Routed to e-signature — NOT the carrier-letter flow. On signing, the executed copy + verification certificate auto-file to 01 Intake & Contract.
Photos Smaller
Stored in 05 Photos · click any photo to expand, arrow through, or toggle to thumbnail grid
Calendar 🔔
Scheduled calls, tasks & blocked time · 5-minute audible reminders · syncs to Outlook later
—
—
Scheduled calls & tasks · click an item to open
＋ New appointment
Book time on any user's calendar
📞 Scheduled call
—
⚠ This downtime overlaps scheduled calls
These booked calls fall inside the downtime you just added
If you proceed, these calls are cancelled and flagged for rescheduling. Once Outlook is connected, the person who booked each call will be emailed automatically asking them to pick a new date and time.
🕐 Set Work Hours
The windows people can book calls — applied automatically to every day
Add one or more daily windows (e.g., 9:00–12:00 and 1:00–5:00). Only times inside a window can be booked, every day.
🚫 Edit Downtime — —
Block time on this user's calendar so no one can schedule it — recurring (days of week) or a single day. Switch the calendar's user dropdown to edit someone else's.
Tip: check Sat + Sun with 00:00–23:59 to block all weekends. Add as many blocks as you like.
🔔 Upcoming call
📞 Schedule a Call — —
Send an adjuster/attorney a link to book a call on the selected user's calendar
They pick an open time (the selected user's downtime is blocked) and can chain back-to-back blocks for a longer call, then enter their name, phone, extension, and an optional reason. It lands on the Calendar tab tied to this client.
Select user to generate link
Messages
Live presence · pop-up + sound alerts on incoming messages
Prototype preview — in the live build this is a full real-time messenger: green/grey/amber presence dots show who's logged in, and incoming messages trigger a desktop pop-up and a notification sound.
Conversations
💬
Chat
Mail Check · Incoming Mail Intake
Photograph physical mail — the system finds the file, checks for duplicates, then files it
Prototype — in the live build this runs OCR (Azure) to read the mail, matches the file by claim # first (then policy #, name, address, or date of loss), and flags likely duplicates. Review and file everything right here. Backend: mail-intake.ts.
Document
Matched file
Destination folder
Status
Uploaded by
Actions
⚖️ Court Deadlines
Every court-set date across all matters · alerts at 10 days, 3 days, and day-of · synced to Outlook
🔍
Countdown
Date
Type
Client
Court / Judge
Set for
Reminders
Analytics · Data Tracking
Firm-wide spend, settlement performance, and an exportable sheet for bookkeeping & taxes
Admins only · computed live from the demo files. Date range filters on date of loss. "Export" downloads a per-case CSV.
📊 Business Snapshot — firm-wide at-a-glance metrics
By Carrier — click an underwriting company to expand claims · ⇄ to re-file it under another banner · check banners then Combine to compare
Carrier
Claims
New money
Avg fee
Expenses
PA fees
By Cause of Loss — click a cause to expand every claim · forecast = open claims × avg increase
Cause
Claims
Settled
Avg increase
Total new money
Open
Forecast
By Referral Source — click a company → salesperson → every claim they sent · client names are links
Referral
Claims
New money
Avg fee
By Public Adjuster — click a PA firm → every claim where they're the public adjuster of record · client names are links
Public Adjuster
Claims
PA fees
New money
By Expert / Vendor — click an expert to expand every claim they worked · client names are links⏳ REVIEW — placeholder
⏳ Placeholder — needs real-world testing. Likely stays vendor-specific for now; revisit adding sub-categories to group vendors later.
Expert / Vendor
Claims worked
Total spend
Avg / claim
Referred-Out / Partner Firms — click a firm → attorney → every claim referred · tracks what they've paid us
Partner firm
Cases referred
Paid to us
Admin · User Management
Add, remove, and set roles · visible to Admins only
Prototype — in the live build this screen is protected by login + server-side permissions. The "View as" switch (top right) demos how the Admin tab hides for Manager/Standard users.
Auto-runs every Monday in the live build · creates an ADMIN task of claims within 30 days of SOL for the users opted in below.
User
Email
Phone
Role
Wkly SOL alert
Analytics access
Status
Actions
Add a user
⚠ Data cleanup (Admin) — delete client files
Permanently deletes the client record AND every document, photo, payment, and stored file for it. This cannot be undone. Use it to remove test/demo files.
File #
Client
Stage
Delete
Profile & email signature — —
Your signature is added to the bottom of emails you send. Changes keep all existing work product.
Tip: you can paste a signature straight from Gmail or Outlook — colors, fonts, and sizes carry over.
Start typing to find a vendor or cost already in the system — pick it, or add a new one
Nothing selected yet — start typing above.
New expert / vendor
⚖️ Litigation — —
Defense, court, mediation, and referral / fee split
Defense counsel
Firm, attorney, and amounts paid feed the Referred-Out analytics. The fee share applies to the worksheet.
📤 Upload Documents — —
Upload several at once · pick a nomenclature type per file → name + folder auto-fill
⬇ Drag & drop files here — select several in your file explorer and drop them in. (Or paste an image with Ctrl+V.)
Pick a type to auto-name and route each file by your nomenclature rules (the destination folder shows automatically). Leave a type unset to keep the original name and pick a folder manually.
