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Now Accepting Applications

Apply for the Strategic Pilot Program.

Ten institutions. Six months. No cost. Tell us about your team, your current process, and why this work matters to you. We review applications on a rolling basis and respond within two weeks.

What's Included

A real partnership, not a trial.

  • 01

    Full platform access

    Every module, every feature. Same software our paying customers run. No tier limits.

  • 02

    Hands-on implementation

    Data migration, SSO setup, workflow configuration, staff training — on-site or remote.

  • 03

    Six months of dedicated support

    A dedicated success manager, priority response, and quarterly performance reviews to refine workflows.

  • 04

    Yours to keep

    Records, workflows, and configuration exported in standard formats at the end of the pilot. No data lock-in.

  • 05

    Founding-partner pricing

    A preferential rate, locked in for your first full term, if you choose to continue after the pilot.

  • 06

    A voice in the roadmap

    Direct input into features and module priorities. What you need from this work helps shape what we build next.

10
Institutions in cohort
6
Months · no cost
Pilot Program Application

Tell us about your institution and team.

About you
About your institution
About your case management today
Application received

Welcome aboard. Your application is in.

Thank you for stepping forward to do this work better. We read every application personally and will respond within two weeks — whatever the outcome.

  1. 01
    Within 24 hoursYou'll receive a confirmation email from a real person on our team — not an autoresponder.
  2. 02
    Within 14 daysIf your institution is a strong fit, we'll schedule a 30-minute conversation to learn more about your goals.
  3. 03
    If selectedWe'll begin implementation planning together — data migration, SSO, training. No hidden steps.