Flagship CRMThe public-adjusting claim OS — where reusable capabilities are born.
Programs SuiteIndustry operating systems on the shared platform — each a complete, self-contained OS for its trade.
Verdict
A case-lifecycle OS for plaintiff-side and small firms — lead-to-retainer, medical-record & lien tracking, AI demand packages, negotiation, and IOLTA-compliant disbursement, with a statute-of-limitations clock that never sleeps.
- Intake pipeline + speed-to-sign
- Matter lifecycle cockpit
- Statute-of-limitations board
- Medical-records chase engine
- Treatment & special-damages ledger
- Lien & subrogation tracker
GreaseBook
The operating system for independent auto-repair shops — turn a complaint and a VIN into an inspection, an approved estimate, a scheduled bay, ordered parts, and a paid invoice, closing the loop from digital inspection to declined-work follow-up so no repair-order revenue leaks.
- VIN-decoded repair order
- Digital vehicle inspection (photo/video)
- Labor-guide estimate builder
- Text-to-approve estimates
- Bay & tech scheduling board
- Parts ordering & core tracking
BuildLine
A general contractor's whole job lifecycle on one record — estimate, schedule, subs, change orders, RFIs, daily logs, and draws — so the crew stops re-keying and the office always knows margin-to-date and who owes what.
- Estimate + digital takeoff
- Bid leveling board
- Job cost ledger (budget vs actual)
- Change order engine
- Gantt schedule + weather shift
- Subcontractor & compliance vault
Hearthline
The operating system for home-care and home-health agencies — match caregivers to clients, capture EVV-compliant visits from the field, keep care plans and clinical docs audit-ready, and turn completed visits into clean Medicaid, LTC-insurance, and private-pay claims without leakage.
- Care plan builder + POC authoring
- Caregiver-client matching board
- Master schedule + shift fill
- EVV visit capture (clock-in/out)
- Electronic visit note + eMAR
- Credential & compliance vault
Relay
The operations brain for same-day courier and delivery firms — one live board where orders land, auto-assign to the nearest driver, route themselves, and settle into invoices, with proof-of-delivery and SLA clocks on every job.
- Live dispatch board
- Order intake + quote
- Auto-assign engine
- Multi-stop route optimizer
- Live fleet map
- Driver mobile app + PWA
TrueTech
The operating system for HVAC, plumbing, electrical, and appliance-repair shops — first call through dispatch, diagnosis, on-site quoting, and payment. Turn a photo of a rusted condenser into a priced, membership-aware quote a homeowner approves on the tech's tablet in the driveway.
- Dispatch board (drag-drop day view)
- Call-to-booking intake
- Equipment history vault
- On-site AI diagnosis + photo quoting
- Flat-rate good/better/best price book
- Memberships & maintenance plans
Haulyx
The operating system for freight brokers and carriers — run every load from quote to settlement, vet and monitor carriers against fraud and double-brokering, and defend margin with live spot-rate intelligence and automatic accessorial capture. One load record, rate con to invoice.
- Load lifecycle board (quote → cash)
- AI rate-con & POD intake
- Carrier vetting & onboarding
- Spot-rate margin cockpit
- Load posting to boards
- Carrier & driver check-call tracker
ScrapYard OS
A yard operating system for ferrous, non-ferrous, and auto-salvage recyclers that runs the scale house end to end — inbound grading, live-index pricing, ISRI-grade AI material ID, regulated-seller compliance holds, and margin per net ton — so a load is settled, paid, and audit-ready in one pass.
- Scale-house ticket capture
- AI grade-and-tag off the dump-photo
- Live commodity pricing board
- Regulated-seller compliance hold
- Payout ledger (cash/check/ACH)
- Auto-salvage VIN & parts explosion
Counter
The operating system for the independent storefront that also sells online — unify POS, inventory, purchasing, and the webstore into one live stock ledger so an owner never oversells, never re-keys, and always knows what to reorder.
- Unified stock ledger
- Fast counter POS (offline mode)
- Omni-channel listing manager
- Purchase orders & receiving
- Reorder-point autopilot
- Variant & matrix catalog
Insight Radar
A protective-intelligence platform: continuously scan open, social, and dark-web sources for threats to a principal, executive, or brand — screening adverse media, doxxing exposure, and escalating chatter — then turn raw signals into corroborated, analyst-ready protective intelligence.
- Threat & mention monitoring
- Executive & VIP protection profiles
- Social + deep/dark-web scanning
- Adverse-media & sanctions screening
- Doxxing & PII exposure monitor
- Entity link analysis
Balance
The operating system for a CPA or bookkeeping firm — every client's books on one hierarchical record: bank feeds auto-categorize through a cascading rules → patterns → vector → LLM engine, reconciliation runs itself and surfaces only the exceptions, and the month-end close becomes a firm-wide board instead of a per-client scramble — with IRC §7216 consent gates and IRS Pub 4557 safeguards wired into the data path so AI is a shield, not a liability.
