Advolutely.

Every feature, in the open

The technical detail we leave off the homepage.

The front page keeps things simple on purpose — most advocates just want to know their week gets easier. If you're the kind of person who wants to see exactly what's under the hood before trusting it with client records, this page is for you. Full feature list, real security detail, no marketing gloss.

The safeguards HIPAA requires — built in, not optional

These aren't a feature list dressed up as compliance language. Every item below is live in the product today, running against real infrastructure.

Encryption, at rest and in transit

Every document and case record is encrypted in storage and over the wire — nothing moves or sits in the clear.

Two-factor authentication

Required on every advocate account, no exceptions and no opt-out — a stolen password alone can't get in.

Time-limited access links

Document download links expire — they don't stay open indefinitely once shared.

Full audit logging

Every view, upload, edit, and message is recorded and retained — a complete case history, not just the latest state.

Tenant-isolated data

Each practice's cases are walled off from every other practice at the application layer — not just by convention, but enforced on every request.

No static cloud credentials

Infrastructure access runs on scoped, rotating IAM roles — there's no long-lived access key sitting somewhere waiting to leak.

Full feature list

Organized the way the product is actually built, not as a sales pitch — grouped by area, tier noted where a feature isn't included everywhere.

Client portal

Access-code login
Clients get in with a simple code — no account, no password to manage or forget.
Secure messaging
Case-scoped messages between advocate and client, logged like everything else.
Document exchange & status
Clients upload records directly; advocates mark items received or request a re-upload.
Your brandingEntry+
Logo, colors, and org name on the portal your clients actually see.

Case management

Status tracking
Intake through resolution, one place to see where every case actually stands.
Interactive timelineProfessional+
A visual case history — not just a log, a story you can hand someone else.
Time tracking & billing reportsProfessional+
Per-case time entries that roll up into reports, without a separate timer app.
Print-ready case summaries
One click to a clean PDF, ready for a file or a referral — custom branding at Professional+.
Template & snippet libraryProfessional+
Reusable case-note snippets and letter templates, instead of retyping the same language.

AI assistant

Document-aware case chat
Ask questions about a case's medical bills and records — it's already read them.
Quick-chat mode
For questions that haven't become a full case yet — no setup required.

Practice toolsProfessional+

Google Drive integration
Send documents to and from Drive without leaving a case.
SMS notifications
Text alerts for case updates, on top of the standard email notifications.
Video & voice appointments
Self-hosted video or voice-only calls, right inside the portal — no third-party meeting link, ever.

Agency & adminEnterprise

Multiple advocate seats
Run a whole agency under one organization, not one login per advocate.
Per-case assignment & reassignment
Hand a case to another advocate on the team without losing its history.
Agency-wide reporting
Roll-up visibility across every advocate's caseload, not just your own.
Custom domain & SSO
Your own domain for the portal, and single sign-on for your team.
API access
For agencies that need to connect Advolutely to something else they already run.
Dedicated onboarding & support
A real person helping your team get set up, not just a help-center article.

Questions a spec sheet can't answer?

Happy to walk through the actual infrastructure, not just the feature list.

Get in touch