BackOffice is for organizations where client records are expected to stay in-house and decisions need a named person behind them. Community banks and credit unions come first.
BackOffice is a custom-built application that runs local models on your own hardware. These three things hold for every organization on this page.
Local models run on the device, with no cloud connection required. Client records do not need to leave your building.
Built, in Selective-Release testingBackOffice prepares the work. A person on your team approves before an action goes ahead.
Built, in Selective-Release testingA hash-chained audit log records activity, so a reviewer can see what was done and who approved it.
Built, in Selective-Release testingBackOffice prepares the compliance and operations work your team reviews today. A person on your team approves before anything goes ahead, and the audit log shows an examiner what was done and who approved it.
Member records stay on hardware the credit union owns. A person on your team approves before anything goes ahead, and the audit log shows NCUA examiners what was done and who approved it.
BackOffice runs on hardware the business owns and keeps a record of each step it takes, so the record stays with the business when the owner steps back. If you are planning for continuity, tell us what you need to carry forward.
Client records in these fields are expected to stay in-house, and decisions need a named person behind them. If that is your work, we want to hear what you would want off your team’s desk first.
Carriers, managing general agents and agencies: claims, underwriting and compliance teams.
State insurance departments oversee claims practices and policyholder complaints, and many states have adopted a version of the NAIC Insurance Data Security Model Law.
Tell us what you want off your deskSmall and mid-size law firms and in-house legal teams.
Lawyers owe clients confidentiality (ABA Model Rule 1.6) and supervise the help they use (Model Rule 5.3). ABA Formal Opinion 512 (July 2024) addresses how lawyers use tools like these.
Tell us what you want off your deskIndependent practices, clinics, and billing and revenue-cycle teams.
HIPAA protects patient health information. A vendor that works with it on a practice’s behalf generally signs a business associate agreement.
Tell us what you want off your deskGovernment agencies: see the Government page for registration details and capabilities.
BackOffice prepares the routine work your team does today. Your team reviews it, approves it and stays accountable for it, as it does now.
The difference is the time it gives back, and the record it leaves behind: the audit log shows an examiner what BackOffice prepared and who approved it.
We are choosing our first pilot clients now. Community banks and credit unions come first, and we want to hear from small businesses and from insurance, legal and healthcare teams too.