Complete your workspace setup
Use onboarding to configure the essentials that unblock your team's first live workflow in claimOS without wandering through scattered settings pages or launching half-finished defaults.
Walkthrough
First claim walkthrough
A short buyer-facing walkthrough of how claimOS turns launch readiness into the first live claim without losing momentum, context, or team trust.
Poster previewWatch with transcript
The poster should immediately communicate the sales story: claimOS gets a team from setup into a real working claim quickly, clearly, and without a messy handoff.
Start with the poster frame to orient the team, then use chapters and the transcript below to jump straight to the part of the workflow you need.
Chapters
What this video covers
Use the chapter breakdown when you want the fastest path to the exact moment your team needs to review.
Begin from the ready-to-launch state · 0:00
See how claimOS points the team from launch readiness straight into the first live workflow instead of leaving them to figure out the handoff manually.
Create the first claim with immediate clarity · 0:16
Capture only what matters to make the record real, team-readable, and ready for the next action.
Prove the handoff is already clean · 0:33
Finish by showing how files, communications, and the next move all have a clear place to land once the claim exists.
Transcript
Read the walkthrough
The full transcript stays visible on the page so teams can skim, search, and reference the workflow without needing to watch every second.
Start from a workspace that is ready to carry real work
The walkthrough opens from the launch-ready state because the sales point is simple: the team should know exactly where the first real claim begins, without guessing between setup tasks and settings screens.
Create the record without turning intake into a project
The middle section focuses on the minimum information needed to make the claim real, assignable, and ready for action instead of trapping the team in slow setup-by-data-entry.
End with a claim the team can trust
The close stays buyer-oriented: the claim is not just created, it is readable, ownable, and ready for the next action, which is where immediate value shows up.
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