Meet the first case management software to address the proliferation of service by email for all claims and cases
Built-in Email
Matter Inbox
Monitor and review emails and activities across all matters in a single location. Any incoming email not associated with a specific matter appears in the main inbox, allowing you to easily delete the email, create a new matter from it, or link it to an existing matter.
Matter Emails
All emails related to a matter are automatically saved within the matter's conversation, with attachments embedded and preserved. These attachments are also automatically saved in the Files Tab for easy access. Each email’s record is captured in the matter's timeline, keeping a clear and comprehensive log. Notifications alert you to new emails, enabling you to review all relevant messages without navigating away from the matter. Quick links make replying convenient, connecting you directly to emails requiring a response.
Electronic Signatures with DocuSign Integration
Send documents for electronic signatures with integrated DocuSign directly from Claimvoyance, eliminating the need to switch between platforms. Completed signature tasks are automatically saved, marked as done, and stored in the matter file for streamlined organization.
Automated Workflows
Task Lists
Task Lists encompass all automated emails, documents, deadlines, and billing entries required to complete each task. With features like electronic signatures built in, Claimvoyance further simplifies the claims process, providing a comprehensive solution for task management.
Automation with a Click
Generate automated emails and documents with a single click, streamlining claim-specific document creation. Should you need to adjust an automated document, Claimvoyance enables seamless in-app editing of Word documents.
PDF Conversion
Easily convert Word documents to PDF format within Claimvoyance, allowing for versatile file handling without needing external tools.
Automatically Update Clients
Shared File
Keep clients updated automatically on case progress by sharing portions of the matter. Clients can access their shared files through a secure link, where they can view completed tasks, ongoing activities, and scheduled events in the Matter calendar. They can also view documents placed in the shared folder or upload their documents directly to the shared file, making collaboration and updates straightforward.
Automated Task Lists
Task Lists
Automated Task Lists link together task-specific emails, letters, forms, court documents, billing, and deadlines, offering a fully integrated approach to task management.
Automated Documents
Create unlimited automated documents with full customization options using Claimvoyance's built-in Word add-in.
Automated Emails
Generate and customize unlimited automated emails directly within the platform for seamless and efficient communication.
Matter Task Lists
Access task lists within each matter, and use them to automate the workflow end-to-end. Deadlines are automatically calendared, and future tasks are triggered by key events. Quickly complete tasks by generating emails and documents, attaching letters, and marking tasks as done—all without leaving the matter. Files are saved in the Files Tab, where they can be organized with drag-and-drop functionality. When tasks are completed, time entries are automatically added, and any resulting deadlines are scheduled, ensuring that subsequent tasks are ready and assigned.
Monitor All Assigned Tasks
Manage Tasks
View tasks assigned to all users in the Tasks Tab, where you can also monitor tasks assigned to others. Edit matter tasks, link emails, documents, and billing entries, and assign statuses and priorities to keep everything on track. New tasks can also be created from a single location for any matter.
Monitor All Assigned Matters
All matters can be viewed in the Matters Tab, with filter options to display only specific cases. This feature provides easy oversight of ongoing matters.
Manage Appointments
Calendar
Manage appointments, deadlines, and events for all matters within the Calendar Tab, where they are displayed in an organized, easy-to-read format.
Manage Contacts
Contacts
The Contacts Tab provides a comprehensive view of all contacts. When a contact is a client, a direct link to the client’s matter is included, ensuring quick access to all client-related cases.
