Claims Docket
Upload one demand or a batch, then track each document through AI extraction and source review.
Response dates requiring attention
Response deadlines
Current month · hover a marker for claim details.
Operational claim exceptions
PHI-minimized queue data. Expand a row for evidence and governed actions.
Upload demands
Drop demand PDFs here
Add one file or select multiple demands. Each PDF is saved as a separate review.
Claims history
Claims history is loading.
Open claims
Firm-private demand inventory with explicit processing provenance.
| Claims docket has not loaded. |
Closed claims
Resolved claim files preserved as a read-only organization record.
| Claim | Claimant | Closed | Demand received | Known demand | AI passes | Extraction | Action |
|---|---|---|---|---|---|---|---|
| Closed claims have not loaded. | |||||||
Demand Review
Source-linked fields, reviewer decisions, and outstanding-item awareness.
My Documents
The original source remains part of this claim. Add later records, then refresh structured outputs.
Document-set versions
Inspect the exact source membership recorded at each version. Historical selection is read-only and does not change the current claim.
Source cross-check pass
A second model pass re-reads the source to check deadline, exact conditions, demand amount, bills, procedures, and apparent completeness. It is not an independent provider.
Extraction warnings
Field-level disagreement management
Primary, verifier, and adjudicator outputs remain separate. Agreement requires current source evidence; only a reviewer can approve the final field value.
Point-in-time reconstruction
Reconstruct a stored review, frozen document set, evidence, and human decision chain. This action is read-only and never contacts an AI provider.
Outstanding review items
Completeness intelligence
Source-linked and deterministic checks distinguish supplied evidence, package omissions, and ambiguity. “Not supplied” never means an event, treatment, or document did not exist.
What Changed
Document context is separated from material fact proposals. Every material change remains source-linked and reviewer-controlled.
Human fact dispositions
Resolve supporting and conflicting exact-source evidence. Model output cannot create these reviewer dispositions.
- Model extractionSource-linked model output; reviewer confirmation required.
- Deterministic signalRule or reconciliation result; not a claim decision.
- Independent verificationSeparate verification result preserved from the primary output.
- Human decisionRecorded reviewer disposition with rationale.
Case Overview
Loss location reference
Keep the documented location inside Pipeline Claims and confirm it against source records. External maps are disabled for PHI safety.
Demand Conditions
Confirm the response deadline, demanded amount, and every exact settlement condition against the submitted source.
Deadline and condition execution
Source dates remain candidates until a reviewer confirms one. Mandatory conditions need an owner, governed disposition, and current proof before final action.
Saved-review condition checklist
Preserved review fields remain editable draft context. Governed completion and final-action blockers are recorded in Response Control above.
Lien and Medicare interest review
Signals are screening aids, not lien determinations. Confirm Medicare, Medicaid, ERISA, and other lien interests before release.
Demand Index
Facts of Loss and Liability
State-specific considerations
Issue spotting for the documented loss jurisdiction; not a legal conclusion.
Coverage
General Damages
Negotiation Range
Source-derived context can prefill empty fields. Every negotiation value remains editable and reviewer-controlled.
State reduction context
General paid-versus-billed, PIP, and collateral-source review context. Verify current law and claim-specific applicability.
Strengths and weaknesses
Evidence-grounded considerations used to prepare the negotiation range.
Strengths
Weaknesses
Demand and offer timeline
The chart updates from saved negotiation entries. Lines carry the latest recorded amount forward until the next entry.
Negotiation log
Reserve review
Reviewer-controlled current case reserves. Pipeline does not recommend or automatically change reserves.
Document review
Claims actions
Internal authority and carrier correspondence. Reviewer approval remains required.
Demand Follow-Up Letter
Builds a numbered request from source-bound missing-document signals in the saved review.
Release Creator
Generated draft
Administrative work records
Register work from the current saved claim, then preserve a separate approval snapshot. These records cannot send, pay, offer, execute a release, write back, or close a claim.
Case lifecycle
Open a saved claim to load its durable status.
Closing requires a current server readiness receipt. Unresolved mandatory review items require a supervisory override with a recorded reason.
Internal case note. Avoid unnecessary medical detail.
Only organization owners, administrators, and claims managers may change retention or legal hold.
Change history
Immutable review versions and server-recorded claim events for this claim.
Compare saved reviews
Every guarded save creates a server snapshot. Compare two versions without changing the current claim.
Claims analytics
Tenant-scoped operational measures from saved demand reviews, cases, supporting documents, and workflow events.
Claim inventory
Demand processing
Deadlines and coverage
Demand and specials
Missing financial values are excluded, never treated as zero.
Reserving
Combined reserve is reported only when both indemnity and expense reserves are known.
Supporting records and jobs
Saved demand reviews by month
| Jurisdiction | Reviews | Share |
|---|
Law-firm review profile
| Law firm | Reviews | Open | Closed | Known demand | Avg demand | Known specials | Avg specials | Known reserve | Avg reserve | Latest review |
|---|
Audit trail
Reviewer and system activity remains tenant scoped.
Claims team
Manage tenant membership and Claims-specific roles. Server permissions remain authoritative.
Add a team member
Enter the authenticated account identifier used by your identity provider.
Organization roster
Owner and administrator Claims roles follow organization membership and cannot be downgraded here.
| Account | Organization role | Claims role | Joined | Action |
|---|---|---|---|---|
| Team members have not loaded. | ||||
Workspace settings
Configure source-review guidance while server-owned roles and permissions remain authoritative.
Instructions applied during extraction
Use concise review priorities and terminology. Do not enter claim-specific facts or instructions that ask the model to ignore source evidence.
Preferred analysis order
Choose the first agent and backup order. Every provider remains subject to source, schema, and human-review guardrails.
Carrier validation controls
Firm-owned configuration and count-only validation metadata. No source text, identities, automatic correction promotion, cross-customer learning, provider calls, or model-weight training.
Private gold-set manifest
Versioned calibration profile
Validation scorecard
Corpora
Profiles
Scorecards
Pipeline Claims
This workspace contains carrier-side demand review and claims actions only. Product assignment is verified by the server.
Decision safeguards
Coverage, liability, medical, coding, state-law, authority, offer, and release decisions remain reviewer controlled and auditable.
Production prerequisite
Do not process real claim data until authentication, private storage, retention, approved vendors/contracts, monitoring, and organizational approvals are configured.
Assurance evidence
Inspect tenant-scoped connector, validation, and governance records without overstating external readiness.
Connector previews and receipts
Only the deterministic mock connector can execute. Carrier providers remain unconfigured; no live connectivity is represented.
Validation scorecards
Immutable aggregate run and scorecard bytes only. Missing measures remain unknown; an empty registry is not a zero result and does not establish a completed pilot.
Governance exports
Exports distinguish implemented, planned, external, and customer-owned evidence. They are informational and do not claim compliance or certification.
Claims review guide
Use this sequence when a represented bodily-injury demand arrives.
- Control the demand.Confirm received date, response deadline, demanded amount, and exact conditions.
- Verify the source.Resolve red fields, page gaps, discrepancies, and missing exhibits before relying on the review.
- Apply judgment.Record coverage, liability, state, billing, and valuation decisions with reasons.
- Escalate authority.Prepare a supervisor-ready authority request from the reviewed file.
- Document resolution.Record offers and demands, review outward drafts, and preserve the audit trail.