Pilot LMS
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MaverickCase Entry AI Agent

Process more cases with less admin overhead.

Pilot connects your cases, CRM, tasks, conversations and analytics in one system. Automate case entry, track work, talk to your customers and see what is happening in your lab.

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  • No card needed
  • Live in seconds
  • Unlimited users

Works with the scanners, carriers and tools your lab already uses

iTero3ShapeMeditDS CoreDexisAiditeAllied StarUPSFedExQuickBooksStripeNMI by First Direct FinancialOneDriveGoogle Drive3Shape AutomateSlackBiteFinderShining 3DSoonUSPSSoonExocadSoonCADflowSoon

See Pilot in action

An 11-minute walkthrough of the product.

The problem

You hire more staff because your LMS is clunky., rigid., limited., outdated., slow.

Every one of these has the same cost: more admin hours per case. And that price rises as you grow.

Case Processing · Billing · Customer Support · Work Tracking · Analytics

Every workflow in one app.

Pilot replaces the stack of tools with one system built around the case. Start with case processing, and add the rest when the lab needs it.

  1. Case Processing

    Run every case from scan to delivery

    Digital cases sync every 10 minutes, and physical cases are quick to enter.

    • Pilot integrates with many scanner portals and takes case submissions from the customer portal, so nothing is copy-pasted twice
    • Enter products in a few clicks
    • Print UPS and FedEx labels, or ship locally
    • Build case workflows with advanced filter views

    Includes: IOS integrations · Customer portal submissions · Product management · Shipping · Filter views

    Explore case processing
  2. Billing

    Close out the month without additional tools

    From case to invoice to statement to payment, without exporting anything to anyone.

    • Multiple price lists, and custom prices for your customers
    • Statements generated and sent automatically
    • Payment processing and accounting integrations
    • Track your A/R for collections

    Includes: Price lists · Statements · Payments · Accounting integrations · A/R

    Explore billing
  3. Customer Support

    Keep all customer communication in one place

    Every email and message lands in a shared inbox, linked to the case and the account. The whole context stays in one place, anyone on the team can pick it up, and no conversation gets lost.

    • Customer communication linked to cases
    • A self-service customer portal where doctors check case status, pay their balance or message you
    • Templates for your email communication
    • Automated follow-ups

    Includes: Inbox · Conversations · Customer portal · Email templates · Workflows

    Explore customer support
  4. Work Tracking

    Production bottleneck analysis

    Track both production and non-production work in your lab, with proactive bottleneck analysis before a bottleneck becomes a problem.

    • An advanced production schedule builder that runs work in parallel
    • A technician kiosk for scanning work in and out
    • A flexible Kanban view to see all work at a glance
    • Advanced productivity reporting

    Includes: Schedule builder · Technician kiosk · Kanban · Productivity reporting

    Explore work tracking
  5. Analytics

    Industry-leading analytics

    Having all your data in one place makes it far easier to connect the dots.

    • A library of pre-built case, technician and customer reports and dashboards
    • Ask Pilot AI any question about your lab’s data and get a report within seconds
    • Not sure what to ask? Scouts find relevant signals in your data
    • Use your own Claude, ChatGPT or Gemini account to reach your data through Pilot’s MCP server

    Includes: Reports and dashboards · Pilot AI · Scouts · Pilot MCP

    Explore analytics
  6. Customizability

    Fit Pilot to your lab’s workflows

    Pilot is built to be extensible and customizable. Your LMS should never be the constraint on your workflows.

    • Customize Pilot’s state with custom fields
    • Customize Pilot’s behavior with the graph-based workflow builder
    • Build your own integrations with Pilot’s API and webhooks

    Includes: Custom fields · Workflow builder · API and webhooks

    Explore workflows

How it works

Up and running in a week

Set up on your own with the Pilot Setup Guide, or onboard with Pilot AI/MCP. Either way, nothing to install.

  1. 01

    Migrate your data

    Bring over products, customers, price lists and cases with Import Studio, guided by the Pilot Setup Guide and its import templates.

    Learn more
  2. 02

    Train your team

    Short Pilot Academy lessons and in-app tips get everyone working in Pilot within days.

    Learn more
  3. 03

    Create production steps to track your work

    Set up workstations and the steps each product goes through, and see bottlenecks as they form.

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  4. 04

    Connect your email to start talking to customers

    Doctor email flows into the shared inbox, linked to the case and the account.

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  5. 05

    Get visibility into your operations by asking questions about your data

    Pilot AI turns a question into a report within seconds, instead of an export.

    Learn more

Process more cases without hiring more admin.

Start with case processing. Import your data, connect your scanners and send your first case through Pilot this week.

Contact salesSee pricing
  • No card needed
  • Self-serve setup
  • Unlimited users on every plan