Open the claim or appeal
Keep the decision, parties, source dates, and current stage together.
Legal Office US · Early access
Organize the denial, evidence, costs, and candidate deadline before response review.
Keep denial records, evidence, costs, delivery dates, assigned follow-ups, and attorney review in one claim or appeal view.
Need several workflows or a tailored rollout? Configure it with usCLAIM RESPONSE NOT READY
MissingConfirmed denial delivery date
Assigned toMatter lead
Next stepConfirm the delivery date from the source record
Attorney reviewRequired before any deadline, filing, final document, or external action
What slows the claim or appeal down?
The denial letter PDF is in a portal while evidence and costs sit elsewhere.
Carrier, agency, court, and state deadlines differ and need confirmation.
Response notes and evidence requests are scattered across email and matter notes.
One response matter view, one clear next action
- ✓ Denial, evidence, and cost records in one place
- ✓ Unconfirmed dates and missing evidence visible
- ✓ Every follow-up assigned to a responsible person
- ✓ Attorney review visible before a deadline or response is treated as final
From intake to attorney review
Add the denial and evidence
Collect decision records, policy or claim materials, evidence, costs, and correspondence.
Surface missing items and date candidates
See which evidence or source date still needs confirmation.
Assign the next step
Give each evidence request or date verification to a specific person.
Send the response to attorney review
The attorney confirms the deadline and reviews the response before external action.
What the workflow keeps together
Decision and claim records
Evidence and exhibits
Costs and valuation materials
Delivery dates and deadline candidates
Next steps and responsible staff
Attorney review history
Adapt the response checklist to the forum and jurisdiction.
Your firm confirms the carrier, agency, court, state, delivery event, response route, and deadline. The workflow never turns a candidate date into legal advice or a final deadline.
How do you want to start?
It is the same system — choose the way you want to begin.
Use the ready workflow
Start with the prepared matter workflow and adjust fields, checklists, and roles to match your firm.
Run your next claim or appeal in one review queueConfigure it with us
Need multiple workflows, integrations, or a firm-wide rollout? Configuration support is available.
Configure it with usDon’t see your matter type?
Start with a flexible matter for documents, tasks, responsible staff, missing items, and attorney review. Add your own checklist or configure the workflow with us.
Configure this matter with usThe firm stays in control
Robo Connector organizes matter data, documents, missing items, and tasks. Legal judgment, deadlines, final documents, filings, submissions, and client advice stay with the firm.
Security, privacy, and legal boundaries