Loss and mitigation handoff
Preserve the loss report, observed conditions, authorized mitigation and handoff evidence for one property incident.
Start this workflowProperty claims and restoration
Private workflows for mitigation handoffs, proposed-versus-authorized scope and supplements, and final restoration acceptance.
Your organization's private workspace. Your original records.
From scattered records to inspectable history
Each workflow creates a private Matter using the installed kit and its evidence categories. Add your own records after creation.
Preserve the loss report, observed conditions, authorized mitigation and handoff evidence for one property incident.
Start this workflowCompare estimate and supplement versions with actual authorizations, work and disputed items.
Start this workflowConnect the final authorized scope to supplied completion, inspection and property-owner handover records.
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How the record develops
Name the actual job, incident, asset or decision. The kit and workflow are recorded with the Matter.
Upload the records from your operation. Inspect source details and categorize evidence without replacing its original bytes.
See present and missing evidence categories. Completeness describes the record; it does not decide the outcome for you.
Package the preserved record and provenance for review. Export access follows your workspace's existing permissions and plan.
Built around your work
These private workflows organize the records you bring from your operation. The evidence categories are workflow design; they do not certify an outcome or decide whether an authority applies.
Keep the source material, the gaps, and the decisions in the same private history.
Create your first Loss and mitigation handoff Matter