Claims Management

Launch new claims quickly, whether starting from scratch or directly within an existing contract record. Pre-configured templates ensure consistency and compliance, while ad hoc entry options provide the flexibility to capture unique situations. This speeds intake while reducing errors from manual, unstructured submissions.

Classify and organize claims using a configurable taxonomy that fits your business, whether it’s contractual, non-contractual, internal, vendor, or customer. Consistent categorization improves reporting accuracy, trend analysis, and decision-making. By standardizing classification, teams can more easily identify recurring issues and proactively address root causes.

Enrich claims with the evidence needed for fast, fair resolution. Attach supporting documents, images, third-party statements, and structured metadata such as dates, amounts, and linked obligations. Having all relevant information in one place reduces back-and-forth requests and strengthens your audit trail.

Automatically route claims through multi-stage approval workflows designed to match your business processes. Built-in escalation thresholds ensure urgent or high-value claims are prioritized, while parallel stakeholder review prevents bottlenecks. This keeps claims moving forward without sacrificing thoroughness.

Plan and manage claim-related meetings without leaving the module. Send calendar invites, capture minutes of meeting (MoM), and assign follow-up tasks directly from the platform. By embedding this functionality, stakeholders can coordinate more efficiently and maintain a documented record of discussions.

Centralize all claim documentation in a secure repository with version control and audit history. Generate new documents from templates — such as claim letters or settlement agreements — complete with e-signature support. This ensures every version is accounted for and every change is tracked.

Maintain a detailed log of every action taken on a claim, including who performed it and when. This level of transparency supports compliance, simplifies audits, and builds confidence in the integrity of the claims process. With full traceability, nothing falls through the cracks.

Configure real-time email and in-app alerts for status changes, pending approvals, or SLA breaches. Automated notifications keep stakeholders informed without requiring them to constantly check dashboards. This helps prevent missed deadlines and accelerates decision-making.

Seamlessly link claims to related contracts, clauses, milestones, or financial terms for complete context. This integration enables users to see how a claim aligns with contractual obligations, making it easier to assess validity and impact. It also strengthens reporting by connecting operational and contractual data.

Manage and track claims that fall outside formal contracts, such as operational issues, insurance cases, or general customer complaints. This flexibility ensures that every type of dispute or request follows a consistent, documented process—regardless of origin.