🔗 Request Documents / Photos — —
Send a secure upload link to the client or a third party
The link is private to this client's file, works on any phone (no login), and expires in 14 days. Uploaded photos/PDFs file straight into their case + a tracking task is created.
🔒 Secure medical-records link — —
Select records, generate an expiring link, and send it. The recipient downloads without a login.
The link is private to the selected files, works on any device with no login, and expires automatically. Records are never attached to email — only this secure link is shared. Generating a link is logged on the file.
Tagged documents
Documents tied to this expense — tap to open
Day
Everything scheduled — tap an item to open it
📥 Review uploaded documents
Outside uploaded — drag the bottom-right corner to resize · file to a folder, optionally run extraction, or delete
DTPA Demand — Enter Damages
These drop into the DTPA letter automatically
Attorneys' fees to date are pulled from the Experts / Fees ledger.
Review before sending
Confirm the details below — these auto-fill into the contract before it goes to DocuSign
Sending to: —
All fields are locked read-only on the contract. Jordan's signature is already in place; the client is the only e-signer.
Confirm send?
Review the recipients before this goes out
To: —
📄 Review letter — —· Step 1 of 2
Read it over and make any final edits. When it's right, approve it to compose the email — the letter attaches as a PDF.
Approving takes you to Step 2 (the email composer). The approved letter is attached there as a PDF — you then write the cover email and send. You can still go back from the composer to edit.
📄 Photo sheet — —
Drag to reorder · tick Exclude to drop a photo · add notes · export a PDF
ViewPDF
✓
Photo sheet saved
—
📥 Get an email from Outlook
Search your mailbox, then file the email and all its attachments into a client's case file — in one click.
✉ Compose email — Step 2 of 2
Your approved letter is attached as a PDF. Write the cover email; your signature is added below.
Signature preview (from your profile · edit in 👤 My Profile)
Attachment
Default: held 1 hour with a recall option, then emailed from your Outlook with the PDF attached and a copy filed to this client. Tick "Send now" to skip the hold.
↪ Move documents
—
⬆ Uploading — 0 / 0
Each file confirms as it lands in the file.
📝 Plaintiff's Original Petition — —
Day-63 auto-draft · pick the version, copy the prompt, draft it in Cowork with the template + case docs
How to draft: 1) Download the template below. 2) Open Cowork (or Claude), attach the template + the case documents (policy, both estimates, weather/expert reports, hot-topics memo). 3) Paste this prompt. 4) Paste Claude's result back into the template so the numbering and indents stay perfect. 5) File the finished petition to 07 Litigation.
Change stage — —
Defaults to the next stage — or jump to any stage
→
PA Involved?
Select an existing public adjuster or add a new one
⚖️ Court Deadline — —
Court-set date · creates 10-day, 3-day, and day-of reminders on the assignee's Outlook calendar
Adjuster — —
Saving keeps the prior adjuster as a business card in history
Past adjusters
🐞 Report a bug
Beta feedback — goes to Christopher
Build: — · Screen: —
Tip: a screen recording helps — Christopher can pull the details from it.
Possible duplicate
Similar entries already exist — pick one or confirm it's new
You're adding
—
Similar existing entries:
Add Referral Source
Add a new company, or pick an existing one and add a salesman — you can do both
🗑 Delete client — —
Permanent deletion removes the entire file from the CRM
Browse your Outlook and save emails straight to this client's file
Full-text search across subject, body, sender, recipients, claim #, policy #, client name, and property address. Tip: also matches dates and attachment file names.
⚙ Automations
DocuSign + auto-document creation · "alert" drafts and sends an ADMIN task to the assigned handler
Toggle on/off per automation. "Run now" drafts the document(s) and creates the ADMIN review task for this file.
🧾 Invoice — —
Auto-built from the settlement worksheet · editable before finalizing
Review the invoice above, then continue to the closing letter — they combine into one packet (closing letter first, invoice as page 2) ready to send / download / PDF.
🔍 Bryan's Sheet — —
Loss details + full file history · sort chronologically or by category · print selected
🔍 Bryan's Sheet — —
Read-only view · scroll to review · open in the browser to print or save as PDF
Document
📄
📬 Scan Incoming Mail
Upload a PDF or photo; we read it, locate the file (claim # first), and flag duplicates
Possible duplicate — compare
Review both side by side and decide if it's really a duplicate
📁 Currently in File
📨 Scanned Mail
Start a chat
Pick one person for a direct message, or several for a group
📸 Capture Check
Photograph the check — front required, back optional. Auto-scans the details.
New Money = checks received after signing, minus any excluded here. Attorney & PA fees compute off New Money only.
Front+back combine into one PDF, filed to Settlement & Disbursement › Checks Received, and added to Payments Received (all fields editable). Print combines all check PDFs into one document.
🧾 Disbursement / Settlement Statement
—
Auto-filled from the settlement worksheet, attorney/PA fees, and the Experts/Fees box. Edit any line, add credits or debits, then produce the filed PDF. Net to client recalculates live.
Total credits$0
Total debits$0
Net to client$0
🔎 Confirm Extracted Values — —
— · review the document on the left, confirm the values on the right · drag the bottom-right corner to resize (saved)
Linked to — · — · created by —
New client
How do you want to start this file?
Add the document
It uploads, files to the right folder, and runs the extractor.
i
💬 Messages
📸 Capture & file a check
Find the client by name, claim #, or address — then capture the check