Real-time updates from all your clients, all in one place.
See every update, every appointment attended or missed, every improvement plateau as it happens. Not at deposition. Not at hearing. Not during prep.
The firm dashboard is Affiant's command center. Open it and you see what's happening across every client right now. Whose treatment compliance just slipped. Which journal entries your team should review before a filing. Which clients need outreach. Your firm finally knows what's going on with its clients, at the firm-wide and per-client level, without picking up the phone.
Stop finding out weeks late.
Surveys, journal entries, and appointment updates appear in a firm-wide feed the instant they come in, and on every client profile.
- Firm-wide activity stream. New survey responses, journal entries, treatment updates, and appointment confirmations stream into one feed as clients submit them. Nothing sits in a queue waiting for someone to look.
- Per-client timelines on every profile. Each client page shows their complete chronological activity record. Scroll through months of documented life impact in seconds.
- Configurable alerts for what matters. Missed appointments, treatment gaps, symptom escalations, flagged journal entries. Your team sets the thresholds, and the dashboard surfaces them when they hit.
- Surprises move from the courtroom to Wednesday morning. By the time a case reaches mediation or hearing, your team has already handled the issues that would otherwise have been surprises.
Concise daily surveys, configured for your practice.
Pre-built question sets cover the evidentiary requirements of your practice area. Customize further when your cases need it.
- Pre-built modules for the cases you handle. Ready-to-deploy question sets for Personal Injury, Social Security Disability, and STD/LTD. Each module is built around the specific functional and impact data those cases require.
- Assign in seconds. Add a client, pick a module, and the first survey reaches them on schedule. No setup call, no configuration project.
- Customize when your practice calls for it. Firms with non-standard case types or specific evidentiary strategies can add, modify, or remove questions. Available on both plans, subject to contract terms.
- Contemporaneity, by design. Your clients can only answer "for today, today." The constraint protects the evidentiary integrity of every response.
Catch treatment gaps while there's still time to fix them.
Your clients log their appointments and providers. Affiant sends the reminders, confirms attendance, notifies your team according to your settings.
- Real-time compliance status on every client. See who's on track, who missed their last appointment, and where gaps are opening up. Surface problems before they affect case outcomes.
- Automated appointment reminders. Before the appointment, your client gets a reminder. After, a quick confirmation prompt. Missed confirmations appear on the dashboard the same day.
- Automated follow-up messaging for non-compliance. Configure triggers for missed surveys, treatment gaps, and other non-compliance events. Affiant reaches out automatically, and only escalates to your team when outreach doesn't resolve the issue.
- Your team focuses on the cases that actually need attention. Routine monitoring runs itself. Staff time goes to the cases that actually need it.
Every journal entry, categorized and findable.
A built-in library of evidence tags plus firm-defined custom tags, applied to your clients' journal entries automatically on premium.
- A standard tag library, included with every account. Affiant ships with a comprehensive tag set covering what matters most in injury and disability practice: functional difficulty, loss of independence, safety risk, psychological impact, inconsistency, treatment noncompliance, and more.
- Custom tags for your firm's strategy. Define your own tags to flag entries that need attorney review, track practice-specific evidence categories, or support firm workflows.
- Filter, search, and organize by tag. Pull every tagged entry across a client's case history in seconds. Build exhibits around specific evidence categories without reading every entry.
- Premium plans add AI auto-tagging. Every journal entry is analyzed against the tag library and tagged automatically on submission.
Exhibit-ready work product, exported straight from the dashboard.
Charts, calendars, and tables that turn accumulated client data into visual, quantified evidence of functional impact.
- Functional impact reports. Time spent resting or reclining, missed work and missed activities, sleep disturbance, medication side effects, social isolation, loss of enjoyment. Quantified and graphed across the full case timeline.
- Visual calendars of symptom and activity patterns. Decision-makers see the pattern at a glance instead of reading through months of raw entries.
- Compliance summaries for credibility arguments. Treatment attendance and survey consistency as timeline exhibits that support compliance and reliability arguments.
- PDF export, demand-package ready. Export any report to PDF and drop it directly into demand packages, mediation memos, pre-hearing briefs, and trial exhibits. No reformatting.
- MSS-compatible reports for SSD cases. A standard Medical Source Statement form compatible with Affiant reports is provided, so treating sources can complete MSS forms from documented functional data.
Open a client's profile and get up to speed in minutes.
AI Case Overviews sit at the top of every profile. Full AI Case Summaries are one click away on premium plans.
When your team opens a client profile, they immediately know the client's latest status. The always up-to-date AI-generated case overview synthesizes the client's surveys, journal entries, and treatment data. Premium plans add a dedicated Case Summary tab with a detailed, holistic narrative drawn from the full record. New team members get up to speed in minutes. Old ones stop losing context between case reviews.
Built for privileged attorney-client communication from day one.
Encryption, privileged access controls, and firm-controlled export. Client data submitted through Affiant is privileged attorney-client communication, and the architecture reflects that.
- Encryption in transit and at rest. All client data moves over secure SSL connections and is stored within an encrypted filesystem inside a virtual private cloud.
- Expiring media URLs. Client photos, audio, and video are accessible only through secure, time-limited URLs that expire automatically.
- Firm-controlled export. Nothing leaves Affiant without a deliberate action by your team. Entries stay internal unless you choose to disclose them.
- Clients can't view their own prior submissions. This prevents retrospective modification and preserves the integrity of the contemporaneous record.
Send Affiant data wherever your team needs it.
Read-only MCP and REST API access for firms with technical teams or AI tooling of their own. Premium plan.
Connect Claude, ChatGPT, or custom-built tools directly to your Affiant data. Or build internal dashboards and reporting workflows against a traditional REST API. All requests respect your existing Affiant permissions.
Stop getting surprised by avoidable problems.
Get the firm dashboard running for your firm today. No contracts, no seat minimums, 30-day money-back guarantee.