Medicaidsoft for Elder Law Attorneys & Planners
Guided Medicaid application software with automatic bank statement retrieval and AI statement review, purpose-built for long-term care Medicaid planning and applications.
"Would you spend a few dollars to make your paralegal twice as productive? That’s Medicaidsoft.”
Why Elder Law Firms and Medicaid Planners Choose Medicaidsoft
A High-Value Tool That Pays for Itself, Fast
Medicaidsoft delivers real business value by aligning with what matters most to elder law professionals. Save time. Reduce stress. Increase margins. You don’t have to work harder to grow your Medicaid practice, just smarter.
🏆 Grow Without Burnout
- Handle more Medicaid cases without hiring more staff
- Create repeatable workflows that eliminate chaos and rework
- Deliver a premium, professional experience to families and referral partners
- Turn Medicaid into a profitable, scalable part of your firm
✅ Fast and Simple
- Streamlined simplicity where all team members work from the same record
- Eligibility engine reflects real Medicaid rules in your state
- Logic-driven forms and verification checklists reduce risk of errors
- Trusted by firms and facilities in multiple states and growing
⚡Results in Days, Not Months
- Instant AI-generated eligibility reports
- Automation to speed up cumbersome steps
- Cut average case time
- Improved continuity lets your whole team know the status of all applications.
💪 Less Effort & Easy to Adopt
- No more spreadsheets, checklists, and manual re-entry
- Built-in guidance reduces training and oversight
- Paralegals and assistants stay in flow. Less confusion, more action
- One login, one workflow, no more duct-taped systems
Features
Guided Intake with the Assessment Form (CAF)
Start every Medicaid case with clarity.
The CAF captures all upfront client, income, asset, and care details,
and drives every part of the case from there.
The CAF captures all upfront client, income, asset, and care details,
and drives every part of the case from there.
Online financial assessment which can be shared with applicant if needed
Triggers dynamic follow-up questions based on responses
Collects all Medicaid-required financial data in one go
Feeds eligibility reports, checklists, and state forms automatically
Replaces chaotic spreadsheets and fragmented notes
Features
AI Eligibility Assessment
Instant clarity on whether the applicant is eligible,
.and ideas for what needs to happen if not.
.and ideas for what needs to happen if not.
Built-in AI instantly identifies any eligibility concerns
Visual “green/yellow/red flag” summary
Logic calculates asset/income thresholds
Logic calculates asset/income thresholds
Supports attorneys, consultants, and care facilities
Features
Verification Checklist & Upload Portal
Know what’s missing. See what’s done. And never chase down another email attachment again.
Auto-generated checklist based on Client Assessment Form responses
Law firms can approve, reject, and annotate uploads
Secure upload portal for families, staff, and professionals
Document audit trail: you know what’s been sent, what hasn’t, and what needs follow-up
Add one-off verifications as needed
Features
Asset & Cost of Care Calculators
Built-in financial logic tailored to Medicaid rules, including spousal deductions and exempt assets.
Track total assets, exemptions, and financial thresholds
Automated cost-of-care/share-of-cost calculation
Includes spousal allowances and medical deductions
Shows exactly what will be owed to the facility
Features
State-Specific Form Automation
Real automation for real Medicaid forms.
Auto-fills your state’s official forms based on CAF/MAF data
Fully mapped PDFs using Medicaidsoft’s proprietary logic
Updated as state rules change
Responses pre-filled with Medicaid-optimized language
DocuSign-style e-signature and email delivery available
Features
Application Submission & Tracking
Get it signed, get it sent, and track what’s pending.
In-app e-signature for all signers
On-platform email sharing to state imaging department
Track sent status
Features
Secure Documents & Case Notes
Keep every file and internal note organized without relying on email or memory.
“Documents” tab for supporting files not tied to verification (e.g. face sheets, letters)
Internal “Notes” system with resolved/unresolved task tracking
Comment history across cases for team collaboration
Features
Bonus Features
Powerful tools for bank ledger statement collection and bank statement analysis
Obtain bank ledger statements with the press of a button, going back up to 2 years
AI-powered bank statement analysis immediately produces a report of flagged transactions
Powered by Plaid, the most powerful financial institution intermediary available
Simple tools to collect client feedback about flagged transactions
Let’s Talk
Thinking of adding Medicaid application prep or planning to your business? Reach out to us, and let us share with you how Medicaidsoft can help.
Book A Demo