THE CASE-FLOW PILOT
Small, defined, and measured.
We map your existing intake and case-handling process, configure a controlled workflow, and measure the operational friction that matters. Pilots are taken one at a time while the founding cohort is small, which is exactly why they get a founder’s full attention.
I
Apply below
Ten questions about how your office runs. No documents, no patient information, nothing sensitive.
II
The review call
Twenty minutes walking your current flow: where matters come from, where files stall, and what's worth measuring.
III
Agreements first
Business Associate Agreements are signed before anything sensitive moves. The paperwork goes in front of you before you send us a single page.
IV
A controlled workflow
Your desks configured, your people invited, your standing audit rules loaded, and a founder onboarding your office personally.
V
Measured, then decided
We measure the friction that matters: incomplete-file rates, document turnaround, audit findings, staff time, and case-stage visibility. You see the numbers and decide with them.
Nothing to prepare
Come as you are. We'll ask the questions.
Nothing to install
The desks run in the browser, and the review call is a video link.
Nothing shared
Anything you tell us about your firm or your cases stays between us.