Customized to your agency and run under your brand, with AI agents as first-class users from day one. You pay a simple fee per file.
Clients and client hierarchies, packages and pricing, orders, billing, credentialing, provider routing, audit trails and access reviews.
Disclosure, consent and intake that work on a phone.
AI agents are first-class users of the platform, not an add-on. MCP, scoped API keys and machine payments are built in.
Which rules apply, where, and what comes next. Guidance, not legal advice.
Existing connectors from day 1. A new connector in 7 days with a letter of intent (LOI).
Import your existing configuration. Export your production data in a canonical format.
We’re building the platform with a working CRA’s team, one request at a time. Here’s some of what their requests have shaped so far.
Employment history
Your latest changes stay with your application.
Save status tells the truth from the first field to submit, and a late response can never overwrite a newer answer.
Disclosure
Read the disclosure. Continue to authorization.
The hosted consent and screening flow is laid out for phones, and a Continue tap can never submit consent by accident.
| Client | Billing code |
|---|---|
| Example client | NORTH-001 |
Give each client an optional billing code, unique within your agency, so invoices line up with your books.
Confirm package assignment
Replaces the current negotiated price.
Assigning a package shows the version and price before it takes effect, including when it replaces a negotiated price.
Keep control of the work. And the economics.
Price falls below known costs.
Pricebook publication also checks configured floors.
Set client pricing and package selling prices. Review the effective price before a package assignment takes effect.
Provider routing and adapters let us connect your sources. Each source needs supported coverage, credentials and certification before it can run.
Package pricing shows known costs and estimated margin, and warns when a price falls below known costs. Pricebook publication also checks configured floors. Variable or incomplete costs remain visible.
Use deterministic evaluation for supported rules, with human review where your workflow or the result requires it. Missing coverage and unresolved exceptions stay visible.
The compliance matrix applies encoded rules with legal source references. The guidance agent helps your team understand them; your employer client makes the hiring decision. Guidance, not legal advice.
Save-state checks, separate consent and submit actions, and versioned pricing confirmations help catch mistakes before they move downstream.
FCRA workflows are built in:
The AI compliance guidance agent helps your team apply the right rules. It gives guidance, not legal advice, and legal interpretation still belongs with legal counsel. Your employer client makes the hiring decision.
Audit trails and access reviews are part of the platform. Detailed security questionnaires and review materials are handled during your review.
The beta opens October 2026. We walk through pricing and terms on your partner call.