Features
Everything a claim needs, in one workspace.
Clatus is built for claims professionals — public and independent adjusters and restoration contractors — not adapted from a generic project tool. The pipeline, the money, the email, the documents, the policy, and the team all live on the claim, so the work happens in one place instead of six.
Pipeline
A visual claims pipeline built for claims
Every claim moves through stages your firm defines — not a generic kanban board. Name them, color them, order them, and mark which ones are terminal. The board updates instantly and only for your organization. Drag a card from Documenting to Negotiation and the claim, its timeline, and its assignments move with it. The point of the board isn't to look busy — it's to make "what needs attention right now" obvious at a glance: which claims are stalled, which are waiting on the carrier, which are ready to settle.
- Configurable stages per org — name, color, order, terminal flag
- Drag-and-drop between stages
- See what needs attention without opening every claim
Financials
Per-claim financial worksheets that stay current
Each claim carries its own worksheet: carrier payments as they land, the deductible, contractor payouts, fees, and the net to the firm — all in one place, always reconciled to the latest numbers. No separate spreadsheet that's three weeks stale, no guessing what's actually been collected versus billed. When a supplement gets approved or a draw goes out, you update it on the claim and everyone sees the same figure. At month end you know exactly where every claim stands financially.
- Carrier payments, deductibles, contractor payouts, fees, net to firm
- Tied to the claim — not a side spreadsheet
- Always reflects the latest activity
Gmail two-way sync, threaded to the right claim
Connect your Gmail and every message about a claim auto-links to that claim — the adjuster, the carrier desk examiner, the homeowner, the contractor. Compose and reply right from the claim with the full thread in front of you, and the sent message stays attached. No more BCC'ing yourself, no more digging through a 4,000-message inbox to find what the carrier actually agreed to. The claim is the system of record; your inbox just feeds it.
- Two-way sync — incoming and outgoing
- Every email auto-linked to the right claim
- Compose and reply in context
Documents
Document management without the scavenger hunt
Upload files to a claim, categorize them, and find them later — policies, estimates, photos, correspondence, signed agreements, all in one categorized library instead of scattered across Drive, email, and someone's desktop. Generate documents from PDF templates with merge fields so a representation agreement or a status letter takes seconds, not a copy-paste session. When you need the proof of loss from eight months ago, it's on the claim where it belongs.
- Upload and categorize per claim
- Generate documents from PDF templates with merge fields
- One library — not Drive plus email plus desktop
AI policy review
Ask the policy questions, get answers from the policy
Upload a policy PDF to a claim and ask it directly: is wind-driven rain covered, what's the ordinance-or-law sublimit, does this exclusion apply here. Answers come back grounded in that document — with the relevant language cited — so you're checking the actual policy on the actual claim, not a general summary. It lives on the claim, so the next person who picks it up sees the same context. (This is scoped to policy review against documents on the claim — a full conversational claims assistant is on the roadmap.)
- Upload a policy PDF, ask coverage / exclusion / sublimit questions
- Answers cite the document
- Lives on the claim — shared context for the whole team
Field photos
CompanyCam photos, attached automatically
If your field crews shoot with CompanyCam, those photos flow straight onto the matching claim — timestamped, geotagged, and attached without anyone exporting a zip file or emailing a Dropbox link. The documentation that backs your scope is right next to the scope. When a carrier asks for proof of a condition, you're not chasing it down across three apps.
- Field photos auto-sync to the claim
- Timestamped and attached
- No manual exports or shared-link juggling
Team
Roles and permissions
Assign claims to the people working them and scope what each role can see and do — from a partner with full visibility to a field tech who only touches their own assignments. Permissions are enforced at the data layer, not just hidden in the UI, so "they can't see that" actually means it.
- Assign claims to team members
- Role-scoped visibility and actions
- Enforced at the data layer
Calendar
Calendar sync
Connect Google Calendar so inspections, re-inspections, and carrier deadlines land on the calendar your team already lives in. Schedule from the claim; it shows up where you expect it.
- Google Calendar two-way sync
- Inspections and deadlines on your existing calendar
Security
Security and data ownership
Your data is encrypted in transit and at rest and hosted on US infrastructure. Every organization is isolated at the database layer with row-level security — not just app-level checks — so no other firm can reach your claims. And it's your data: export your claims, documents, and financial records whenever you want.
- Encrypted in transit and at rest, US-hosted
- Per-organization isolation with row-level security
- Export your data anytime — you own it
Mobile
Coming soonWorks on your phone today
Clatus is a responsive web app, so it runs in any phone or tablet browser right now — check a claim from a roof, update a stage from the truck. Native iOS and Android apps are coming.
- Responsive web app — any device, today
On the roadmap
Here's what we're building next.
Honest about scope: these aren't shipped yet. If one of them is the thing you need most, tell us — it moves up the list.
Full conversational claims assistant
Coming soonBeyond policy review — ask Clatus about any claim and get answers across its email, documents, and history.
SignalWire click-to-call
Coming soonCall the carrier desk or the homeowner from the claim, with the call logged to the timeline.
DocuSign e-signature
Coming soonSend representation agreements and releases for signature without leaving the claim.
Native iOS & Android apps
Coming soonOffline-friendly mobile apps on top of the responsive web app you can use today.
See it on your claims.
Check the pricing, see how it stacks up against ClaimWizard, or read how it fits your work: