AI-Agents for Claims Adjusters in Document Filing
Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Keep claim correspondence and its attached files together for review.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
6 toolsFile flagged claim documents and report attachments needing follow-up.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
5 toolsCombine claim documents in order and share the finished PDF link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
14 toolsSend approved claim agreements and log each signature request.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsSend the approved settlement agreement and link its request to the claim.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
8 tools
