Platform Capabilities

Everything you need to manage medical liens

From case intake to lien resolution, LienOS provides the tools every stakeholder needs — with the access control that medical finance demands.

Servicer Dashboard

Platform-wide visibility and control

The servicer dashboard is your command center. See every case, every organization, and every dollar moving through the platform. Track revenue, monitor case velocity, and identify bottlenecks before they become problems.

  • Cross-organization case and revenue analytics
  • Provider performance and billing trend tracking
  • Organization onboarding and user management
  • Batch operations for high-volume servicing
Total Revenue
$3.2M
+18% QoQ
Active Orgs
52
4 pending
Case Volume (6mo)
JanFebMarAprMayJunJulAug
Case #2024-0847 Active Treatment
PatientJ.M.
AttorneyDavis & Associates
Total Billed$47,250
MRI report uploaded
2h ago
Lien #003 generated
5h ago
Funding review initiated
1d ago
Case Management

Full lifecycle case tracking

Manage the entire case journey from the moment a patient is referred through treatment, lien generation, funding, settlement, and final resolution. Every event is captured in an immutable audit trail.

  • Patient and insurance information management
  • Chronological timeline with full audit history
  • Document management with role-based access flags
  • Multi-organization case association and collaboration
Deal Desk

Pipeline management built for lien funding

Track every deal from inbox to funded. Review cases pending underwriting, manage batch funding operations, and monitor your portfolio performance — all from a single interface designed for capital deployment.

  • Kanban-style pipeline: inbox → underwriting → funded → completed
  • Batch and per-case funding models
  • Buy-side and sell-side deal tracking
  • Vintage analysis and portfolio-level reporting
Funding Pipeline
12
Inbox
8
Review
5
Underwriting
89
Funded
This Month +$420K funded
72% of monthly target
Risk Assessment AI-Powered
Case Viability High
Settlement Estimate $125K – $180K
Document Completeness 92%
Underwriting

Data-driven funding decisions

Review cases with structured risk assessment data, configurable underwriting rules, and AI-powered settlement estimation. Every metric you need to make confident funding decisions, in one place.

  • Structured risk assessment queue
  • AI settlement estimation with confidence scoring
  • Automated document verification
  • Configurable underwriting criteria and rules
Multi-Portal Architecture

One platform, four perspectives

Every stakeholder gets a tailored experience with precise data isolation. You see exactly what you need — and nothing you shouldn't.

Law Firm Portal

Case referrals, lien tracking, settlement management, and demand package generation.

Funder Portal

Deal review, portfolio management, batch operations, and vintage analysis.

Provider Portal

Bill submission, payment tracking, document upload, and lien status monitoring.

Admin Portal

Platform-wide configuration, user management, organization onboarding, and system analytics.

Security & Compliance

Enterprise-grade security by default

Built from day one with medical data protection in mind. Every layer of the platform enforces the access controls, encryption, and audit trails that healthcare finance requires.

Role-Based Access
Organization-level data isolation with field-level filtering
Audit Logging
Append-only, immutable logs for every write operation
Encryption
AES-256 at rest, TLS 1.3 in transit, column-level PII encryption
HIPAA-Ready
Architecture designed for HIPAA compliance requirements
SOC 2 Type II
HIPAA Compliant
All data encrypted at rest (AES-256)
TLS 1.3 encryption in transit
7-year audit log retention
Daily automated backups with point-in-time recovery

See LienOS in action

Schedule a personalized demo and see how LienOS can transform your lien management operations.