Trilogy HQ · included with every placement
The only staffing agency that also hands you the visibility.
We built our own platform because the hardest part of this work isn't doing it — it's knowing what's still outstanding. Your assistant works inside it every day.
Not for sale
It isn't a product you buy. It comes with the people.
Not your system of record
Your case management system stays where it is. We work inside it.
Your own login
A view for your firm: your assistants, your files, your progress.
What it does
Six things, each one built from a real problem.
Records tracker
Every request, logged the day it goes out
Provider, case reference, what was asked for and when. Follow-ups are scheduled automatically — a week out, then every few days — so nothing goes quiet without someone noticing.
Case readiness
How close a file is to a complete demand package
For every provider: are the records in hand, are the itemized bills in hand, or did nobody ever request them? That last one is the gap that sinks packages, and it's invisible in a tracker that only shows what was asked for.
Chronology
The retrieval timeline, ready to paste
Every date we own — requested, chased, received — assembled in order and exportable as plain text for the case file. Prepared by an assistant, for attorney review.
Firm guides
How your firm wants things done, written down
Your release template, your CC list, your billing coordinator, your quirks. New assistant, same process — onboarding takes a morning instead of a month.
Bilingual assistant
Answers from your firm's own material
It reads the guides, the templates and the glossary before answering, and cites where the answer came from. It drafts letters and client updates in English or Spanish. Every output is a draft a person reviews — it never sends anything.
Knowledge base
The part that compounds
Every document, process and note the team adds becomes something the assistant can answer from later. The platform gets better the longer your firm works with us.
A closer look
What readiness looks like.
Three providers on one case. One is complete, one is late, and one is missing a document nobody ever requested — which is the one that would have stopped the demand.
Illustrative view. Real case data is visible only to the firm it belongs to.
On privacy
What the platform does not hold.
No medical records
We track the request and the arrival — the documents themselves live in your system, not ours.
No client names
Cases are identified by your reference or the client's initials. Not by name, not by date of birth.
Separated by firm
Each firm sees only its own work. Assistants see only the firms they're assigned to.
For employers
Tell us what’s piling up.
A short call, no pitch deck. We’ll tell you honestly whether we’re the right fit.
Book a callCareers
Bilingual and ready to grow?
Work remotely with US companies from anywhere in the world — with stability and a team that has your back.
See how to apply