Frequently Asked Questions

A single end-to-end process with a defined trigger, a defined completion state, and one system of record. For example: a new lead arrives, gets qualified, gets contacted, is either booked or declined, and the outcome is logged. That is one workflow. Monitoring cases for treatment gaps is a different workflow, because it starts and finishes in a different place. We name the three we are building in writing before any work begins, so there is no argument later about what was included.

No. We build on top of what you already run, whether that is Litify, Filevine, Salesforce or something else. Replacing a case management system is a year of disruption and we are not asking you to do it. What we usually find is that firms are using a fraction of what they already pay for, and part of the audit is identifying that.

The first workflow goes live within 30 days of us receiving system access and sign-off on scope. All three are targeted within 90 days. If the agreed workflows are not live within 90 days, we continue implementation at no additional professional-services fee until they are.

Records processing always includes a human review step. We will sign a Business Associate Agreement, and we provide written documentation of our data flow, storage locations, retention policy and subprocessor list before any engagement begins. If you want that documentation before a first conversation, ask and we will send it.

No. The work we automate is the repetitive part: chasing records, logging updates, catching files that have gone quiet, first-response on new leads. Your case managers keep doing the judgement work, with more capacity to do it. Firms we work with are usually trying to handle more cases without adding headcount, not trying to reduce the team they have.

Then we tell you. The audit is deliberately structured so you carry almost no risk: you keep the written findings whether or not you work with us again, and if we cannot identify at least three quantified operational problems, you pay nothing. Sometimes the honest answer is that a firm needs another case manager rather than automation, and we would rather say that than sell you a build you do not need.

Typically firms with 8 to 40 attorneys. Below that, the operational overhead usually is not large enough to justify the investment and you are better served by fixing process before automating it. Well above that, firms often have internal technology teams and different requirements. If you are near either edge, the 30-minute call will tell us quickly.

Our engineering and operations team is in Pakistan, and we work US hours with our clients. Practically, that means you get senior engineering attention at a cost a US-based team could not match, and the trade-off is a time-zone overlap we manage deliberately rather than pretend does not exist. We work with US personal injury firms and build around US systems and requirements.