FeatureLegal & Recovery
Never miss a deadline or leave recovery on the table.
What is subrogation for auto dealerships?Subrogation is the legal process by which a dealership recovers money it paid out for a claim from the party responsible for the loss. When a customer damages a loaner vehicle and their insurer pays the claim, the dealer can pursue the at-fault driver's insurer for reimbursement. Dealerships that track subrogation in a structured pipeline recover significantly more than those that rely on informal follow-up.
Structured litigation tracking keeps legal matters from falling through the cracks. Subrogation pipeline turns open recoveries into closed dollars.
$0Missed recoverywith deadline enforcement
70%Recovery rate targetvs industry avg of 15-25%
100%Deadline trackingdemand dates enforced by system
FullLitigation pipelinecase, firm, trial date, demand
Litigation tracking
Every matter. Every deadline. One place.
- Structured matter tracking: case number, court, venue, and status lifecycle
- Key-date management: answer due, mediation date, trial date
- Plaintiff and defense counsel contact info in one record
- Demand and settlement amounts tracked in cents — no rounding errors
- Handler assignment and flag-for-review workflow
- Litigation notes with soft-delete and author tracking
- Overdue highlighting on matters open more than 365 days
CLM-1085 filed — Loaner return damage
Claims
OpenIn ProgressAll
ClaimTypeVehicleStatus
CLM-1084Loaner DamageOpen
2024 Honda CR-V
M. Torres · Valley Honda
CLM-1081SubrogationDemand Sent
2023 Toyota Camry
R. Kim · Route 9 Toyota
CLM-1079Lot DamageBody Shop
2024 Ford F-150
J. Walsh · Valley Honda
CLM-1077Test DriveClosed
2023 BMW 3 Series
M. Torres · Metro BMW
CLM-1075Loaner DamageOpen
2024 Chevrolet Equinox
R. Kim · Route 9 Toyota
Subrogation recovery
What does the path from open recovery to closed dollar look like?
Each matter moves through a structured pipeline: flagged, demanded, negotiated, and closed. Every stage has a handler, a deadline, and an audit trail.
- Kanban pipeline: Identified → Demand Sent → Negotiating → Recovered → Closed
- Payment type tracking (check, ACH, settlement, etc.)
- Demand and recovery amounts per matter
- Structured notes tied to each subrogation record
- Reporting on recovered vs outstanding across the portfolio
Subrogation Pipeline17 matters · $48,200 in pipeline
Demand Sent
4SUB-0041$3,200
2023 CR-VProgressiveJun 12
SUB-0039$1,850
2024 F-150GEICOJun 8
Negotiating
2SUB-0036$5,400
2023 CamryState FarmMay 30
Recovered
11SUB-0031$2,100
2022 PilotAllstateSettled
SUB-0028$4,750
2023 AccordTravelersSettled