Document management
Evidence, photos, policies, and correspondence organised on each claim, sorted by category and scanned before anyone can open them. Share with the policyholder only when you decide to.
Evidence organised by claim and category
Every file lives on the claim it belongs to, sorted into policy, photos, estimates, reports, and correspondence. Your team finds the right document without digging through shared drives and email.
- Attached to the claim, sorted by category.
- A clear record of what has been collected and what is missing.
- Shared across your firm, never with other firms.
Safe by default, shared on purpose
Files are scanned, and anything unsafe stays locked and cannot be shared. A document reaches the policyholder only when you choose to share it, and you can stop sharing at any time.
- Unsafe files are quarantined, never downloadable.
- Share a clean document with the policyholder in one click.
- Internal notes stay separate from client-facing files.
Build the evidence record as you go
Documents tie into each claim’s completeness checklist, so your team can see at a glance what evidence is gathered and what is still outstanding, and build a strong, well-documented file for every claim.
- Documents linked to Claim Health and findings.
- See collected vs. outstanding evidence at a glance.
- A complete, defensible file for every claim.
Common questions
Can other firms see my documents?
No. Documents live inside your firm’s claim workspace and are tenant-isolated. Only your firm, and the policyholder for files you choose to share, can see them.
How does the malware scan work?
Files are scanned before they can be opened or shared. Anything that fails stays quarantined and locked, so an unsafe file never reaches your team or the policyholder.
How do I share a document with the policyholder?
Share a clean document in one click from the claim. Quarantined files cannot be shared, and you can revoke sharing at any time.
Are internal notes separate from client files?
Yes. Internal notes stay private to your firm and are never shown to the policyholder, while shared documents are clearly marked.
What about large file uploads and downloads?
Documents are organised with scan state today. Full upload with virus scanning and signed, expiring download links arrives with the storage phase, and is marked as not yet available.
On the roadmap
Not available yetWe only advertise what is live. Today documents are organised with scan state and sharing controls. The pieces below arrive with the storage phase.
- Full file upload with virus scanning and signed, expiring download links
- Bulk upload and large-file support
Keep your evidence organised
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