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[ LEGAL TECH ]

[ HIPAA COMPLIANT ]

Align
Case Management

HIPAA-compliant case management platform for structured settlements. Three portals, 290 hours, audit-ready from day one.

TIMELINE 8 weeks

HOURS 290 hours

STACK Laravel + Vue 3

Align broker dashboard showing a demo broker's assigned case list with status badges and priority flags

290

Total development hours

8 wks

Design to deployment

Role-based portals

100%

HIPAA compliant

[ THE CHALLENGE ]

Case management was
spreadsheet chaos

A structured settlement firm was managing cases across email, spreadsheets, and paper forms. Compliance was a constant worry — the kind of gap our medico-legal software work exists to close.

Fragmented workflows

Cases lived across email threads, Excel spreadsheets, and paper forms. No single source of truth meant constant confusion about case status.

No visibility for claimants

Claimants had no way to track their case progress. They'd call constantly asking "where's my case?", eating up broker time.

Compliance risks

No audit trails. No document security. No role-based access. One audit away from serious problems.

Broker assignment chaos

Assigning the right broker to the right case was manual guesswork. Specializations weren't tracked. Cases fell through the cracks.

[ THE SOLUTION ]

Three portals, one source of truth

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.

Client Portal

Claimants can submit cases, upload documents, track status, and message their broker, all in one place.

›Multi-step case submission wizard
›Drag-and-drop document uploads (50MB+)
›Real-time case status tracking
›Secure messaging with assigned broker
›Email notifications for updates

Broker Portal

Brokers manage their assigned cases with full visibility into documents, notes, and client communication.

›Dashboard with assigned cases
›Tabbed case view (Info / Notes / Files / Messages)
›Internal notes (hidden from clients)
›Document upload and download
›Priority flags and deadline tracking

Admin Portal

Full oversight of all cases, users, and system activity with detailed audit logs.

›View all active and archived cases
›User management (create/edit/delete)
›Broker assignment and reassignment
›Complete audit log viewer
›Platform-wide reports and metrics

[ SEE IT WORK ]

A case, start to finish

One flow, one recording: a case comes in, gets assigned to a broker, the claimant checks status themselves, and the audit log shows the full trail.

Coming soon

Case walkthrough

Intake → broker assignment → claimant self-service status → audit trail. Full video in progress.

[ COMPLIANCE ]

HIPAA-ready from day one

Compliance is architecture, not afterthought. Every decision was made with HIPAA requirements as a hard constraint.

Encryption at rest

All documents stored in AWS S3 with server-side encryption. Sensitive data never exposed.

Encryption in transit

HTTPS everywhere with SSL certificates. All data encrypted between client and server.

Audit logging

Every action logged with user, timestamp, and metadata. Complete audit trail for compliance reviews.

Role-based access

Strict permission boundaries. Clients see only their cases. Brokers see only assigned cases.

No PHI in emails

Email notifications contain no protected health information. Just links back to the secure portal.

Session timeouts

Automatic session expiration and activity logging for security compliance.

Styled excerpt of Align's append-only audit log, showing timestamp, user, action, and resource for a demo case — What "zero audit failures" actually looks like — a real excerpt format, demo data.

[ RESULTS ]

From chaos to clarity in 8 weeks

Days → Hours

Case intake time

Multi-step wizard captures all required information upfront. No more back-and-forth emails asking for missing details.

Zero

Audit failures

Complete audit trail from day one. Every login, upload, message, and status change logged with timestamp and user ID.

Self-Service

Claimant status checks

Claimants track their own case progress. No more "where's my case?" calls tying up broker time.

3 Portals

Delivered

Client, broker, and admin, each with a tailored dashboard. Right information for the right role, nothing more.

★★★★★

“Everything was done professionally, with efficient and fast communication, unconditional availability, kindness and professionalism.”

Goran Dojčinović

Lawyer, Dojčinović Law Office

Client review · related engagement · Verified review · Clutch, 5.0

[ FAQ ]

Align — frequently asked

How long does a build like this take?

Align shipped in 8 weeks, design through deployment. A three-portal platform is toward the larger end — a single-portal tool can land faster. We scope the real timeline on the first call, not after a paid discovery phase.

What does a platform like this cost?

It depends on scope, so there's no fixed number here — every engagement is priced per firm after we understand the workflow. What we can tell you: it's scoped and quoted before any work starts, no surprise invoices mid-build.

How is HIPAA actually handled?

Encryption at rest (AWS S3, server-side) and in transit (HTTPS/SSL throughout), role-based access so clients only see their own cases, no PHI in email notifications, automatic session timeouts, and a complete audit log of every login, upload, message, and status change. Compliance is an architecture decision made on day one, not a checklist added at the end.

Who owns the code?

You do — full source, no licensing fees, no vendor lock-in. It's your platform to extend, host, or hand to another team if you ever choose to.

Can we start smaller than a full three-portal build?

Yes. Align happened to need client, broker, and admin portals from day one, but plenty of engagements start with a single portal or a narrower workflow and expand later. We scope to what your firm actually needs first.

Still have questions?

Talk with a friendly expert

[ GET STARTED ]

Building in legal tech or healthcare?

Let's discuss how we can build a HIPAA-compliant platform for your workflow, fast, focused, audit-ready. Want something like this for your firm? See our case management software or medico-legal platform services.

Book a Strategy Call

Align
Case Management