Private Beta — Limited Spots

Get early access
to PIM.

We're selectively onboarding PI firms. Fill out the form and we'll be in touch when a spot opens up.

What happens next

01

We review your request

Personally reviewed

02

We reach out to you

When a spot opens up

03

Your firm goes live

Guided setup included

HIPAA Ready
No contracts
Cancel anytime
Secure

Request Access

Takes less than 60 seconds

No credit card required. We'll be in touch when a spot opens.

FAQ

Questions before you commit?
Fair.

Is my client data HIPAA compliant?

Yes. PIM is built to meet HIPAA requirements for handling protected health information. We can execute a Business Associate Agreement (BAA) with your firm at no additional cost.

Does it integrate with Google LSA?

Yes. PIM connects to Google Local Services Ads and fires real-time alerts when a new lead messages your firm. Response time is tracked automatically.

Can I try it before committing?

We offer a guided demo during your onboarding call so you can see exactly how PIM works for your firm before you go live. No surprise charges.

What happens to my data if I cancel?

Your data is yours. We provide a full export of all your firm's data in standard formats upon cancellation. We do not hold your data hostage.

Is there a contract or minimum term?

No contracts. Month-to-month on all plans. Cancel any time with no penalties or fees.