Protected Storage
Encrypted application databases and stored originals.
Explore the controls available in the workspace and the responsibilities that stay with your practice.
Disability casework deserves care at every step. Explore the controls behind the workspace and the responsibilities that stay with your firm.
Read Our Privacy NoticeEncrypted application databases and stored originals.
Firm, role, and case permissions shape who can see and act.
Source references and activity history support review.
AI-assisted drafts require professional review.
Currently a preview. Production readiness and provider agreements require review for each firm. No HIPAA or SOC 2 certification is claimed.
Want to see how it fits your practice?
Both. Firms coordinate casework in their workspace, while invited clients use a focused portal for updates, intake, documents, and messages.
Yes. The client portal is a responsive web experience. Clients use the access link provided by their firm; a separate app-store download is not required.
Your request is saved for the platform team to review and coordinate a walkthrough. A date is not reserved automatically. You receive a request reference on screen.
No. Your firm remains responsible for advice, evidence review, filings, and deadlines. The software does not guarantee a benefit outcome or file claims automatically.
Use the private access link from your firm, or open Client & Firm Sign In. For an update on your claim, contact your representing firm. The public demo form is for product inquiries. Go To Sign In →
Let’s walk through the communication and casework your practice handles every day.