Start every new client from facts, not a paper pile.
For care managers, daily money managers and billing advocates. Send a client's visit notes, discharge papers, medication lists, Medicare statements and bills. In 2 business days you get a date-ordered binder where every line cites its page, ready for your review.
What you get for each client
- A timeline of visits, stays and tests across every provider, each entry with its page number.
- Medication lists side by side (discharge, primary care, pharmacy). Disagreements are quoted word for word as questions for the prescriber.
- Bills checked against Medicare. Each provider bill is matched to its Medicare Summary Notice claim, and amounts above "maximum you may be billed" are flagged with both pages. Denied claims show the first-level appeal deadline, worked out from the cited CMS rule.
- Follow-ups the records mention (labs, return visits, referrals) as a task list.
- A draft billing-office letter when a bill looks too high, marked NOT SENT. For denied claims, the facts the official appeal form asks for, with page cites and a link to the form.
- Misfiled pages from other patients, flagged and left out.
It's an organizing tool, not clinical, legal or financial judgment. You and your client decide what to do with it.
Price (founding)
Client binder
per client, up to 300 pages, with one free update within 30 days. Built for care managers' new-client assessments.
Practice plan: $249/month for 3 new client binders a month, plus updates for active clients as new papers arrive.
Bill check
per client: bills matched to Medicare and plan notices, over-the-maximum flags, appeal deadlines and facts, a draft billing-office letter, and the cited binder. Built for daily money managers and billing advocates.
Ongoing: $29 per client per month to check new bills and notices as they arrive.
Your first client is $49, whichever you choose, with a full refund if it isn't useful. Cancel monthly plans any time.
Full refund within 14 days if it doesn't help; cancel monthly plans any time. Refunds and billing questions
How records are handled
- You accept a one-page professional agreement and confirm you hold your client's written authorization (or their legal representative's) to share the records with us for this purpose. We can send a one-page template.
- Upload through a secure Dropbox link made for your client (no account needed), or send a share link from your own secure storage. Please don't email records as attachments.
- Records are used only to prepare your client's binder. They're never sold and never used for ads or AI training, and these pages have no trackers.
- Handled by Nick, the founder, with Dropbox, Google Workspace, Anthropic (Claude API; its business terms bar training on our data) and Stripe.
- Files and working copies are deleted within 7 days of delivery, and we confirm it in writing.
- We don't sign HIPAA business associate agreements, so we can't work with HIPAA covered entities: for example, practices that bill Medicare, Medicaid or an insurer electronically for their services. We also can't take records sent on behalf of one. Private-pay practices working under the client's own authorization are who this is for.
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