- Client roster (firm → entity → end-user)
- Bank-feed intake & transaction inbox
- Cascading auto-categorization (rules → ML → vector → LLM)
- AI document intake (receipts/invoices → line items)
- Autonomous bank reconciliation + exception queue
- Firm-wide month-end close board
Municipal SuiteThe civic operating system — permitting, 311, code, public works, utilities, court, procurement, finance & clerk — the government side the industry OSes transact with.
Cornerstone
The operating system for a municipal permitting, licensing, and plan-review department — a guided public application becomes a routed, reviewed, inspected, and issued record while a statutory shot-clock runs on every step. The clean front door the industry OSes transact with to build, license, and operate in the jurisdiction.
- Permit & license intake console
- Guided application builder (public portal)
- Plan review workbench
- Statutory shot-clock & SLA board
- Inspection scheduling & route board
- Inspector field app (offline)
CityLine
The operating system for a municipality's 311 / citizen-services desk — every non-emergency request across phone, app, web, SMS and social is geolocated, de-duplicated, routed to the right department with an SLA clock, and tracked until the resident's case is resolved.
- Omni-channel intake console
- Map-first request board
- Duplicate & cluster resolver
- Service catalog & routing rules
- SLA & deadline board
- Case workspace
Cite
The department system of record for code enforcement — complaint intake, field inspections, notices and citations, abatement, liens and hearings all on one parcel-tied case. Turns a resident photo or a 311 call into a due-process-clean case that survives appeal and becomes a collectible lien.
- Complaint intake queue
- Case lifecycle cockpit
- Parcel & responsible-party file
- Inspection scheduling & routes
- Mobile field inspection (offline)
- Notices & citations generator
Groundwork
The operating system for a public-works department — a live GIS inventory of every road, sign, pipe, hydrant, culvert and fleet vehicle driving preventive maintenance, resident requests, dispatched work orders, 811 locates and capital projects on one record so nothing falls through a pothole.
- Asset & GIS inventory map
- Work-order board
- 311 / resident service requests
- Preventive-maintenance scheduler
- Crew & timesheet dispatch
- 811 locate ticket manager
Wellspring
The system of record for a municipal utility — water, sewer, stormwater and refuse — running the full meter-to-cash lifecycle: AMI reads, rate/tier calculation, billing, payments, delinquency and shutoff, service orders, and a self-service resident portal, rate-fair and ordinance-defensible.
- Account & premise ledger
- Meter & AMI read console
- Rate & tier designer
- Billing cycle runner
- Payments & cashiering
- Delinquency & shutoff board
Gavel
The operating system a municipal court runs on — every traffic, parking, and code citation from e-filed charge through arraignment, plea, judgment, payment plan and collections, with clerk, judge, prosecutor and defendant on one case record and fines, fees, warrants and deadlines computed as data.
- Case intake & e-filing desk
- Docket & calendar manager
- Arraignment & plea console
- Fines, costs & fee assessor
- Payment plans & cashiering
- Warrant & compliance ledger
ProcureHall
The operating system for a municipal purchasing department — the full source-to-contract lifecycle (RFP/RFQ/IFB drafting and posting, vendor registration, sealed e-bidding, evaluation, award, protest handling, contract and PO management, MWBE/DBE tracking) on one tamper-evident, open-records-clean record.
- Solicitation builder & calendar
- Public bid portal (vendor-facing)
- Vendor registration & prequalification
- Sealed e-bidding & bid-opening room
- Bid tabulation & responsiveness review
- Evaluation & scoring committee room
Ledger
The system of record for local-government revenue and money — parcel assessment, the tax roll, billing and collections, exemptions and appeals, business tax, fund-accounting GL, and the transparency checkbook — closing the loop from "what is this property worth" to "the money is booked to the right fund," on a statutory clock.
- Parcel & assessment roll
- Mass appraisal & reval workbench
- Tax roll certification & levy calculator
- Billing & installment runs
- Collections & cashiering
- Exemptions & abatements
Quorum
The system of record for the office of the municipal clerk — the full legislative lifecycle from agenda to signed ordinance, open-meeting live-streams with statutory notice and minutes, and public-records (FOIA) requests, board appointments and clerk-issued licenses as deadline-governed, auditable workflows.
- Agenda builder & packet assembler
- Legislation & ordinance lifecycle
- Live meeting console (roll call, votes)
- Minutes drafting & approval
- Open-meetings notice & live-stream
- Public records (FOIA) request desk