We build the platform claims intake and consulting firms use to triage, assign, and track every claim — without a document lost in an email inbox.
Start a Project18+
Firms deployed
5,200+
Claims tracked in 2025
4 days
Average setup time
97%
Firm retention
Most consulting firms run intake through a shared inbox, adjuster assignment by memory, and document tracking on a spreadsheet. We build the system that puts every claim, document, and status update in one place.
New claims logged and routed to the right consultant automatically.
Claims assigned and tracked across your full consulting team.
Photos, reports, and estimates tracked in one claim file.
Clients check claim status and upload documents directly.
Every claim's stage visible at a glance, firm-wide.
Claim volume and resolution time tracked by consultant and type.
Claims Reviewed Today
37
The Waiting-On Question
A claim's exact stage gets buried in a thread of forwarded emails, and a consultant ends up re-reading the whole chain just to answer the question a client already asked twice.
Deployments
Intake automation cut average claim assignment time from a day to an hour.
Document tracking cut lost-evidence disputes to near zero.
Client portal cut inbound status-check calls by 65%.
Adjusting, Advisory, Or Both
Firms representing policyholders that need document evidence organized per claim.
Firms coordinating several consultants that need caseload visibility firm-wide.
Advisory groups that need reporting on claim volume and resolution time.
"I used to lose track of which claims were waiting on documents versus waiting on review. Now every claim's exact stage is one click away."
— Managing Consultant, Miami Lakes, FL
Process
01
We map your current intake and assignment workflow.
02
Your claim types and consultant roster set up to match your firm.
03
Existing claim files and client records imported without data loss.
04
You're running your full caseload from one system, with support on call.
Consultant To Consultant
Waiting-on-documents and waiting-on-review look different at a glance, not buried in an email thread.
Adding a fourth or fifth consultant to the firm doesn't add a recurring license fee.
Property, auto, and liability claims each get their own intake and document workflow.
Not a ticket queue — the person who configured your intake workflow picks up.
Nothing To Re-Route
FAQ
Yes. Most of our deployments start with a single consultant and scale as the firm adds staff.
Yes — property, auto, and liability claims are all tracked with their own intake and document workflows.
A discovery call, configuration of your claim types, and a guided migration of active claim files.
Yes — the client portal lets policyholders upload evidence directly to their claim file.
Yes — reporting shows claim volume and resolution time by consultant and claim type.
Yes — claim files, documents, and client data are encrypted in transit and at rest.