AI-Agents for Claims in Handoffs
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Merge claim file pages in the requested order for each packet.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
8 toolsAssemble claim PDFs in order and share the finished file 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 update the case status.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsSend approved settlement agreements and record the request on 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 toolsPrepare claim review CSVs and flag incomplete cases.
Your review batch gets a downloadable CSV, with a count of cases left out and the missing details to fix.
