Skip to main content
ClaimFileHQ
For attorneys · Property claim matters

Property claim file software for attorneys and legal teams.

Organize evidence, estimates, documents, and communication for every property claim matter — with deadline tracking and appraisal and expert coordination in one workspace.

An attorney reviewing claim evidence, deadlines, estimates, and appraisal documents.Preview
The claim record

An appraisal matter is an evidence problem first.

By the time a coverage or appraisal matter is contested, what matters is what the record shows and when it showed it. These five stages keep that record defensible.

  1. 01

    Matter intake

    The referral opens a file with the claim, the policy, and the parties on it.

  2. 02

    Claim record

    Loss details, correspondence, and status on one record with a history behind it.

  3. 03

    Evidence

    Documents and photographs organized per matter, with version history.

  4. 04

    Appraisal coordination

    The appraiser you engage works the file; submissions and revisions are recorded.

  5. 05

    Resolution

    The matter closes with a timestamped history of every action taken on it.

The stages the file actually moves through

The workflow as it is configured in ClaimFileHQ, stage by stage.

  1. 01Lead received
  2. 02Documentation reviewed
  3. 03Estimator sent
  4. 04Repair estimate received
  5. 05Waiting on expert reports
  6. 06Estimate & documents sent to carrier
  7. 07Negotiations with carrier
  8. 08Agreement is reached
  9. 09Waiting on payment from carrier
  10. 10File closed

What a contested claim record usually lacks

Evidence spread across matters

Estimates, photos, and documents for a property claim need to be organized and retrievable per matter.

Expert and appraiser tracking

Coordinating experts, appraisers, and their files is hard without a clear record on the matter.

Deadlines carry real consequences

Missed deadlines have stakes — task and deadline tracking has to be reliable and visible.

Communication history

A complete, organized communication and document history matters for the file and the case.

What they use

The parts attorneys live in

An appraisal or coverage matter is an evidence problem first. These are the parts that keep the record straight.

  • Claim File Hub

    Every document, photo, estimate, note, and task organized per claim file — searchable and audit-ready.

    Included in every plan

  • Documents

    Collect, organize, and version policies, estimates, correspondence, and evidence per file.

    Included in every plan

  • File Notes

    Internal notes and activity history that keep the whole team aligned on every file.

    Included in every plan

  • Automations

    Rules that route files, assign tasks, and send confirmations as events happen.

    Included in every plan

  • Audit History

    A complete, timestamped record of activity on every file for accountability and review.

    Included in every plan

  • Reporting

    Unified reporting across client workflows, users, and offices — even when each runs its own stages.

    Included in every plan

Product preview

The workspace, on one open file

A look at the command center, organized around this role's workflows.

app.claimfilehq.com/attorneysPreview
Active Matters
13
Deadlines
4
Resolved
7
Client WorkflowsSample data
Active Matters13
Appraisal / Litigation5
Resolved7
File deadlineActive Matter · Response dueDeadline
Organize expert fileAppraisal · Estimates receivedEvidence
Close matterResolved · Final docsCloseout
Recommended setup

Where attorneys usually start

Start with your own matters; add the firm when paralegals work the same files.

  • Solo operation

    You handle your own matters and the claim record behind them.

    Solo Professional$199/mo
  • Internal team

    Paralegals and staff work the same matters.

    Team$499/mo
  • External assignment network

    You coordinate outside appraisers on appraisal matters.

    Partner Network$599/mo

Schedule Engine and Photo Engine are optional modules, priced separately. See pricing for full plan and module details.

Related resources

Resources for attorneys

Free, ungated guides and checklists for running organized claim files.

Run every claim file from one command center

Start a free trial and run a real file through intake, inspection, position, and closeout.