Client provides information
Authorizations, insurance details, provider names, and treatment updates—collected automatically via SMS, email, or portal.
Your clients are your fastest path to records.
Collect authorizations, insurance details, provider names, and treatment updates automatically—then turn every response into immediate case work.
S&SSmith & Smith LLP
Client intake · ActiveStep 3 of 6 · Providers
Who have you seen?
We'll contact them to collect your records.
Sutter Health
Sutter Health
Provider linked
Andco acts immediately
Every piece of client information triggers a downstream workflow—record requests, insurance verification, provider discovery.
Records arrive faster
No waiting for your team to process intake forms. The moment a client signs, Andco is already requesting records.
Every client action,
in one connected system.
Clients can get set up from their phone.
A guided mobile flow collects case details, providers, insurance, and documents without another staff call.
One signature. Every form.
Clients e-sign your full onboarding packet—HIPAAs, intake documents, release forms—in one pass.
Every answer starts the next workflow.
Nothing waits in an inbox for your team to interpret or re-enter.
Signs HIPAA authorizationInstantRecords requests sent to 3 providers
Uploads insurance cardInstantCoverage verification started with Geico
Completes treatment survey< 1 minNew provider discovered → records requested
Provides accident report #InstantReport request filed with SFPD portal
Clients can upload documents at any time.
Insurance cards, bills, photos, and forms go straight to the case file.
Eberst LawUpload a document
Add a new documentPhoto, PDF, or scan up to 25 MBChoose file
Insurance card.jpgUploaded just now
Hospital bill.pdfAdded yesterday
Treatment, providers, and records stay connected.
Check-ins surface new care while linked accounts keep the file current.
Treatment check-inHave you seen a new provider?Reminder sent automatically
Connected accounts
Sutter Health14 records
UCSF Health8 records
Keep every client moving.
Without the follow-up chase.
The manual way.
A person on your team spends the day chasing clients and providers across calls, inboxes, fax machines, and the mail.
Recent callMaria SantosNo answer · Voicemail leftMissed
OutlookSentHi Maria,
Could you send a photo of the front and back of your insurance card?
Sarah
James BlackJBHey, can you mail out this check?
Yeah, I’ll go to the post office after I fax over the docs that need to go with this.
The Andco way.
One mobile onboarding flow for clients, with Andco agents handling the work so your team can spend more time connecting.
Step 1 of 5Your details
Tell us about your case
Confirm the details we need to get started.
Full nameMaria SantosAccident dateJune 18, 2026
Chase justice, not paper.
See how Andco saves 24+ hours per case — zero setup, no disruption. Your first case is on us.