Illustrative public-adjusting discovery and evidence review

CLAIMS PORTAL

One claim. One connected workspace.

Bring field records, documents, email conversations and next actions into a shared view for the people authorized to use them.

Explore Claims Portal See Our Process

Discovery proposal · Review draft

A clear view of the claim.

From tablet capture to office review, keep the original record and the next action together.

New field record

Room photos & field notes. Received · Awaiting review.

AI email summary · Draft

New inspection photos received. Measurement clarification requested. Estimate review pending. Confirm the summary against its sources.

Proposed priorities

Verify measurements. Review estimate scope. Prepare client update.

Add claim documents

Photos · Policies · Estimates · Correspondence. Confirm suggested claim matches.

Connected work, with context.

Documents with context

Group photos, notes and estimates by claim, room and component.

Conversations with history

Link authorized email threads and attachments to the claim.

Priorities with reasons

Show blockers, review needs and confirmed milestone dates.

AI prepares. Your team approves.

Check the source

Open the original document or email beside the summary.

Confirm the recipient

Review the message, attachments and sharing permissions.

Approve the next action

Record the reviewer and approval before external release.

The right record. The right access.

Keep transfer status, uncertain matches and review needs visible. Proposed capabilities. Email connections, system access and integration options will be assessed during discovery.

Your internal workspace

Keep internal notes and permissions under your control.

Approved shared claim view

Share selected claim records with authorized partner teams.

Keep transfer status, uncertain matches and review needs visible. Proposed capabilities. Email connections, system access and integration options will be assessed during discovery.