Overview
Status, open tasks, activity timeline, and whether the report is still current.
For adjusters
Track follow-ups, see what changed, finish reports — and know when a report needs updating.
CLM-0001
Kitchen water damage
Reports
Draft built from everything on this claim
Inspection report — draft
Kitchen water damage documented. Photos show cabinet swelling and floor moisture. Contractor estimate pending…
Review, edit, and save — new versions when the claim changes.
How it works
Gather materials, track people and dates, get reminded when something’s due, deliver a report — and regenerate when the claim moves on.
Collect
Photos, documents, transcripts, and notes
Track
Follow-ups, waiting-on, and claim status
Notify
Email reminders for due and overdue tasks
Deliver
Draft reports — regenerate when new info lands
Per claim
Six focused tabs — overview, files, transcript, notes, people & tasks, and reports — so nothing lives in email threads.
Status, open tasks, activity timeline, and whether the report is still current.
Photos, documents, and estimates — versioned when you upload updates.
Inspection notes — paste, upload a file, or transcribe audio.
Manual notes and anything generated for the claim.
Contacts, follow-ups with waiting-on party, and reminder emails.
Generate, regenerate when stale, review, and save with version history.
Reports tab
CLM-0001 · Inspection report
Report is out of date
Photo uploaded yesterday — not in the saved report yet.
Regenerate → review → save v2
Inspection report · v1 saved Jun 12
Summary of kitchen water damage, photos referenced, contractor estimate pending…
Draft ready after regenerate
Includes new photos and latest notes
Reports
Generate drafts from everything on the claim. When you add photos, notes, or transcripts later, Claimpini tells you the report is out of date — regenerate, review, and save a new version.
Draft from claim materials
Pull in files, notes, and transcripts to generate inspection reports and summaries.
Out-of-date alerts
New uploads or edits after a save? Overview, inbox, and reports all flag it.
Version history
Each save is a new version — who updated it and when, without losing the last draft.
Stay in the loop
Due follow-ups land in your inbox and your email. Every upload and update shows on the claim timeline.
Email reminders
A daily nudge when a follow-up is due or overdue — so you can chase it before it slips.
What changed and when
Photos, notes, and updates land on the claim timeline. You always know what happened last.
Who's on the claim
Contacts, adjusters, and who you're waiting on — in one place, not scattered in email.
On the claim
Recent activity
Reminder · Estimate due Friday
CLM-0001 · Today
Photo uploaded · Kitchen damage
CLM-0001 · Yesterday
Waiting on contractor · 3 days
CLM-0002 · Mon
Tomorrow: follow-up reminder for CLM-0001
Big picture
Dashboard for your day and the firm: overdue tasks, quiet claims, reports to review, bottlenecks, and team workload.
Dashboard
Today + firm overview
3
Overdue tasks
5
Quiet 7+ days
2
Reports to review
Open tasks blocked by homeowners, contractors, and carriers
18 open tasks waiting on third parties
Days since the last update on a claim
19 claims with no activity in 8+ days · team workload below
What you get
Adjuster inbox
Your open claims, sorted by what needs attention first.
Six-tab workspace
Overview, files, transcript, notes, people & tasks, and reports per claim.
Follow-up tracking
Who you're waiting on, due dates, and days since last contact.
Email reminders
Daily reminders when follow-ups are due or overdue.
Activity timeline
Full history of uploads, notes, status changes, and reports.
AI report drafts
Generate reports from claim materials — edit before you save.
Report freshness
Alerts when new info means the saved report is behind the claim.
Team dashboard
Aging, bottlenecks, workload, and firm activity in one view.
Get started
Sign up, add a claim, upload a few files, and see if it fits how you already work.