Sequoia Port

Collaborative Medical Review at Any Scale

The Operational Fabric for Medical Review

Sequoia Port transforms unstructured records into a unified, collaborative workspace that connects every participant across the claim review process. It manages human and AI tasks, orchestrates workflows, and captures any data you need—from intake to resolution—so teams collaborate, decide, and move forward with confidence and speed.

Organize records, orchestrate human and AI tasks, and keep every participant connected from intake to resolution.

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Built for Your World

Wherever you operate, Sequoia Port brings everyone together.

Med-Legal

Organized evidence and defensible audit trails support clear arguments that hold up under scrutiny. Materials stay reusable for faster prep.

Disability Carriers

Transparent findings speed up decisions and feed directly into rules engines and actuarial models; quality stays consistent.

Secure, Controlled Collaboration

With role-based permissions, audit trails, and on-demand sharing, you decide who sees what and when.

Built for Your World

Wherever you operate, Sequoia Port brings everyone together.

Med-Legal

Organized evidence and defensible audit trails support clear arguments that hold up under scrutiny. Materials stay reusable for faster prep.

Disability Carriers

Transparent findings speed up decisions and feed directly into rules engines and actuarial models; quality stays consistent.

Secure, Controlled Collaboration

With role-based permissions, audit trails, and on-demand sharing, you decide who sees what and when.

Built for Your World

Wherever you operate, Sequoia Port brings everyone together.

Med-Legal

Organized evidence and defensible audit trails support clear arguments that hold up under scrutiny. Materials stay reusable for faster prep.

Disability Carriers

Transparent findings speed up decisions and feed directly into rules engines and actuarial models; quality stays consistent.

Secure, Controlled Collaboration

With role-based permissions, audit trails, and on-demand sharing, you decide who sees what and when.

From Intake to Resolution

Design Workflows

Configure automated steps, human tasks, conditions, notifications, and AI in a visual builder.

Create & Capture

Gather records and capture new information via customizable forms in a secure workspace with clear permissions and provenance.

Digest & Analyze

Extract structured, relevant data from diverse documents while keeping originals for reference.

Organize & Normalize

Remove duplicates, reconcile identifiers, and prepare data for search and analysis.

Link & Cite

Tie every extracted fact back to its source page or record for full transparency.

Execute & Collaborate

Complete tasks manually or automatically, and share securely across teams or via APIs.

Streamline Decision-making

Medical records arrive as hundreds of unorganized pages, duplicates, and noise that bury the critical evidence you need. Review processes require significant manual management throughout the claim review cycle. That wastes time, drains budgets, and compromises accuracy.

What You Get

Human • Hybrid • AI

Upload messy records and receive organized, distinct records for rapid review—choose the right balance of speed, accuracy, and human judgment.

Secure Collaboration

HIPAA‑compliant portals and role‑based access let professionals and experts share materials without version drift or discovery risk.

Evidence Linking & Traceable AI

Precise citations connect findings to source pages; AI insights always link back to underlying documents.

Works With Your Stack

Extensible APIs, SSO/SAML, Salesforce/Oracle/SAP/proprietary integrations, and white‑label options ensure the platform fits your environment.

Workflow & Process Management

Visual builders, automated task routing, and progress tracking eliminate manual coordination—integrate via APIs, webhooks, and custom modules.

AI, When You Choose.

Start with basic indexing and scale to advanced analysis on your terms; research‑grade AI delivers insights incrementally, with full auditability.

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AI, When You Choose.

Choose Your Level: Start with simple document organization and enable deeper analysis only when it fits your workflow.

Traceable Insights: Every AI‑generated finding links directly back to the source pages—no black boxes.

Incremental Adoption: You can always keep it Human only! Turn on advanced AI features at your own pace; you’re always in control of the process.

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AI, When You Choose.

Choose Your Level: Start with simple document organization and enable deeper analysis only when it fits your workflow.

Traceable Insights: Every AI‑generated finding links directly back to the source pages—no black boxes.

Incremental Adoption: You can always keep it Human only! Turn on advanced AI features at your own pace; you’re always in control of the process.

Learn More

AI, When You Choose.

Choose Your Level: Start with simple document organization and enable deeper analysis only when it fits your workflow.

Traceable Insights: Every AI‑generated finding links directly back to the source pages—no black boxes.

Incremental Adoption: You can always keep it Human only! Turn on advanced AI features at your own pace; you’re always in control of the process.

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Security & Compliance

HIPAA compliant

SOC 2 Type II

US‑based data processing

Zero cross-client data sharing

Full activity logging & audit trails

Single sign‑on / SAML support with granular roles

Single sign‑on / SAML
Support with granular roles

Take Action

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