Recent Cases

Quickly return to recently updated cases.

Admin Queue

Assignment requests and cases requiring admin review.

Pending Approval

Unassigned Cases

Rejected / Reopened

Recently Approved

Intake Queue

Website assignment requests submitted from the public form.

Invoices

Build billing in the portal first. No PDF is created until you click Create Invoice.

Only one active invoice is allowed per case. Void the existing invoice before creating another one.

Invoice Editor

Add manual line items and save invoice status.

Invoice Date Due Date Status Bill To Bill To Email Client Company Claim Number Claimant / Subject Assignment Type

Notes

Line Items

Billing Presets

Add common service line items quickly. Rates and quantities remain editable.

Total: $0.00

Save billing while editing. When billing is complete, click Create Invoice to generate the PDF and save it into the case's Case Files.

Schedule

Scheduled assignments based on Assignment Date, not Due Date.

Schedule

Add New Case

Claim Number Client / Carrier Adjuster Name Adjuster Email Insured Name Claimant / Subject Name Date of Birth Height Weight Race Provided Address Secondary Address Subject Represented? Medical Appointment? Date of Loss Loss Location Alleged Injury / Loss Assignment Type * Priority Status Assigned Investigator Due Date

Assignment Scheduling

Assignment Date Start Time End Time Appointment Time Report Type

Case Summary Vehicle Information Physical Description Notes Known Associates / Household Members Known Employer / Work Location Special Cautions Additional Identifiers / Notes Medical Information Special Instructions

Dashboard