Every PolarisOP team member we place is trained on AI-assisted workflow tools — automated follow-up, smart routing, and deadline alerts built in. You get people. They just happen to be faster.
We don't sell AI software. We place people who are trained to use it.
AI-Assisted Tools
Your Placed PolarisOP Staff Handles
Your placed staff uses auto-sequencing tools to send requests every 7 days until records are received and logged in your system.
Saves 45 min/case
Your placed intake specialist routes inbound calls by case type to the right team in under 90 seconds — zero manual triage.
Saves 2.1 hrs/day
Your placed coordinator sends provider and client reminders at 48 hours and 2 hours before every scheduled appointment.
Reduces no-shows 34%
Your placed case manager reviews automated morning flags for overdue milestones across all active files.
Zero missed deadlines
Your placed coordinator uses auto-flags to identify missing documents before demand drafting — preventing revision cycles.
Faster demand prep
Your placed coordinator tracks adjuster response deadlines with automated nudges until a response is logged.
22% faster close
Our AI tools connect to your CRM — no new software required. Your staff uses them inside your workflow.
All AI tools used by your placed staff operate with anonymized, firm-specific data. No client PII is used to train external models. Data remains within your authorized environment. Available for security review on request.
No. Our AI-assisted tools handle routing, follow-up, scheduling triggers, and deadline alerts — the repetitive operational tasks that slow teams down. Your PolarisOP-placed human staff handles live client conversations, complex provider negotiations, case judgment, attorney relationship management, and exception handling. The AI makes your placed team faster, not smaller.
We place staff trained to use AI-assisted tools with Filevine, Litify, Salesforce, HubSpot, MyCase, Smart Advocate, and most other major legal and general CRM platforms. Our tools read and write data through standard APIs — no migration, no duplicate entry, and no new software interface for your attorneys to learn.
Yes. All AI processing used by your placed staff operates with anonymized, firm-specific data. No client PII is ever used to train external models. Data remains within your authorized environment, and our infrastructure is available for security review by your IT or compliance team. Business Associate Agreements (BAAs) are available for all clients.
Most staff are placed within 72 hours. Every PolarisOP candidate is pre-trained on our AI-assisted workflow toolkit before deployment. We begin with a discovery session to understand your current CRM, workflows, and case volume. From there, we fine-tune tool settings, place your staff, and run parallel operations before full cutover. No disruption to active cases.
Your team should focus on case judgment and relationships — not chasing status updates and sending reminders.