Getting started
How long does it take to go live?
Most workflows are live within days, not weeks. We work directly with your team to encode your rules and processes, then ship a configurable automation you can monitor and tune from day one.
What kinds of workflows are a good fit?
Anything document-heavy, rules-based, and high-volume: prior authorization, intake, claim submission, document triage, renewals, status checks.
How does pricing work?
We price by workflow and volume. Reach out and we'll put together a quote based on what you want automated and how much you process.
Compliance & integrations
Is Docflow HIPAA compliant?
Yes. HIPAA compliance is the foundation of the platform, including BAAs, encryption at rest and in transit, audit logging, and least-privilege access.
Does Docflow have a SOC 2 report?
Yes. Docflow received a SOC 2® Type 1 report on its security controls from Prescient Assurance in October 2026. We share the full report under NDA on request.
How does Docflow integrate with our existing systems?
Docflow connects to the systems your team uses today: your billing software (Brightree and others), payer portals, email, fax, document storage. If your team can do it manually, Docflow can do it.
Operations
What happens when a payer changes their portal or rules?
Our team monitors the workflows and adapts them. Because each workflow is encoded as auditable code, updates are fast and you can see exactly what changed.
Can we scale capacity for surges?
Yes. Capacity is elastic: dial up at month end, dial back down after. No overtime, no extra hires.
Start automating your back office today.
Pick the work that takes your team the most time. We'll show you Docflow doing it in a demo, then go live with a 30-day pilot.
This is how you try Docflow: a 30-day pilot, fully refundable if you're not satisfied.
Reserve your start week.
HIPAA compliant
SOC 2® Type 1Always on, always improving