Organize the case facts
Guided intake captures household, care, income, and asset information in a structured case record. The attorney confirms the facts and identifies what needs further investigation.
FOR GEORGIA ATTORNEYS
Software built for attorney-led Medicaid planning.
Medicaid Engine brings guided intake, rules-based planning calculations, document drafts, and supporting records into a structured workflow for Georgia law firms. Your attorney reviews the work and directs the strategy.
What the software helps your firm do
Support planning analysis
Rules-based planning calculations use the case information to support the attorney’s review. The firm remains responsible for checking assumptions, applicable rules, and the resulting strategy.
Prepare document drafts
Use information gathered in the case to help prepare documents for attorney review. The attorney selects the appropriate documents and reviews each draft before client use.
Keep records together
The virtual data room organizes statements, legal documents, correspondence, and application materials alongside the work. Storage charges are separate from the firm subscription.
Documents for attorney review
The document-generation suite includes drafts of:
- Wills
- Irrevocable trusts
- Qualified income trusts (QITs)
- Financial powers of attorney
- Advance directives
- LLC operating agreements
Generated drafts are work products for the attorney to review. Your firm confirms the facts, selects the appropriate documents, and checks current legal and execution requirements.
One case, a coordinated workflow
- Gather the information. Organize the household, care, income, assets, and supporting records.
- Review the planning. Assess calculations and assumptions in light of the client’s circumstances and current rules.
- Prepare and review documents. Select the documents needed and review the resulting drafts.
- Arrange follow-through. Decide which tasks the firm will handle and whether separately arranged implementation or application support is needed.
Read the Georgia attorney software checklist for questions to bring to a demonstration.
Optional Golden Shield support
Golden Shield offers separately arranged help with application preparation and follow-up, trust and asset coordination, planning implementation, and specialized case assistance. The services, responsibilities, and pricing are agreed for the case. Your firm keeps the client relationship and leads the legal work.
Support services are not included in the software subscription. Any client fees, compensation, or commissions vary by arrangement and are disclosed in the applicable agreements. See hands-on support.
Pricing and access
$99 per firm per month. Unlimited firm users.
The firm subscription includes planning and case workflows and the document-generation suite. Storage and separately arranged services cost extra. Confirm the included features, storage charges, service scope, and current terms before subscribing.
Platform access is by invitation. Public self-service registration is not available. Submit the firm interest form to discuss a demonstration, onboarding, and the separate platform and service terms.
Discuss security with your firm
Medicaid Engine uses encryption and multifactor authentication to help protect sensitive client information. Review your firm’s access and security requirements during the demonstration, and read the public security overview.
The public website and interest form are for business inquiries. Do not include client names, health information, financial information, or confidential case details. Use User Login for case work.
Who is behind Medicaid Engine?
Medicaid Engine is powered by Golden Shield Essentials, LLC. Lee Henry founded Medicaid Engine to connect practical tools with hands-on support for law firms serving families facing long-term-care costs. Read Lee’s story.
Medicaid Engine and Golden Shield Essentials, LLC are not affiliated with or endorsed by Medicaid, CMS, or any government agency. The software does not guarantee eligibility, approval, timing, or any particular result.
Page updated November 11, 2026. Confirm current features and terms during your demonstration.