Document & Evidence Management

Photos and reports emailed as attachments across a dozen threads are evidence that's hard to find when a claim needs it most. We build the system that keeps every document tied to its claim.

What we build

• Centralized document storage: Photos, estimates, and reports attached directly to each claim file.
• Evidence organization: Documents categorized and tagged for fast retrieval.
• Version tracking: Every revised estimate or report tracked with a full history.
• Secure sharing: Documents shared securely with insurers and legal counsel.

Implementation scope

Document management connects to the client portal, so clients can upload evidence directly to the correct claim file.