Operating view for documentation and workflow — intake through desk review, uploads, AI checks, and deadlines.
Snapshot as of — mock data for PA / restoration workflows.
Total active claims
5
Excludes files marked ready to close in workspace.
Pending documentation
4
Intake, inspection, or active documentation build-out.
Ready for review
1
Desk / lead review queue (estimates & narratives).
Avg. claim cycle time
24 days
Mean days open across active claims (mock snapshot).
Uploads, documents, carrier messages, field notes, and AI refresh events.
Technician uploaded cabinet removal set — auto-tagged to kitchen sequence.
EagleView delivery expected tomorrow — reminder added to claim timeline.
Desk reviewer signed off on narrative header; estimate still in review queue.
Carrier portal message parsed: request for hygienist protocol attachment.
Field note added: dishwasher chase moisture suspected — follow-up photos scheduled.
AI draft refreshed after new moisture mapping batch.
Signed retainer and fee agreement filed to documents tab.
Drafting gaps, QC flags, and low-risk confirmations from AI review.
Possible documentation gap
CLM-20481: dishwasher chase area referenced in notes but no close-up thermals yet.
Desk review queue
CLM-20472 estimate v2 is ready for lead sign-off before carrier submission.
Upload batch needs QC
CLM-20468 containment logs contain 3 files without claim number prefix.
Storm correlation OK
CLM-20455: AI matched loss date to NWS wind report for Johnson County.
Workspace checklist sorted by due date.
Package kitchen tear-out + drying photo set for desk QC
Desk review: estimate v2 line-item reconciliation
Hygienist clearance — attach PDF + link to timeline
Import EagleView and update roof sketch
Batches from adjusters and restoration partners — statuses are illustrative.
| Batch | Claim | Files | Status | Submitted |
|---|---|---|---|---|
| 10x10 wind matrix + ridge detail | CLM-20455 | 41 | Queued | 2h ago |
| Kitchen cabinet removal + subfloor moisture | CLM-20481 | 38 | Processing | 3h ago |
| Living room char pattern + panel room close-ups | CLM-20472 | 22 | Complete | 6h ago |
| HOA roof assembly photos (drone) | CLM-20441 | 26 | Processing | 8h ago |
| Containment / HEPA logs — basement chambers | CLM-20468 | 14 | Needs review | Yesterday |
Kitchen water, roof wind, residential fire, basement mitigation, and a multi-unit HOA loss.
| Claim | Insured | Loss focus | Status | Assignee |
|---|---|---|---|---|
| CLM-20481 | Martinez Family Trust | Water damage — kitchen supply line | In inspection | Jordan Lee |
| CLM-20472 | Oak Lane Properties LLC | Fire damage — residential | Estimate review | Sam Rivera |
| CLM-20468 | David & Linda Chen | Basement mold / mitigation ( Category 2 ) | Documentation | Jordan Lee |
| CLM-20455 | James Henderson | Roof wind damage — residential | Documentation | Alex Chen |
| CLM-20441 | Harbor Point HOA | Water — roof / interior common corridors | New intake | Sam Rivera |