Product · PracticeX — Practice Command Center

The whole portfolio.
Structured, searchable, and awake.

A guided tour of what ships in the Phase 1 Starter, what's in the Pro intelligence layer, and how the roadmap unfolds from visibility into a negotiation copilot. No CLM jargon. No imaginary features.

One home for every signed agreement.

PracticeX accepts what your practice already has: PDFs, scanned contracts, DOCX exports, phone photos of a signed page. Everything normalizes into a structured record — payer, vendor, lease, employee, processor — that you can trust.

Drag-and-drop bulk ingestWe auto-classify by counterparty and contract type on upload. You can override any classification with one click.

Shared-drive connectorsGoogle Drive and SharePoint folder watchers pull new files automatically. No FTP, no manual re-uploads.

Original always preservedThe source PDF is never rewritten. The structured record sits alongside it, linked clause-by-clause.

Facility-scoped workspaceRoll up across a 10-location group or stay inside a single ASC. Permissions flow from facility membership.

AI reads the contract. You keep the gavel.

Every contract that enters the system gets extracted into structured fields with per-field confidence scoring. High-confidence values flow straight into your record. Anything ambiguous lands in a review queue — no term goes live without a human confirming.

Source-linked extractionEvery extracted field cites the exact page and clause it came from. No black-box AI.

Confidence-gated automationHigh confidence auto-approves. Medium routes to review. Low must be confirmed by a named human.

Per-type field schemasPayer fields differ from lease fields differ from employee fields. The schema adapts to the contract type.

Auditable correctionsEvery manual edit is logged with reviewer, timestamp, and prior value. Regulators, board members, and future-you will thank us.

Deadlines that find you — not the other way around.

A notice window you miss is a notice window you lose. PracticeX puts every effective date, termination date, auto-renewal trigger, and fee-schedule refresh on one calendar, with configurable lead times per contract type.

Rolling 90/180/365 dashboardDefault views for the next quarter, half, and full year. Filter by facility, type, owner, or value tier.

Configurable lead timesDefault 90-day lead on payer notice windows, 180 on leases, 30 on vendors — override per contract.

Owner-assigned tasksContracts without owners surface on the exception list. Unacknowledged tasks escalate after 7 days.

Monday digest emailWhat renews, what needs attention, what's overdue — one message per week, one per role.

Any clause. Any counterparty. Three seconds.

Search blends full-text across OCR'd document bodies with structured filters on extracted fields. Saved views let your team build its own common slices — "Unowned," "High-value payer renewals," "Needs review."

⌘K command paletteType anywhere in the app. Search results show both the field match and the clause-level document match.

Field + content hybrid searchFind by extracted value (effective date in range) and by clause text ("without cause termination"), in the same query.

Per-owner accountabilityEvery contract has exactly one primary owner. Handoffs are logged. "Unowned" is a view, not a condition.

Audit-ready exportsRenewal calendar, contract summary, and (Pro) negotiation prep packs as PDF or CSV.

The money hiding in your payer mix.

Pro layers reimbursement intelligence on top of the same contracts. See which payers are underpricing you, which facilities are out of market, and which renewals deserve a real negotiation — not a rubber stamp.

Rate visibilityTop CPT codes, top payers, side-by-side. Variance against regional and specialty comparables in one view.

Facility varianceSame code, different money. Surface when one of your facilities is leaving revenue on the table.

Amendment lineageEvery amendment mapped to the terms it changed. See the drift over time, not just today's state.

Renewal prep packsA one-click brief: what to ask for, what to concede, what the counterparty already agreed to elsewhere in the market.

Roadmap

From visibility to intelligence to a copilot. Each phase builds on the same contract base.

Phase 1 · 2026

Shipping

Visibility. The Starter tier.

The wedge. Repository, extraction, search, renewals, ownership, audit trail, multi-facility portfolio, alerts, weekly digests. Everything above.

Repository + auto-classification
AI extraction with confidence scoring
Renewal calendar + notice tracking
⌘K search + saved views
Owner assignment + escalation
Facility-scoped permissions
Audit trail + exports
Monday digest email

Phase 2 · H2 2026

Pro tier

Intelligence. The Pro layer.

Premium reimbursement intelligence on the same contract base. Rate visibility, benchmarks, facility variance, amendment lineage, renewal prep packs.

