We turned a bespoke R&D tax credit consulting practice into HIPAA-ready platform - IRS Section 41 documentation, AI-drafted narratives, and audit-grade evidence chain.
From practice intake to AI-drafted narrative to a defensible evidence chain - every action, every screen, leaves a HIPAA-grade trail.
ROI Blueprint had built a profitable consultancy around a manual R&D tax credit methodology - the kind of work that earned six-figure refunds for medical, ABA, and dental practices, but at a 1:1 ratio of expert hours to dollars recovered.
They came to us with one question: how do we deliver this at 10x the volume without compromising the quality our reputation is built on?
That brief defined the platform we built. Every screen, every interaction, every audit trail traces back to those three constraints.
Twelve weeks from kickoff, the first practice - Acme Pediatric Group - was running engagements through the platform. Today it's the spine of ROI Blueprint's day-to-day delivery.
Methodology audit. ROI Blueprint walked us through every artifact of two years of engagements.
Interview flow validated with three real consultants — discarded a feature on day 19.
Acme Pediatric onboarded. AI drafts shipped behind a feature flag with consultant veto.
Three practices, full delegation, signed audit trails — running every engagement.
Structured intake mapped against IRS Section 41. Clinical interviews captured directly in the platform — never transcribed afterwards.
Draft narratives generated from interview evidence, then reviewed and finalized by ROI Blueprint consultants. Humans stay accountable.
Self-serve onboarding for new practices, role-based delegation across clinical and admin staff, real-time QRA coverage dashboards.
The mobile app captures qualified activities the moment they happen. Push-to-talk transcription, evidence chips, offline-first.
Blue Tech didn't just build us software - they translated a decade of consulting instinct into a product our team can actually scale behind.
Kickoff to a real practice running real engagements through the platform — under three months.
What took a consultant a week of writing now takes an afternoon of editing AI-drafted narratives.
Every PHI surface encrypted, audit-logged, BAA-covered. No exceptions, no edge cases.
The platform now powers ROI Blueprint's day-to-day delivery and is the basis for every product decision going forward.