Now Accepting Applications · 2026 Cohort

Apply for the Strategic Pilot Program.

One hundred 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.

100
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
Just exploring? Request a regular demo instead
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 hours You'll receive a confirmation email from a real person on our team — not an autoresponder.
  2. 02
    Within 14 days If your institution is a strong fit, we'll schedule a 30-minute conversation to learn more about your goals.
  3. 03
    If selected We'll begin implementation planning together — data migration, SSO, training. No hidden steps.
In the meantime, read our security overview or return home.