Profile Completion

Complete your professional profile with specialty information, credentials, and billing details.

Profile Completion

A complete profile is essential for building trust on ExpertMD. Attorneys want to see a doctor’s credentials and specialty before submitting an intake request, and doctors want to verify they are working with legitimate legal professionals.

Accessing your profile

Navigate to Settings in the left sidebar, then select the Profile tab. Your profile information is organized into several sections depending on your role.

Doctor profile fields

Personal information

Field	Required	Description
First name	Yes	Your legal first name
Last name	Yes	Your legal last name
Email	Yes	Automatically set from your account email
Phone number	Yes	Contact phone number for case-related communication
Credentials	Yes	Your medical credentials (e.g., MD, DO, PhD, FACS)

Professional information

Field	Required	Description
Medical specialty	Yes	Your primary specialty (e.g., Orthopedic Surgery, Neurology)
Sub-specialties	No	Additional areas of expertise
Years of experience	Yes	Total years in your specialty
Licensed states	Yes	States where you hold an active medical license
Hospital/practice affiliation	No	Current hospital or practice name

Billing address

Your billing address appears on invoices you send to attorneys. All fields are required:

• Street address
• City
• State
• ZIP code

Your billing address is used for invoice headers and Stripe Connect verification. Make sure it matches the address on file with your state medical board.

Attorney profile fields

Personal information

Field	Required	Description
First name	Yes	Your legal first name
Last name	Yes	Your legal last name
Email	Yes	Automatically set from your account email
Phone number	Yes	Contact phone number
Bar number	No	Your state bar number

Professional information

Field	Required	Description
Practice area	Yes	Primary area of legal practice
Law firm name	Yes	Name of your firm or solo practice
Firm address	Yes	Firm street address, city, state, ZIP
Licensed states	Yes	States where you hold an active bar license

Profile completion indicator

Your dashboard displays a profile completion percentage. A profile is considered complete when all required fields have been filled in. You cannot receive or submit intake requests until your profile reaches 100%.

Fill in optional fields like sub-specialties and hospital affiliation to make your profile stand out. Attorneys frequently use these details when choosing which expert to contact.

Updating your profile

You can update your profile at any time by returning to Settings > Profile. Changes take effect immediately. Note that changing your name or credentials will update how your name appears on invoices and case documents going forward, but will not retroactively change existing invoices.

If you change your email address, you will need to verify the new email before it becomes active. Your login credentials will also update to use the new email.

Next steps

Set Up Encryption

Create your passphrase for secure data access

Intake Form Setup

Doctors: Configure your vanity URL and intake form