Built for RCM operations.
Made to create margin.
Lockbox AI was purpose-built for medical billing companies that need a support system to reduce claim denials, cleanup AR backlogs, and deliver better client meetings every single month.
Achieve real-time clarity. Reduce employee burnout. Compete like never before.
Win client trust
month after month
Lockbox AI was purpose-built for medical billing companies that need a support system to reduce medical claim denials, clear medical billing backlog, and deliver better client meetings every single month.
Achieve real-time clarity. Reduce employee burnout. Compete like never before.
Watch 2-min Product Tour

Trusted by RCM companies of all sizes across specialties.
Bust the billing trap.
Lockbox bundles tools and real people so this month’s vacations don’t become next month’s backlog.
A platform for operations and clients
Present like a pro and streamline monthly meetings with automations and templates that are collaborative, intuitive, and time-saving. Our tech-first approach will shave hours off your meeting prep without lengthy onboarding periods or training sessions.
Managed services to offload tasks
Our managed services combine dedicated specialists with intelligent automation to deliver comprehensive revenue cycle support. Each service includes fully trained staff, custom automation, and flexible project-based support options.
Automations that eliminate work
Delegate soul-sucking tasks to AI automations. Our AI tools have been purpose-built to provide immediate efficiency gains, prevent avoidable denials, and help your team realize their full potential. Lockbox AI is the only tool designed to save you money fast.
An approach that makes it simple
Lockbox AI is a hands-on partner for revenue cycle managers who need real help in a hurry. Our team plugs into your existing systems, clearing your backlog and reducing denials. No new logins, no long rollouts, just a simple approach to unlock your team’s productivity.
Make it your own.
Your backlog can’t wait. Lockbox AI can extend your team with a flexible combination of analytics, automation, and on-demand human help. Our medical billing copilots plug into your current workflow to start resolving claims fast.
- Elevate client meetings every month
- Clear your AR backlog
- Prioritize work queues
- Prevent avoidable denials
- Automate soul-sucking tasks
- Optimize performance with real-time insights
Create the best
experience ever.
Lockbox is crafted to deliver the right information to the right people at the
right time. No complexity, just clarity.

Staff
- Prioritized work with all necessary information
- Suggested best actions and next steps
- Automated data entry
- Daily digest of claims that need human help

Managers
- Deep claims analytics with root cause
- Detailed staff productivity monitoring
- Rich client presentations to share
- Data visibility with insights into patterns and performance

Clients
- Easy collaboration with the RCM team
- Simple exploration of data
- Delightful vendor experience
- Results-driven decision making
Run a better
RCM business.
Lockbox AI isn’t something you set up—it’s someone who shows up for your business. Only Lockbox was purpose-built for revenue cycle management companies to save money, support staff, and clear backlogs.
Automation that pays for itself
Custom solutions are a money pit. Our proven, automated medical billing tools will give your ops team hours back in their work week, saving your business money from day one.

Results that speak volumes
Competing on price is a race to the bottom. Stand out from the sea of sameness and provide your clients with an elevated experience and superior results, all at a lower cost.
A foundation that you can build on
Survival mode sucks. With Lockbox AI, you can invest in real growth that will help you scale smart and prevent employee burnout, so you can win new clients

