Handle Proposal for Settlement

Stay on Top of Deadlines with Main Inbox Alerts

With Claimvoyance, proposals for settlement are delivered directly to your main inbox, minimizing the risk of missing important deadlines. This centralized inbox ensures every critical document is in one place for easy tracking and management.

Automated Task List for Seamless Workflow

As soon as a proposal for settlement is received, Claimvoyance sets an automated task list. This workflow schedules deadlines and triggers essential tasks, so you’re always prepared to respond promptly and efficiently.

Send Offer to Client with Automated Updates

Generate an automated email and letter to send the proposal for settlement to your client. Easily make adjustments within Claimvoyance as needed and convert the document to PDF with a single click. This feature keeps client communication clear, professional, and organized.

Provide Clients with Information and Options

Clients receive a comprehensive update, including the offer and any applicable statutes or rules. They are also provided with links to accept or reject the offer, making their decision process straightforward and informed.

Record Client Decisions Instantly

Clients can submit their decision by entering an email response. The decision is automatically recorded, with a notification sent to confirm submission, ensuring timely updates and accurate records.

Automated Follow-Up Tasks Based on Client Decision

Once the client’s decision is recorded, follow-up tasks are triggered automatically. If the client accepts the offer, generate a notice of acceptance in seconds. If they reject the offer, simply click to enter an internal note confirming the rejection.

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