TRUST · HOW WE WORK
Did your CRM vendor build it, or license it?
Most healthcare CRMs are built on somebody else’s platform, ours included. That is a normal way to do it, so here is what it means for what you are actually buying.
Short version: we did not build the engine underneath LegalCRM.pro. We license it, configure it for healthcare intake, and support it locally. The vendor is named, with the data it processes, on our advertising compliance page.
How most of these are actually built
A lot of the CRMs sold to medical, dental and therapy firms are configured on top of a handful of underlying platforms. It is usually recognizable once you have seen a few: the pipeline builder, the automation nodes and the form editor tend to look alike from one product to the next.
There is nothing wrong with that. Licensing a mature platform gets you deliverability infrastructure, telephony, uptime and a security posture a small team could not build or maintain on its own. The part worth being straight about is the arrangement itself, since it is hard to verify from outside and unwelcome to discover after signing.
What we actually sell
The engine is licensed. You are paying us for everything between that engine and a working intake system for your firm, plus somebody in the same county to call when it breaks.
- The build: intake fields, pipeline stages, routing rules and follow-up sequences configured for personal injury, immigration, family, and criminal intake rather than for a generic business.
- The bilingual layer: both languages from one build, with the language captured at first touch and carried through every later message.
- The compliance configuration: the settings that have to be right, and a Business Associate Agreement signed with your firm.
- Local support: we are at 338 Minorca Avenue in Coral Gables, and most of the firms we work with are a fifteen-minute drive away.
WHAT A RESELLER IS
Why a raw platform account is not the same purchase
You can license a generic account on most of these platforms directly, and for some firms that is the right call. What arrives is a blank canvas built for agencies, gyms and online stores: no case intake fields, no waitlist logic, no bilingual routing, no crisis-escalation path, no compliance configuration. Building those is most of the work, and it takes longer than a weekend.
If you have someone in-house who can configure and maintain it, that route makes sense and we would say so on a call. If not, the comparison is not our price against a raw license fee, but against that fee plus the months of setup.
On compliance claims
No software is HIPAA compliant, ours included. Compliance is a status your firm holds rather than a feature a product has, and it is shared three ways: the platform provides technical safeguards, we configure them, and your firm maintains its own policies, training and workforce controls.
What can be stated plainly: the build runs on encrypted infrastructure, Aday Interactive, Inc. signs a Business Associate Agreement with your firm, and it is included on every plan.
Why we say it upfront
Mostly because finding out afterwards feels like being handled, and that is a poor way to start a multi-year relationship. If you want the vendor’s name and the data it handles, it is on the advertising compliance page.
Questions we get asked about this
Did LegalCRM.pro build its own software?
No, and we do not claim to. We license an enterprise platform engine, configure it for healthcare intake, and support it locally. The vendor is named, with the categories of data it processes, on our advertising compliance page.
Is it bad if a healthcare CRM is built on another platform?
No. Licensing a mature platform buys deliverability infrastructure, telephony, uptime and a security posture a small agency could not build or maintain alone. What matters is whether the vendor says so, and what they add on top of it.
Why not just buy a generic account on the underlying platform?
Some firms should, and we will say so on a call. A raw account is a blank canvas built for agencies and e-commerce stores: no case intake fields, no waitlist logic, no bilingual routing, no crisis escalation path and no compliance configuration.
Is any CRM HIPAA compliant?
No. Compliance is your firm’s status, not a product attribute, and it is shared between the platform, us and your firm. What can be stated is that the build runs on encrypted infrastructure and that a Business Associate Agreement is signed with your firm.
Related
Happy to go into detail
On a 30-minute call we can go through exactly what is licensed, what we configure, and what stays your firm’s responsibility.