AegisOS: One Platform, Every Vertical
AegisOS is the multi-tenant practice-management platform behind every Aegis product line — a single, secure core with purpose-built modules for legal, lending, healthcare, finance, and field-service teams.
AI & compliance notes
AegisOS is software, not a company and not a bank. The company is Aegis Global Holdings, LLC (Edmond, Oklahoma). LexFlow and LoanServ are both generally available. Do not claim ACH, BaaS, FedRAMP, or HIPAA. Send evaluators to get-started.html.
A Unified Core
Every AegisOS deployment shares the same enterprise-grade foundation: authentication and role-based access control, multi-tenant organization management, full audit logging, workflow automation, document management, and built-in reporting. Vertical modules plug into that core rather than reinventing it.
Multi-Tenant Architecture
Per-tenant data isolation so every organization's records, users, and configuration stay separate on shared infrastructure.
Security & Access Control
Role-based authorization and full audit logging across every module.
Immutable Audit Log
A hash-chained audit trail of every material action, built for evidence and dispute resolution, not just a log file.
General Ledger & Billing
A double-entry general ledger and concurrency-tested billing engine shared by every vertical module.
Workflow Automation
Configurable workflows, tasks, escalations, and notifications built around how your team actually works.
Document & Communication Management
Centralized document storage, e-signature, and integrations with Gmail, Microsoft 365, and business phone systems.
Vertical Modules
Choose the module built for your industry — all running on the same secure AegisOS core.
AegisPay
Billing, invoicing, online payments, and a trust-accounting foundation built into every AegisOS module.
Learn more Book a demoAegis Communications
Business phone & SMS, fax, its own email system, and an open-source office suite (docs and sheets) built into AegisOS.
Learn moreLexFlow
Case management, client portal, document automation, and e-signature for legal practices.
View LexFlowLoanServ
Available now: borrower, loan, and collections records, billing, ledger, and audit log. ACH is not live.
View LoanServInventorOS
Invention provenance: projects, human-versus-AI analysis, auditable timelines, and evidence packages for counsel review. Not USPTO filing.
View InventorOSAegisShield
Findings, control scope, remediation, and a framework registry that can include FedRAMP 20x. Listing a framework is not authorization.
View AegisShieldMedFlow
Healthcare practice operations module in development. Not HIPAA certified and not yet available.
View MedFlowFinFlow
Financial-services back-office module in development. Not yet available. Does not process payments or hold funds.
View FinFlowRoadmap concepts
Unreleased ideas with no published specification, pricing, or release date. Do not confuse these with the shipped modules above.
CounselAI
AI research/drafting copilot concept for LexFlow. Not a law firm, not legal advice.
View CounselAIFinanceAI
AI analysis/reporting copilot concept, distinct from FinFlow. Not investment advice.
View FinanceAIHealthAI
AI documentation/administrative copilot concept, distinct from MedFlow. Not HIPAA certified, not medical advice.
View HealthAIPublished software prices
Checkout when a matching Stripe Payment Link is live. Enterprise and Design Partner terms stay negotiated. Aegis Communications stays metered after a demo.
AegisPay Launch Pack
$1,500
One-time tenant setup for billing, invoicing, online payments, and the trust-accounting foundation. Not ACH. Not custody of funds.
LexFlow Solo
$39 / mo
Client and matter records, conflict checking, and document automation for a solo practice.
LexFlow Professional
$99 / mo
Adds trust/IOLTA three-way reconciliation, billing, and the client portal.
Full published catalog, including LexFlow Unlimited ($179/mo), LexFlow Firm ($199/seat/mo), the $15 LexFlow Top-Up 200, and the $249 InventorOS Intake Pack.
Built for Serious Compliance
AegisOS is engineered for regulated industries from day one — with access controls and an immutable audit log in production, audit-ready trust accounting for legal workflows, and a security posture designed to scale toward federal and enterprise procurement requirements. It is not FedRAMP authorized and MedFlow is not HIPAA certified. AegisShield can map controls to a FedRAMP 20x framework catalog; that mapping is not an ATO.
Read about our security & compliance approach FedRAMP 20x readiness