Getting Started
We walk you through all the steps to get your new Claimvoyance account setup
With Claimvoyance, users can enhance their experience by uploading custom logos or icons. Start by going to settings and selecting "choose file" to upload an image. Once uploaded, the image will appear as the user's icon throughout Claimvoyance and matters and conversations, including outgoing emails.
Claimvoyance matters provide a snapshot of all matters for a user. Matters are displayed by title, contact type, assignee, and priority. Matters are easily updated to edit the assignee, the priority, and other specifics of the matter. The specific claim or case is accessed by clicking on the title of the matter.
Claimvoyance's contact management feature streamlines the process of accessing and organizing important contacts. Users can easily add a contact and contacts are created automatically when an email is received from a new contact for the first time. Contacts are associated with a matter, allowing the matter to be accessed from the contact with the click of a button. Forms submitted by a contact are automatically saves and can be accessed from the contact.
An organization implements firm-wide matter fields to automate the process of creating email templates and documents. These matter fields allow for easily access and input of claim specific pertinent information and people with just a click of a button. By using the Microsoft Word add-in, users can achieve unlimited automation of documents, allowing for have streamlined our workflow and increased efficiency.
Claimvoyance includes built-in forms that allow you to create unlimited forms. These forms can automate the process of scheduling and obtaining important information from outside individuals. By saving the forms as links, they can be easily embedded in emails and other correspondences, allowing the outside individuals to access and submit the forms. This eliminates the back and forth associated with scheduling, coordinating inspections, and other appointments. Watch this video to learn how to set up automated emails with forms and streamline your communication process.
Claimvoyance includes built-in forms that allow you to create unlimited forms. These forms can automate the process of scheduling and obtaining important information from outside individuals. By saving the forms as links, they can be easily embedded in emails and other correspondences, allowing the outside individuals to access and submit the forms. This eliminates the back and forth associated with scheduling, coordinating inspections, and other appointments. Watch this video to learn how to set up automated emails with forms and streamline your communication process.
Streamline your workflow with organized, automated Task Lists for efficient case management.
