Operations, handled.

Gridex is a managed operations service for evidence-heavy work. We collect, chase, check, refresh, file, and report across the systems your team already uses — work that crosses people, providers, files, changes, and deadlines.

No new platform to adopt Runs across your existing stack Operated by Gridex, reviewed by your team
Where Gridex Sits

Four shapes the work arrives in.

Your existing tools, channels, and processes keep running. Gridex moves into specific streams of work — some, not all — without asking your team to adopt new software or change how the work arrives.

The same request lands again and again. This is one of the shapes Gridex is built to take over, so your team does not run it.

A queue that never reaches zero. Gridex is built to work it down in the background, oldest first.

Work waiting on one person’s review. Gridex is designed to prepare it into a form built for review, with the checks already run.

Proof due on a fixed date. Gridex is designed to assemble the evidence against that date.

Whichever shape you arrive in, it starts the same way: one recurring block of work, run for you — watch one run below.

One Workflow Run

The work just gets handled — inside the software your team already uses.

Gridex operates the apps you already pay for. You don't open a dashboard, assign tasks, or learn new tools. The result shows up where it should — ready for your team's review.

Every run ends the same way: something concrete lands in your team's hands.

Output Artifacts

What lands in your team's hands.

Intake Brief

Synthetic sample · May 24
ContactR. Alvarez — ACME Corp
NeedGL + umbrella, two locations
SignalCurrent carrier non-renewing
TimelinePolicy lapses June 14
Next step · discovery call Thu 10:00

An illustration of the brief form: the contact, the need, the buying signal and the timeline on one screen. Intake is a voice job in build, and no brief has been produced for a customer.

Illustration of an intake handback.

Review Packet

Synthetic sample · Q3 renewal
  • COI current through December
  • Endorsements match policy #4471
  • Premium delta within band
  • Signature page prepared
ApproveApproved ✓ Request changes

An illustration of the packet form: what a reviewer would see gathered on one screen, with the checks listed above the decision. Nothing here was assembled for a customer.

Illustration of an approval packet.

Chase Log

Synthetic sample · 14 items
W-9 — Marlowe LLCMay 21
Signed BOR — Kite & CoMay 19
COI — Beacon Dentalnudged today
Payroll — Vector Supplynudged · 2d
Loss runs — Harbor Baywaiting

An illustration of the ledger form: what has arrived, what is still outstanding, what was followed up and when. Nothing here was chased for a customer.

Illustration of a follow-up ledger.

Weekly Report

Synthetic sample · May 18 — 24
247Leads handled
94%Within SLA
12Exceptions handled

An illustration of the report form: counts, a trend line, and the exceptions a reviewer would see. The figures are invented and no such report has been produced.

Illustration of a recurring report.

How we work

Have work that can't be allowed to drift? Let's map the first operating cycle.

Discuss an operation