The platform

The HIPAA-compliant engine under SettleStack.

Every SettleStack deployment runs on the same core: BAA-covered infrastructure, a reasoning layer built on frontier models through Azure OpenAI, and tools purpose-built for retrieving, chasing, and reconciling documents from outside providers — with your case management on top.

Core capabilities

What every deployment ships with.

The capability layer is the same everywhere. Tenant configuration, provider directories, and workflow rules sit on top.

• Smart intake

  Drop in any PDF — a case file, a claim packet, a referral form — and SettleStack extracts the structured facts needed to start a request. No data entry, no form-filling.

• Autonomous outreach

  SettleStack drafts provider-specific requests, routes them via fax, email, or portal, and tracks every transmission to an immutable audit trail. Every outbound message is BAA-covered.

• Auto-follow-up

  SettleStack watches response deadlines and sends graduated follow-ups on its own schedule. No human reminders, no spreadsheet tracking, no missed windows.

• Inbound matching

  When documents come back, SettleStack runs OCR and matches them to the right case or claim automatically. Exceptions route to a human queue.

• Provider intelligence

  SettleStack learns which providers respond fastest, by what method, and with what quirks. That knowledge is provider contact logistics only — fax lines, response habits, formats. Your cases, clients, and documents never leave your firm's own silo.

• Auditable by design

  Every action SettleStack takes — every draft, every fax, every match — is logged with actor, timestamp, and source. Exports are discovery-ready.

Infrastructure

Built like it handles PHI — because it does.

Who uses it today

General-purpose, currently focused.

SettleStack is currently onboarding injury-led law firms. The platform underneath is general-purpose — if you run HIPAA-compliant document retrieval at scale in another industry, we'd like to hear about your workflow.