Group 01 Intake & Lifecycle

Capture every case. Track every interaction.

From the first referral phone call to the final settlement disbursement — agents that own the patient and case lifecycle end-to-end, with structured data the rest of the platform can act on.

Intake

Intake Agent

Standardizes referrals from fax, portal, email, and phone into a clean case record. Verifies demographics, captures injury date and accident details, and triggers the right downstream workflow.

A–Z Tracking

Case Lifecycle Agent

Maintains a real-time timeline of every encounter, document, lien, payment, and milestone — from sign-up to settlement — across attorneys, providers, and pharmacy partners.

Conversational

Conversational Data Agent

Ask any question about a patient's lifecycle in plain English — visits, charges, denials, lien status — and get a sourced, fully detailed summary with the supporting timeline attached.

Group 02 Billing & Revenue

Code clean. Submit clean. Reconcile clean.

The agents that touch every dollar — from charge capture to EOB posting. Built around payer-specific rules, lien workflows, and the realities of personal injury billing.

Pre-bill

Charge Audit Agent

Scans every charge against the latest payer fee schedule, modifier rules, and bundling logic. Flags under-coding, duplicate charges, and missed line items before the claim leaves your shop.

Reconciliation

EOB Reconciliation Agent

Reads every EOB line item, matches it to the originating claim, and writes back posting, adjustments, and denial reasons. No spreadsheets. No re-keying. Full audit trail.

Predictive

Claim Intelligence Agent

Predicts denial likelihood per claim, identifies aging risk, and recommends the highest-yield next action across your pipeline — with reasoning that reviewers can audit.

Pharmacy

Pharmacy Billing Agent

Specialty injury-care pharmacy billing with NDC validation, lien-aware workflows, and reconciliation against payer remits — including DEA-controlled and PIP-funded claims.

Group 03 Clinical & Compliance

Compliant by default. Clinical-grade by design.

Agents that read clinical content, monitor regulatory thresholds, and keep every patient communication HIPAA-compliant — across the lawyer, provider, and pharmacy stack.

Clinical

Chart Note Summarization

Reads provider chart notes — handwritten, scanned, or structured — and produces clean clinical summaries with diagnoses, treatments, and progression notes ready for the case file.

Compliance

MME Compliance Agent

Continuously monitors morphine milligram equivalents per patient. Surfaces threshold risk before the prescription is filled, with a complete audit trail of every monitoring decision.

Communication

HIPAA Messaging Agent

Sends compliant updates to lawyers, providers, and patients. Every message is encrypted, logged, and traced — covering case milestones, missed appointments, and payment communications.

Group 04 Intelligence & Alerts

The agents that watch so you don't have to.

Continuous research, document processing, and rule-based alerting that fire the moment something needs attention — to the right person, on the right channel.

Research

Fee Schedule Research Agent

Continuously monitors payer websites, CMS releases, and state regulations. Detects changes to fee schedules and CPT rules — and updates your billing logic before a claim goes wrong.

Documents

Document Management Agent

Ingests medical records, bills, lien letters, and EOBs. Classifies, extracts structured data, and routes every artifact to the right place in the case file — featured in our home demo.

Alerts

Trigger-Based Alerting Agent

A configurable rules engine. Over-MME, missed appointment, lien hot, denial received, payment posted — route the right alert to attorneys, providers, or pharmacy ops in real time.

Custom builds welcome

Don't see the agent you need?
We build to your workflow.

Every operation has a workflow nobody else has solved. Bring us yours — we'll scope, build, and deploy a custom agent in weeks, not quarters.