Align
From email chaos to HIPAA-compliant case management in 8 weeks.
Client:
Align
Year:
2025
Industry:
Legal Tech & HIPAA Compliance
Duration:
8 Weeks (2 Weeks Design, 6 Weeks Development)
Services:
The Problem
Structured settlement firms were managing sensitive case workflows across fragmented tools:
Email chains with no audit trail
Spreadsheets for tracking case status
Paper forms for intake
Unencrypted 50MB+ documents exchanged over email
No secure broker-client messaging
No visibility for clients or administrators
Compliance risk across HIPAA, PHI handling, and data retention
The result: cases moved slowly, communication was opaque, and compliance became a liability instead of a feature.
Solution
A role-based case management platform with tailored workflows for Clients, Brokers, and Administrators.
Feature
How It Works
Case Intake Wizard
Multi-step submission wizard w/ drag-and-drop uploads (50MB+)
Client Portal
Track case progress, submit files, secure messaging w/ assigned broker
Broker Portal
Assigned case dashboard + tabbed views (Info / Notes / Files / Messages)
Admin Portal
Oversight tools for users, cases, analytics, assignment, and audit logs
Conclusion:
Align transformed structured settlement workflows from fragmented email exchanges into a centralized, role-aware, compliance-ready case management platform. By combining secure messaging, encrypted document handling, audit trails, and real-time transparency, Align elevated both operational efficiency and regulatory readiness. The result is a modern legal workflow that treats compliance as an architectural foundation — not an afterthought.