Partner program
Work with CoreFolio.
Serve your clients better.
CoreFolio partners with the consultants, attorneys, and technology providers who work alongside small healthcare practices every day. If your clients need better HIPAA support, we should talk.
Who partners with CoreFolio
Built for the people who advise small practices.
Compliance consultants & fractional Privacy Officers
You already guide small practices through HIPAA. CoreFolio handles the documentation heavy lifting so you can focus on strategic counsel — and your clients come to every engagement better prepared.
Healthcare attorneys
When clients need a risk analysis or documentation review, CoreFolio gives them a structured, cited starting point. Less time reconstructing what they have; more time on the legal questions that matter.
Managed IT & MSPs serving healthcare
Technical safeguards are only part of the Security Rule. CoreFolio covers the administrative and physical safeguard documentation your clients also need — and gives you a way to hand them a complete file.
Practice owners & administrators
If you manage compliance for a group of practices — a DSO, a multi-site group, or a set of affiliated providers — the Pro tier is built for that. Reach out to talk through how it fits your situation.
What you get
A referral program that works for how you work.
Every partnership is different. Whether you work with a handful of practices or manage a broader book, CoreFolio fits alongside what you already do — and we work out the arrangement together based on how you engage with clients.
A partnership arrangement that fits your model
CoreFolio structures every partnership around how you work with clients — not a fixed-tier program. We figure out the arrangement together.
Co-branding on the Pro tier
Practices you manage through the Pro tier can display your firm or practice name alongside CoreFolio, reinforcing your relationship.
Early access to new features
Partners get first look at new binder templates, training content, and tools before they reach the general subscriber base.
Direct line to the product team
Your feedback shapes the roadmap. Partners who work closely with small practices know what documentation gaps actually look like in the field.
Get in touch
Tell us about your practice.
Fill out the form below and we’ll be in touch personally within a few business days. No sales funnel, no automated drip campaign — just a conversation about whether there’s a fit.
Prefer email? info@corefolio.ai
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