Run claims & complex matters
The claim file, structured.
Parties, policy and coverage context, phases, and a time-stamped diary on a specialized record, layered on the project without replacing your boards.
What you can do
Everything a claim demands
Parties and policies
Track clients, insureds, carriers, adjusters, attorneys, and more, with policy and coverage details on the file.
Phases
Ordered case phases with ownership, target dates, and folders add case structure alongside the pipeline.
Diary and submissions
Time-stamped entries, follow-ups, submissions, recipients, and response dates keep the narrative together.
