

Explore the Five Domains
Safety, Rights & Life Logistics — Nonprofit for Survivor Support
What orgs are solving
What orgs are solving
Helping survivors of domestic or sexual violence rebuild stability: documenting workplace rights, requesting leave or accommodations, completing safety and benefits forms, and connecting with advocates or pro-bono lawyers. Staff juggle evolving laws, different state forms, and sensitive privacy needs.
Why a specialized knowledge layer
Information is scattered across legal aid sites, advocacy networks, and government PDFs. Each survivor’s case involves different steps, documents, and phrasing that must be safe and trauma-informed. Generic portals can’t adapt to jurisdictional rules or confidentiality standards.
How it plugs into workflows
How it plugs into workflows
Survivor types “employment rights after violence – Illinois” → UpGenie provides: the correct leave and accommodation forms, approved wording for workplace disclosure letters, referral links to local pro-bono lawyers, and a safety checklist—automatically logged and cited to relevant law. Caseworkers use the same playbook, ensuring survivors get consistent, verified help within minutes.
Survivor types “employment rights after violence – Illinois” → UpGenie provides: the correct leave and accommodation forms, approved wording for workplace disclosure letters, referral links to local pro-bono lawyers, and a safety checklist—automatically logged and cited to relevant law. Caseworkers use the same playbook, ensuring survivors get consistent, verified help within minutes.
Health — Patient Support & Supplier Coordination
What orgs are solving
Hospitals and health systems need consistent, non-clinical pathways for women navigating complex transitions, postpartum care, fertility travel, menopause support, or end-of-life planning—while coordinating benefits and supplier logistics (transport, coverage, equipment).
AI shouldn’t be intimidating. Our platform removes fear, friction, and confusion—so your digital journey feels simple and guided from day one. With turnkey solutions that come ready to launch, you’ll always know what’s next and never feel left behind.
Why a specialized knowledge layer
Clinical guidance sits in EMRs, benefits details in vendor portals, and logistics in emails. Staff improvise, patients wait, and privacy gaps widen. Each process is a blend of medical, legal, and social rules that no single vendor owns or governs.
We believe care is a competitive advantage. We care about your mission, your time, and your confidence. You get a partner who listens, adapts, and stays with you until everything works beautifully.
How it plugs into workflows
Built to Fit You
Care coordinator types “fertility travel coverage—California plan” → UpGenie surfaces: eligible expenses, approved travel vendors, PHI-safe reimbursement steps, and a patient-friendly explainer. Supplier teams receive the same cited workflow, ensuring everyone follows the same steps with zero guesswork or exposure.
Our tools are standardized for reliability but configurable for you; your strategy, your audience, your goals. The result? A seamless digital experience that feels natural, personal, and perfectly aligned.
Money — Financial Advisors and Wealth Managers
What orgs are solving
What orgs are solving
Advisors face a surge of women clients during major life transitions—divorce, widowhood, or retirement—but planning tools don’t account for longevity, survivor-income shifts, or caregiving gaps. Advisors rely on personal judgment rather than consistent, cited guidance.
AI shouldn’t be intimidating. Our platform removes fear, friction, and confusion—so your digital journey feels simple and guided from day one. With turnkey solutions that come ready to launch, you’ll always know what’s next and never feel left behind.
Why a specialized knowledge layer
Traditional CRMs and planning systems treat men and women the same, yet women’s financial arcs differ: lower lifetime earnings, longer retirements, interrupted careers. Advisors need consistent, firm-approved rails for survivor benefits, QDROs, and income ladders—backed by authoritative data.
We believe care is a competitive advantage. We care about your mission, your time, and your confidence. You get a partner who listens, adapts, and stays with you until everything works beautifully.
How it plugs into workflows
Built to Fit You
Advisor types “widow, 58—first 90 days” → UpGenie provides: SSA survivor benefit timing, rollover forms, communication templates, and compliance-approved disclosure notes. Supervisors review via one dashboard; clients receive clear, empathetic summaries.
Our tools are standardized for reliability but configurable for you; your strategy, your audience, your goals. The result? A seamless digital experience that feels natural, personal, and perfectly aligned.
Work — Employer Managing Health-Linked Life Events
What orgs are solving
What orgs are solving
Managers and HR teams handle requests for menopause, fertility, pregnancy loss, or caregiving-related accommodations—but guidance is fragmented. Supervisors don’t know what’s legally safe to ask, what’s covered by policy, or how to route approvals without escalating to HR every time.
AI shouldn’t be intimidating. Our platform removes fear, friction, and confusion—so your digital journey feels simple and guided from day one. With turnkey solutions that come ready to launch, you’ll always know what’s next and never feel left behind.
Why a specialized knowledge layer
Benefits providers explain coverage, but not how to translate it into action inside a specific workplace. Policies differ by site, job type, and jurisdiction, and even small wording mistakes can breach privacy or compliance. No vendor today governs the “exact words and steps” managers need in real time.
We believe care is a competitive advantage. We care about your mission, your time, and your confidence. You get a partner who listens, adapts, and stays with you until everything works beautifully.
