Proactively flag treatment gaps, missing records, and upcoming appointments. Keep every case on track before gaps start costing you.
Builds a complete, always-updating picture of your client’s treatment so gaps, costs, and missed appointments surface before they hurt the case.
01
Catch Gaps Before They Cost You
Proactively flag treatment gaps, missing records, and upcoming appointments. Keep every case on track before gaps start costing you.
02
Cut Hours of Review to Minutes
Get one unified view of treatment, costs, notes, communications, and upcoming care. Updated automatically as new information comes in.
03
Stay Ahead of Missed Appointments
AI agents contact clients, confirm appointments, and flag missed treatments. Catch the 20% of missed appointments that otherwise go unnoticed.
Quick snapshot of the total treatment costs on a case along with easy tracking of any upcoming medical expenses.
Never miss a bill or record with automated tags that flag incomplete documents, or generate a full report with missing docs check.

Visual tags highlight high-value procedures, diagnostics, and treatment recommendations.

AI-drafted summaries with line-level citations so you can trust but verify in seconds.
“The interactive care timeline helps us quickly identify related treatments, track upcoming appointments, and ensure we're accounting for every aspect of our client's care.”
Savonnah Saumers
Treatment changes, missed appointments, and care concerns are flagged and emailed to you automatically.

Set the right outreach cadence with frequency, timing, and method (SMS or call) customized to every client.
Automate the routine outreach that holds up cases from claim openings, balance verification, record follow-ups, and more.
AI Agents handle client communication in English and Spanish. Translated summaries keep every case manager informed, no matter the language.

Hear a Sample Conversation
01
Case Managers
Stop Playing Catch Up
02
Attorneys
Win cases before negotiation even begins
03
Managing Partners
Scale case quality without scaling headcount