Get a partner who gets it.
At Lockbox, we get it because we’ve lived it. We were purpose-built for RCM vendors, not heal
systems, because we understand the challenges facing revenue-cycle operations today. Your business
needs outcomes, not bells and whistles, so we’ve created a road-ready solution that onboards to your
existing systems and starts clearing claims fast.
By leveraging AI bots for medical billing and data processing automations, seamlessly combined with
human copilots to augment your staff, you can start clearing your AR backlog, prevent avoidable denials,
. and scale without hiring new billers.
Thrive with technology
built for you.
No long roll-out, no new logins, just a road-ready solution that onboards to your existing systems and starts clearing claims. Lockbox AI was designed from the ground up to create a generationally different option, implementing industry best practices to integrate with cutting-edge technology and established, trusted systems.
Created to help small and mid-size RCM vendors by leveraging AI bots for medical billing, automations for data processing, and seamlessly integrated human copilots to deliver fast, secure results.
Easy to implement and scale
Make It Impossible to Miss a Denial Trend
Hit the ground running.
Say yes to more business with an implementation process designed to understand your unique culture, team structure, and the nuances of your clients’ data.
Where other onboarding processes create bottlenecks and stifle your potential, we’ve flipped the script to enable intentional scaling, improved client satisfaction, and exceptional service.
Priced for
immediate ROI
Start with the platform that elevates your operation, then augment with Copilot Services to fill gaps and drive margin.
RCM Platform
$5,000
Per month. Up to 10,000 new monthly claims.
- Daily data from all your clients
- Workflow for your entire team
- Analytics to track everything
Copilot Services
$2,500
Per managed service. Up to 500 daily transactions per Copilot.
- Copilot managed transactions
- Daily completion of all work items
- Human and automation transaction execution
You’re under serious pressure—your AR is spiking, your staff is overwhelmed, and your clients are expecting more results in less time than ever before. This isn’t the time for a months-long software rollout. It’s time for Lockbox to come in, roll up our sleeves, and do the work.
But that’s not where our difference ends. Get some quick answers to some FAQs now.

Q: Is there a cap on the number of users?
A: No, there is no cap on the number of users accessing the system.
Q: Can my subcontracted vendors use the system as well?
A: Yes, subcontractors and third parties that you invite can use the system as desired.
Q: Can I give my clients a login to also work in the system or use analytics?
A: Yes, your clients can also use the system based on your invitation as desired.
Q: If I want to use Copilot services, do I need to pick what services they will perform ahead of time?
A: Yes, Copilot services are based on a specific task that will be managed and automated to perform on an ongoing daily basis.
Q: What are the volume constraints of a Copilot service?
A: Each Copilot service is based on the volume of claims within a given account, with the maximum accounts to be touched on a daily basis capped at 500. If you need something done where there are fewer than 500 instances of that task per day, that counts as one unit of Copilot service. If there are between 500 and 1,000 tasks per day, you’ll need two units of Copilot services, and so on.
Q: What if I want a copilot service that is not specifically listed?
A: No problem at all. We can discuss any combination of services that you’d like to have performed and price accordingly.
Q: How do my team members work with the Copilots to coordinate activity?
A: Communication with the co-pilots can happen through regularly scheduled meetings or in real time through various communication mechanisms.
Q: How does the platform pricing work based on the number of clients?
A: The base rate is based on the count of claims, which can be across any number of clients. Up to 5,000 claims across any combination of clients is included in the base rate. As additional volume increases, an additional platform fee is charged. You can have many small clients on one account or a mix of large, medium, and small clients – the platform price is based on the overall volume of claims in a given month.
Q: How does cancellation work?
: Typical agreements last for 1 to 2 years, depending on size, but can be canceled with 30 days notice for any reason.
Q: What if I already have some automation that I use? How does that work with Lockbox?
A: You can keep using any automation that you already have in place. If needed, we can support you on updating that automation to integrate more directly with the Lockbox service as desired. Or if requested, we can take over the responsibility of that automation for you, depending on the circumstances. Best to discuss on a call.
Q: How do human co-pilots and automation work together for specific services?
A: Generally speaking, human co-pilots perform a task initially and ensure that all scenarios are captured and build full requirements for automation. Automation is then developed, tested, and managed by the human co-pilot so that the human co-pilot time spent goes down over time, but they are never fully removed from a task to ensure high quality control and manage any edge cases.
Q: Is my client data at risk?
A: No, we perform all security compliance and processes to be fully HIPAA compliant. Additionally, we are removing PHI in the majority of our processes to avoid any storage of PHI at all.
Q: If I want to add a new client, how do I do that?
A: We will set up all new clients in your system or discontinue existing clients based on your request.
Q: What is required to set up a new client?
A: A new client requires a login that our team and bot can use. This can be a dedicated new login or a shared login if preferred.
Q: What if I don't want my clients to know that I'm using Lockbox at all?
A: No problem. You can use internal email addresses for account setup and Lockbox can stay completely invisible to your clients at all times.
Resources for
growing RCM companies.
Explore expert guides, real-world case studies, and cutting-edge
innovations that streamline your workflow and fortify your security.