Manage cases, generate documents, track time, invoice clients, and organize your entire practice — one platform, built by an appraiser who needed it.
Purpose-built features for appraisers and umpires. No vaporware — built by someone who does this work daily.
Manage appraisals from assignment to award with role-specific workflows for policyholder appraisers, carrier appraisers, and umpires. Track claim details, parties, milestones, and status — your entire caseload visible at a glance from the dashboard, with a unified activity log tracking every action for complete case history.
Generate Declarations of Appraiser, Selections of Umpire, Award forms, and retainer letters pre-populated with your appraisal data — no redundant data entry across forms. Customize coverages and verbiage to match your practice.
Track time in customizable increments with configurable hourly rates per appraisal or line item. Manage retainer payments and umpire retainer split invoices. Log expenses for hover measurements, engineering reports, and other costs.
Generate professional invoices from tracked time and expenses. Export as PDF or Excel with your firm's letterhead. Track invoice status from draft through sent to paid, with configurable numbering and payment recording.
Drop a Xactimate estimate into a new appraisal and AI extracts the insured name, property address, carrier, claim number, policy number, date of loss, and type of loss automatically — even from scanned or image-based documents.
Forward case correspondence to a unique per-appraisal email address. Forward referrals to your personal intake address and AI auto-creates a draft appraisal — pre-filled with the insured, address, claim and policy numbers, and any Xactimate estimates attached. Flag emails for follow-up directly from your inbox.
Schedule site visits, inspections, telephone conferences, and meetings with per-event timezones for travel cases. Send invitations with RSVP tracking and "time-to-leave" reminders that calculate live travel time. Sync with Google Calendar and Apple Calendar via iCal subscription.
Organize documents with drag-and-drop uploads, file categories, and inline preview. Share single files or curated bundles via expiring secure links — recipients download a single ZIP without ever creating an account. Keep estimates, correspondence, photos, and reports in one place per appraisal.
Maintain a directory of opposing appraisers, umpires, attorneys, adjusters, and contractors. Quick-add professionals to any appraisal with type-ahead search.
Build umpire candidate lists from your professional directory in a few clicks. Generate formatted candidate list documents ready to send, or copy candidates directly into your email.
Drop in two Xactimate estimates and AI extracts every coverage, section, and line item — then compares them with full coverage-aware matching. Get color-coded reports showing what's agreed, what's disputed by quantity, specification, or scope, and what's unique to each side. Configurable tolerance, per-line overrides, exportable PDF.
Add appraiser and staff seats to your firm's account with granular permissions. Office managers see and manage cases without billing time; appraisers handle their own caseload with full visibility into team activity. Reassign cases when someone leaves — no data loss.
Track cycle time, carrier performance, and appraiser productivity. Filterable by date range, role, and counterparty. Export to CSV, Excel, or PDF for partners, audits, or your own records.