Fragmented Workflows
Cases lived across email threads, Excel spreadsheets, and paper forms. No single source of truth meant constant confusion about case status.
HIPAA-compliant case management platform for structured settlements. Three portals, 290 hours, audit-ready from day one.
A structured settlement firm was managing cases across email, spreadsheets, and paper forms. Compliance was a constant worry.
Cases lived across email threads, Excel spreadsheets, and paper forms. No single source of truth meant constant confusion about case status.
Claimants had no way to track their case progress. They'd call constantly asking "where's my case?" — eating up broker time.
No audit trails. No document security. No role-based access. One audit away from serious problems.
Assigning the right broker to the right case was manual guesswork. Specializations weren't tracked. Cases fell through the cracks.
We built Align as a role-based case management platform where clients, brokers, and admins each have their own tailored experience — all connected to a central, audit-ready system.
Claimants can submit cases, upload documents, track status, and message their broker — all in one place.
Brokers manage their assigned cases with full visibility into documents, notes, and client communication.
Full oversight of all cases, users, and system activity with detailed audit logs.
All documents stored in AWS S3 with server-side encryption. Sensitive data never exposed.
HTTPS everywhere with SSL certificates. All data encrypted between client and server.
Every action logged with user, timestamp, and metadata. Complete audit trail for compliance reviews.
Strict permission boundaries. Clients see only their cases. Brokers see only assigned cases.
Email notifications contain no protected health information. Just links back to the secure portal.
Automatic session expiration and activity logging for security compliance.
Multi-step wizard captures all required information upfront. No more back-and-forth emails asking for missing details.
Complete audit trail from day one. Every login, upload, message, and status change logged with timestamp and user ID.
Claimants track their own case progress. No more "where's my case?" calls. Self-service reduces broker workload.
Client, broker, and admin — each with a tailored dashboard. Right information for the right role, nothing more.
Let's discuss how we can build a HIPAA-compliant platform for your workflow — fast, focused, audit-ready.