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

Most teams arrive in one of four shapes.

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 every day. Gridex handles it on schedule — you just see it done.

A queue that never reaches zero. Gridex works it down in the background, oldest first.

Work waiting on one person’s review. Gridex preps it so their sign-off takes minutes, not hours.

Proof due on a fixed date. Gridex assembles the evidence and files it before the deadline.

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

ACME Corp · 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

When a new lead comes in, Gridex pulls the contact, the need, the buying signal, and the timeline into one brief — so the discovery call opens already knowing the shape of the deal.

Sent when a new lead arrives.

Review Packet

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

Everything that needs a human decision, gathered in one place with the checks already run. Your team reviews and approves — it never has to assemble.

Queued when your team needs to approve.

Chase Log

14 items · 3 outstanding
W-9 — Marlowe LLCMay 21
Signed BOR — Kite & CoMay 19
COI — Beacon Dentalnudged today
Payroll — Vector Supplynudged · 2d
Loss runs — Harbor Baywaiting

Missing documents get chased on a schedule until the file is complete — your team never sends the reminder emails.

Updated as missing items get chased down — your team never does the nudging.

Weekly Report

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

Every Monday, the week’s work — filed, replied, reconciled, flagged — summarized into one report your team can scan in a minute.

Summary of the week, every Monday morning.

How we work

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

Discuss an operation