How it plugs into workflows
Built to Fit You
Manager types “menopause accommodation – manufacturing floor, Texas” → UpGenie delivers: a plain-English script, site-aware options (temperature controls, shift flexibility), documentation template, and routing path for HR/legal review—cited to company policy. Request logs, notes, and outcomes are versioned automatically for audit readiness.
Our tools are standardized for reliability but configurable for you; your strategy, your audience, your goals. The result? A seamless digital experience that feels natural, personal, and perfectly aligned.
Sports — Fan & Community Organizations
What orgs are solving
What orgs are solving
Sports federations and community clubs are building engagement platforms for women’s leagues and fans—but governance, eligibility, and safety rules differ across teams, events, and jurisdictions. Organizers spend hours reconciling policies and ensuring equity in facilities, sponsorships, and media.
AI shouldn’t be intimidating. Our platform removes fear, friction, and confusion—so your digital journey feels simple and guided from day one. With turnkey solutions that come ready to launch, you’ll always know what’s next and never feel left behind.
Why a specialized knowledge layer
Rules live in seasonal PDFs, sponsor contracts, and federation handbooks. Community managers can’t quickly find the right eligibility rule or incident protocol. Social tools handle chatter, not compliance or consistency.
We believe care is a competitive advantage. We care about your mission, your time, and your confidence. You get a partner who listens, adapts, and stays with you until everything works beautifully.
How it plugs into workflows
Built to Fit You
League operations lead types “eligibility—mid-season transfer, U18” → UpGenie returns: cited rule summary, required forms, deadlines, and a communication script. For fan engagement,
content leads get verified posts and safety messaging templates, ensuring every update aligns with league rules and brand tone.
Our tools are standardized for reliability but configurable for you; your strategy, your audience, your goals. The result? A seamless digital experience that feels natural, personal, and perfectly aligned.
Safety, Rights & Life Logistics — Nonprofit for Survivor Support
What orgs are solving
Helping survivors of domestic or sexual violence rebuild stability: documenting workplace rights, requesting leave or accommodations, completing safety and benefits forms, and connecting with advocates or pro-bono lawyers. Staff juggle evolving laws, different state forms, and sensitive privacy needs.
Why a specialized knowledge layer
Information is scattered across legal aid sites, advocacy networks, and government PDFs. Each survivor’s case involves different steps, documents, and phrasing that must be safe and trauma-informed. Generic portals can’t adapt to jurisdictional rules or confidentiality standards.
How it plugs into workflows
Survivor types “employment rights after violence – Illinois” → UpGenie provides: the correct leave and accommodation forms, approved wording for workplace disclosure letters, referral links to local pro-bono lawyers, and a safety checklist—automatically logged and cited to relevant law. Caseworkers use the same playbook, ensuring survivors get consistent, verified help within minutes.
Work — Employer Managing Health-Linked Life Events
What orgs are solving
AI shouldn’t be intimidating. Our platform removes fear, friction, and confusion—so your digital journey feels simple and guided from day one. With turnkey solutions that come ready to launch, you’ll always know what’s next and never feel left behind.
Why a specialized knowledge layer
We believe care is a competitive advantage. We care about your mission, your time, and your confidence. You get a partner who listens, adapts, and stays with you until everything works beautifully.
Built to Fit You
Our tools are standardized for reliability but configurable for you; your strategy, your audience, your goals. The result? A seamless digital experience that feels natural, personal, and perfectly aligned.
Health — Patient Support & Supplier Coordination
What orgs are solving
AI shouldn’t be intimidating. Our platform removes fear, friction, and confusion—so your digital journey feels simple and guided from day one. With turnkey solutions that come ready to launch, you’ll always know what’s next and never feel left behind.
Why a specialized knowledge layer
We believe care is a competitive advantage. We care about your mission, your time, and your confidence. You get a partner who listens, adapts, and stays with you until everything works beautifully.
Built to Fit You
Our tools are standardized for reliability but configurable for you; your strategy, your audience, your goals. The result? A seamless digital experience that feels natural, personal, and perfectly aligned.
Money — Financial Advisors and Wealth Managers
What orgs are solving
AI shouldn’t be intimidating. Our platform removes fear, friction, and confusion—so your digital journey feels simple and guided from day one. With turnkey solutions that come ready to launch, you’ll always know what’s next and never feel left behind.
Why a specialized knowledge layer
We believe care is a competitive advantage. We care about your mission, your time, and your confidence. You get a partner who listens, adapts, and stays with you until everything works beautifully.
Built to Fit You
Our tools are standardized for reliability but configurable for you; your strategy, your audience, your goals. The result? A seamless digital experience that feels natural, personal, and perfectly aligned.
Sports — Fan & Community Organizations
What orgs are solving
AI shouldn’t be intimidating. Our platform removes fear, friction, and confusion—so your digital journey feels simple and guided from day one. With turnkey solutions that come ready to launch, you’ll always know what’s next and never feel left behind.
Why a specialized knowledge layer
We believe care is a competitive advantage. We care about your mission, your time, and your confidence. You get a partner who listens, adapts, and stays with you until everything works beautifully.
Built to Fit You
Our tools are standardized for reliability but configurable for you; your strategy, your audience, your goals. The result? A seamless digital experience that feels natural, personal, and perfectly aligned.
Got questions?
Got questions?
Reach out and our team will get back to you.
Reach out and our team will get back to you.