ClaimDeck
From first call to final check. Every claim, every dollar, in one place.
ClaimDeck runs the full restoration lifecycle — Lead → Claim → Service → Payment — with insurance claim management, public adjusting, and litigation tracking as first-class workflows. Built for contractors who actually fight (and win) claims.
Every workflow your team actually runs.Modeled in software, not bolted on top.
Lead Intake & Inspection Scheduling
Capture inbound prospects, schedule inspections, route to estimators. One-click convert to Job with estimates rolled up from work items.
Insurance Claim Management
Full FNOL record — policy details, coverage limits (A/C/D, mold/water sub-limits, deductible), adjuster directory (field, desk, supervisor, appraiser, umpire), signer checklist.
Public Adjusting & Litigation
PA company, individual specialist, retainer status, attorney link, litigation notes. Loss types like 'Claim with PA' and 'Pre-suit & Litigation' sub-statuses are first-class.
Project-Type Playbooks
Water Mitigation, Mold, Roofing, Rebuild, Biohazard, Fire/Smoke, Contents Packout — each with its own status workflow and contextual sub-statuses.
Estimating, Change Orders & Invoicing
Per-service estimates, change-order tracking, invoice totals/paid/owed auto-calculated. Rebuild cost breakdown (gross, materials, PM, overhead, labor).
Payments & Collections
Split tracking of customer payments (deductible / copay / OOP) vs insurance. Check destination & status, deposited-only counting toward collected.
Subcontractor Profitability
Subcontractor payout per service, overhead %, automatic profit and profit-% per service rolling up to the parent job.
Restoration-Specific Rolodex
Typed accounts (Insurance Carrier, Public Adjuster, Plumber, Mortgage Co, Property Manager, Referral Partner) and typed contacts (Field/Desk Adjuster, Supervisor, Appraiser, Umpire).
Activities, Calendar & @mentions
Tasks, calls (in/out + duration), meetings, emails, notes linked to any record. Calendar view. @mention notifications fan out to teammates.
AI where it pays back.
Applied to the workflows that bottleneck your team — not bolted on for marketing. Every model touchpoint maps to time your team would otherwise spend.
AI Claim Intake
Speech-to-text from inbound calls, structured FNOL drafts, automatic carrier/policy lookup. The CSR captures the story; the system captures the data.
Document Extraction
Carrier letters, policy declarations, scope sheets, estimates — fields extracted and reconciled against the claim record automatically.
Claim Status Agent
Conversational claim updates for adjusters and homeowners — natural language in, structured update out. Routine status questions handled without a human.
Damage Assessment Assist
Photo intake assists the field tech — auto-tagging rooms, surface types, and damage categories to speed scope-of-work creation.
Built for the roles that actually do the work.
Business Development
Referral pipeline, lead intake, inspection booking.
Estimator
Scoping, work-item estimates, conversion to job.
Restoration PM
Mitigation services — water, mold, biohazard execution.
Rebuild PM
Rebuild project execution, subcontractor coordination.
Intake Account Manager
Claim setup, adjuster outreach, signer checklist.
Billing Specialist
Invoicing, payments, collections, AR reporting.
Public Adjuster
PA-side workflow, retainer, litigation tracking.
Owner / Admin
Pipeline visibility, financial roll-ups, team oversight.
Production-grade today.
Let's walk through ClaimDeck for your team.
30-minute live walkthrough — bring your real workflow, real numbers, real edge cases.