Case Document Management Software

Keep track of claims and have nearly instant access to all the necessary details: date and place of the loss, policy limits & reserves, filing information and more.

Host your data on premises or in the Cloud, whichever works best for your office.

Build workflows, assign tasks, set deadlines or send emails at any stage of a case.

ontacts are stored in one centralized location, making sure everyone has access to the most current information. Easily determine relationships and involvements with any case.

Your own customized dashboard with reminders, messages, alerts and more.

Keep track of the details of any item (vehicles, dwellings, etc.) involved with a claim; an invaluable feature with subrogrations.

Easily track dates, deadlines, responses and what method of service was used.

Centralize your document store. Create your desired folder structure. Easily search for and retrieve any document you’ve created or attached to a file.

Quickly create new documents by tapping into  the document assembly feature.

Non-technical tools empower key staff to meet current and future requirements.

Reporting features work across different locations. And, our Enterprise solution provides the flexibility needed to use corporate resources with minimal effort and still function as an independent entity.

Save emails and attachments to your case. Keep your inbox uncluttered. Make future retrieval a breeze.