attorney–client relationship. If your firm's risk counsel wants a call before you refer anybody, that is a reasonable request and we will take it.