PA files arrive disorganized and incomplete
Your PA partner sends a Dropbox link. Inside: 300 unlabeled photos, five versions of the estimate, and no clear claim timeline. Reconstruction starts before the legal work does.
Built for insurance plaintiff attorneys
Every claim file, organized. Every case, tracked.
Insurance plaintiff attorneys live or die by the quality of the record. Disorganized PA files, missing documentation, and no central timeline are the liabilities that follow every file to deposition. claimOS gives you the documentation infrastructure that PA firms should have built, and a clear window into every active case.
Pain points
What's costing you time on every file?
These are the workflow problems we hear most from insurance litigation attorneys working with PA firms and carriers.
No central repository makes discovery painful
Documents live across email, cloud folders, and PA platforms you don't have access to. When opposing counsel requests production, the scramble starts.
Tracking status across 50+ cases requires a full-time staffer
Every case has a different carrier, different adjuster, and different stage. Keeping that matrix accurate in a spreadsheet is a job in itself.
Collaboration with PA firms is one-way and slow
You need updated documentation and timeline additions from the PA team constantly. Getting it requires emails, calls, and follow-up — instead of a shared working record.
The fix
How claimOS works for litigation teams
The product was built for PA firms first, which means the documentation discipline is built in — and your team gets the benefit.
Without claimOS
Files arrive incomplete and need to be reconstructed
With claimOS
When PA partners use claimOS, you receive a structured claim record — photos organized by date and type, a complete activity log, and a linked document set — not a Dropbox folder.
Without claimOS
No central repository for discovery
With claimOS
Every document attached to a claimOS file is indexed, version-controlled, and exportable in structured format. Document production becomes a filtered export, not a manual search.
Without claimOS
Case status spread across a spreadsheet matrix
With claimOS
The reporting module gives you a live caseload view: current stage, last activity, outstanding requests, and next deadlines — sortable by carrier, claim type, and counsel.
Without claimOS
Collaboration with PAs requires back-and-forth emails
With claimOS
The collaboration portal gives your firm and the PA firm a shared view of the same claim file — with role-based permissions controlling what each party can see and edit.
Platform modules
What litigation teams use most
Document Repository
All claim documents — estimates, photos, correspondence, reports, and expert materials — in one indexed repository. Full-text search. Version history. Export to PDF or structured format.
Caseload Reporting
Custom reports across your full portfolio: claims by stage, claims by carrier, outstanding amounts, and timeline gaps. Built for litigation status meetings, not just internal ops.
PA Firm Collaboration Portal
Give your PA partners controlled access to add documentation and update claim status in real time — so the record stays current without a game of phone tag.
Claim Timeline View
A chronological view of every action on a claim — from first notice to current stage. Surfaces gaps, delays, and carrier response patterns that build your narrative.
Recommended workflows
Start with the highest-leverage workflow improvements
Need team-size implementation variants? Open playbooks.
Evidence Management
Workflow page tailored to this audience's operational needs.
View workflow pageResponse Preparation
Workflow page tailored to this audience's operational needs.
View workflow pageTimeline Operations
Workflow page tailored to this audience's operational needs.
View workflow pageFAQ
Common questions before you start
Does my PA firm partner need to be on claimOS for this to work?
Ideally yes — the greatest benefit comes when the PA firm uses claimOS to structure the file, and your firm accesses it through the collaboration portal. We can help introduce the platform to your referral partners.
Can we control what PA firms and experts see in the portal?
Yes. Role-based permissions control document visibility, activity access, and editing rights. You can give a PA firm full access or read-only access to specific document sets.
How does claimOS handle confidential attorney-client materials?
Documents can be marked with access tiers. Attorney work product and privileged communications can be restricted to your internal team only, even when sharing the broader claim file with partners.
Related audiences
See how other claim-response teams use claimOS
Plan your rollout
Follow the commercial path that supports the public-adjuster wedge.
Start with the category, validate the workflow, then compare before rollout.
Public adjuster software
Start with the main commercial category page built for the core buyer wedge.
Open category pageClaim workflow software
Validate the execution-visibility wedge that serious operators usually feel first.
Explore workflow pageSoftware comparisons
Use the compare hub to move from buyer framework into the vendor page that matches your current stack.
Open compare hubReady to see it in action?
See how litigation teams use claimOS to build stronger files
Book a walkthrough focused on how claimOS integrates with your PA firm relationships and what the document workflow looks like in practice.