Guided client intake
Clients and firm staff securely enter and update the personal, financial, income, asset, insurance, and care information required for the case.
HouseholdComplete
IncomeComplete
AssetsIn review
Built for elder-law firms
From planning
to approval.
One secure operating system for Medicaid planning, client intake, document workflows, implementation, and application support.
Your firm controls the legal strategy and client relationship. Medicaid Engine organizes the work—and gives you experienced back-office support when you need it.
$99per firm / month
Unlimitedfirm users
Onesecure case workspace
CRISIS PLANNING
Active
Evelyn Carter
MED-2026-00004 · Georgia
✓Intake
✓Plan
3Documents
4Application
Protected value$281,450Plan analysis ready
Case documents184 awaiting review
Client plan readyGenerated from case data
Intake completeAll required fields received
One case. One system.
A clear path through a complicated process.
Medicaid planning is more than a calculation. Medicaid Engine keeps the information, decisions, documents, and next actions together from the first questionnaire onward.
Medicaid planning engine
Analyze crisis-planning and preplanning cases through structured calculations and guided workflows built around the client’s actual circumstances.
Integrated document workflows
Use case information already collected to prepare planning and implementation documents with less repetitive entry and greater consistency.
Secure virtual data room
Keep statements, legal documents, correspondence, and application materials organized in a case workspace accessible to authorized users.
▰Financial records24 files
▰Legal documents8 files
▰Medicaid application12 files
Comprehensive document library
One case record.
A coordinated document set.
Prepare the estate-planning and Medicaid documents required to carry the attorney’s strategy into implementation—using information already collected in the client’s case.
✓ Medicaid asset-protection trusts
✓ Wills and pour-over wills
✓ Financial powers of attorney
✓ Advance directives
✓ Qualified income trusts
✓ Trust certifications
✓ LLC documents
✓ Medicaid promissory notes
The subscribing attorney determines the legal strategy and reviews every generated document before client use.
CASE DOCUMENTSEvelyn Carter
ESTATE PLAN
Last Will and Testament
AUTHORITY
Financial Power of Attorney
✓ Ready for attorney review
MEDICAID PLANNING
Carter Family Irrevocable Trust
Attorney review
More than software
Keep the legal relationship.
Gain the back office.
When authorized by the attorney, Golden Shield’s implementation team can coordinate the work required to put the attorney’s plan into action.
The attorney stays in control.
Your firm determines the legal strategy, advises the client, and selects the services appropriate for the case.
⚙
MEDICAID
ENGINE Coordinated case workflow
ENGINE Coordinated case workflow
✓Application supportPreparation, processing, and follow-up
✓Trust fundingAsset and bank-account coordination
✓Promissory notesMedicaid-compliant note processing
✓Insurance solutionsAnnuities and appropriate planning products
✓Real estateCoordination and expedited liquidation
✓Hearing supportSpecialized case assistance when needed
How it works
Built around the way a real case moves.
No disconnected calculators, folders, and follow-up lists. Each stage feeds the next while the attorney maintains oversight.
Build the case
Invite the client, collect the required information, and organize supporting records.
Create the plan
Analyze the circumstances, compare available strategies, and select the path forward.
Implement
Assign responsibilities, prepare documents, and coordinate the attorney-selected services.
Follow through
Prepare the application and keep the case moving through the approval process.
Built for elder-law attorneys
Deliver the capability of a larger Medicaid department.
Medicaid Engine helps smaller and growing firms provide a more organized Medicaid-planning experience without building an entire internal processing operation.
- Keep control of the client relationship
- Maintain authority over legal strategy
- Reduce repetitive administrative work
- Access specialized implementation support
Simple firm pricing
A serious Medicaid platform.
Without enterprise pricing.
Start with the complete firm workspace. Add implementation services only when the attorney selects them for a case.
MEDICAID ENGINE PLATFORM
$99/ month
per firm
per firm
- Unlimited firm users
- Guided client intake
- Planning and case workflows
- Secure document workspace
- Integrated document generation
Invitation only
Interested in Medicaid Engine?
Medicaid Engine is not open for public registration. If your firm would like to be considered for an invitation, tell us a little about your practice.
Built for a working relationship—not anonymous signups.
We personally onboard each participating law firm and configure its secure firm workspace.
Already invited? Attorney Login →