Everything We CanBuild for You
A comprehensive toolkit for claims operations. If you can describe it, we can probably build it.
Find What You Need
Case Management
Bespoke CMS for any claim type
Custom case stages and workflows
Multi-party case handling
Task and deadline tracking
Document storage and management
Case assignment and routing
Priority and escalation rules
Client-Facing
Branded client portals
Self-service document upload
Real-time case status tracking
Secure messaging between client and firm
Mobile-responsive design
Custom branding to match your firm
Communications
Automated SMS sequences
Email automation (triggered by case stage)
AI voice agents (outbound chasing)
Web chat (live or automated)
WhatsApp integration
Bulk messaging campaigns
Personalised templates
Telephony
Integrated diallers (click-to-call from CMS)
Automatic call logging
Call recording
AI call review / QA scoring
Voicemail drop
Call disposition tracking
Callback scheduling
Documents
E-signature (integrated, legally binding)
Document generation from templates
Automated document chasing
ID verification
DSAR automation
Document tagging and search
Version control
Integrations
API connections to any system with an API
Lender portal integrations
Payment gateway integration
Accounting software sync
Calendar integrations
Court system integrations
Custom webhooks and triggers
Reporting & Dashboards
Custom dashboards (see what matters, nothing you don't)
Real-time KPIs
Team performance tracking
Pipeline and forecast reporting
Conversion metrics
SLA monitoring
Export to CSV/Excel
Automation
Workflow triggers (if X happens, do Y)
Task automation
Status change rules
Escalation logic
Scheduled actions
Conditional logic branches
Notification rules
Lead Generation
Intake forms (optimised for conversion)
Landing pages
Multi-step funnels
Lead capture and routing
Source tracking
A/B testing
Form analytics
AI-Powered Tools
AI voice agents (outbound calls, document chasing)
AI call review (automated QA, scoring, flagging)
Chatbots (lead capture, client queries)
Document analysis
Lead scoring
Sentiment analysis
Security & Compliance
GDPR-compliant infrastructure
SRA-ready systems
Role-based access control
Audit logging
Data encryption (at rest and in transit)
Isolated cloud environments
Regular backups
Hosting & Support
Fully managed hosting
24/7 monitoring
Continuous updates
Dedicated support
Uptime guarantees
Disaster recovery
Payments & Finance
Escrow management
Fee calculation
Settlement distribution
Invoice generation
Payment tracking
Bank reconciliation
Refund processing
Client Onboarding
KYC/AML checks
Credit checks
Affordability assessments
Identity verification
Welcome sequences
Eligibility screening
Terms acceptance tracking
Case-Specific Tools
Settlement calculators
Claim valuation tools
Offer management & tracking
Negotiation history
Court/tribunal submission prep
Letter of Authority generation
Lender correspondence automation
FOS submission tools
Interest calculators
Eligibility checkers
Team & Access
User management
Permission levels / role-based access
Team workload balancing
Supervisor sign-off workflows
Training mode / sandbox environments
Activity logging per user
Department separation
Data & Migration
Data import from legacy systems
Bulk uploads (CSV, Excel)
Data cleansing tools
Migration support
Historical data preservation
Duplicate detection
Quality Assurance
Compliance checklists
Case review workflows
Supervisor approval gates
Audit trails
Error flagging
SLA breach alerts
Spot-check sampling
This is not an exhaustive list — if you can describe it, we can probably build it.
Let's Discuss Your Needs