Rate visibility by payer + code
Regional & specialty benchmarks
Facility rate variance views
Amendment lineage tracker
Optimization recommendations
Renewal prep pack generator

Phase 3 · 2027

Planned

Negotiation copilot.

The system starts preparing, not just presenting. Prioritized renewal list, risk summaries, suggested asks, draft language, call prep notes. Human approval required before anything leaves the building.

Renewal prioritization by value/risk
Term strength analysis
Suggested asks + fallback positions
Draft redline language
Call-prep briefs
Review-before-send enforcement

Phase 4 · 2027+

Planned

Knowledge plugins + agent research.

Permissioned agents pull related agreements, internal payment history, payer policy updates, and public benchmark data into sourced negotiation memos. Everything attributed, everything reviewable.

Related-contract retrieval
Payer policy change feed
Public transparency data lookups
Internal payment-history linkage
Auto-generated negotiation memos
Full citation + audit trail

Phase 5 · 2028

Planned

Workflow actioning.

Insight becomes controlled execution. Renewal playbooks, approval chains, outbound notice generation, optional e-signature integrations. The human is still the last word.

Renewal playbooks + checklists
Multi-step approval chains
Outbound notice generation
Counsel review handoff
Optional e-signature routing
Action history + audit pack

Trust & security

Healthcare-grade trust, without the enterprise procurement theatre.

HIPAA-ready infrastructure

Encryption at rest and in transit. Business Associate Agreement available for every pilot customer from day one.

AES-256 at rest · TLS 1.3 in transit
Row-level tenant isolation
Access logs retained 6+ years
BAA on request · every plan

SOC 2 · in progress

Type I readiness targeted for H2 2026, Type II in 2027. Evidence collection is live from day one of pilot — not a pre-audit scramble.

Vanta-instrumented controls
Pen test scheduled Q3 2026
Incident response playbook live
Quarterly access reviews

Human-in-the-loop AI

AI never commits to terms on your behalf. Every recommendation is reviewable, every edit audit-logged, every output attributable to a source clause.

Per-field confidence scoring
Source-linked extractions
Review-before-send enforced
No autonomous outbound action

US data residency

AWS US-East with HIPAA-eligible services. No offshore processing of PHI-adjacent content. No model-training on your contracts — ever.

AWS US-East-1 · primary
HIPAA-eligible services only
Zero-training data contract
Redaction before any AI call

Role + facility isolation

Permissions flow from facility membership. An admin at one ASC cannot see contracts from a sibling facility unless explicitly granted. One breach ≠ portfolio breach.

Facility-scoped workspaces
Read / edit / admin roles
SSO (SAML) · Pro & above
MFA required for admins

Your data, your exit

Full export on demand. Structured fields as CSV/JSON, originals as PDF. Cancellation is a button, not a legal negotiation.

On-demand full export
No lock-in proprietary format
30-day grace window
Destruction certificate on exit

The whole portfolio.
Structured, searchable, and awake.

One home for every signed agreement.

AI reads the contract. You keep the gavel.

Deadlines that find you — not the other way around.

Any clause. Any counterparty. Three seconds.

The money hiding in your payer mix.

From visibility to intelligence to a copilot. Each phase builds on the same contract base.

Visibility. The Starter tier.

Intelligence. The Pro layer.

Negotiation copilot.

Knowledge plugins + agent research.

Workflow actioning.

Healthcare-grade trust, without the enterprise procurement theatre.

HIPAA-ready infrastructure

SOC 2 · in progress

Human-in-the-loop AI

US data residency

Role + facility isolation

Your data, your exit

Built with five facilities. In the room.
Through one full renewal cycle.

One home for every signed agreement.

AI reads the contract. You keep the gavel.

Deadlines that find you — not the other way around.

Any clause. Any counterparty. Three seconds.

The money hiding in your payer mix.

From visibility to intelligence to a copilot. Each phase builds on the same contract base.

Visibility. The Starter tier.

Intelligence. The Pro layer.

Negotiation copilot.

Knowledge plugins + agent research.

Workflow actioning.

Healthcare-grade trust, without the enterprise procurement theatre.

HIPAA-ready infrastructure

SOC 2 · in progress

Human-in-the-loop AI

US data residency

Role + facility isolation

Your data, your exit

Built with five facilities. In the room.Through one full renewal cycle.

Built with five facilities. In the room.
Through one full renewal cycle.