FeatureExternal Collaboration
Bring body shops and adjusters in.
External parties — body shops, adjusters, independent handlers — can access the specific claims they're working on. No email chains. No status calls. Everything on the claim record.
1 linkExternal inviteclaim-scoped access only
ZeroVisibility outside claimstrict record isolation
FullAudit trailall external activity logged
InstantAccess revokeone click when matter closes
The problem
Why doesn’t email scale for claims involving external parties?
A body shop needs repair photos and authorization. An adjuster needs damage documentation and the claim timeline. An independent handler needs status. Right now, all of that travels by email — attachments, reply chains, missed threads, duplicate files. The result is delays, version confusion, and a claim timeline that lives in someone's inbox instead of the claim record.
How it works
Invite. Access. Collaborate. Close.
- Invite any external party to a specific claim with one email
- External users see only their claims — nothing else in your account
- Upload photos, estimates, and documents directly to the claim record
- Notes and approvals logged on the claim — not buried in an inbox
- Access revoked instantly when the matter is closed
- Full audit trail includes all external activity on the claim