Customer Information
7 mandatory items
- Last Name
- First Name
- Address
- Phone Number
- Email Address
- Identification Number (e.g., Social Insurance Number)
-
Customer History, including previous cases and past
communications.
Details of Insurance Policies
7 mandatory items
- Insurance Company Name
-
Policy Type (e.g., auto insurance, home insurance, life
insurance)
- Policy Number
- Start and End Date of Coverage
- Premium Amount
- Deductible and Coverage Limits
- Beneficiary Information
Claims History
7 mandatory items
- Claim Date
- Description of the Insured Incident
- Damages Suffered
- Claim Amount
- Claim Status (ongoing, settled, pending, denied)
- Claim Outcome (amount paid, rejected, pending)
-
Communications with Insurance Companies and tracking of
responses.
Correspondence and Documents
6 types of document
- Copies of insurance contracts
- Secure storage of legal documents
- Letters and emails exchanged with insurance companies
- Expert reports
- Photographic or video evidence of damages
-
Ability to link documents to corresponding cases and claims.
Information on Involved Third Parties
2 mandatory items
-
Name and contact information of third parties involved in the
incident
- Details of their insurance (if available)
Notes and Comments
3 mandatory items
- Follow-up notes on ongoing cases
-
Comments on communications with clients and insurance
companies
- Summaries of meetings and phone calls
Deadline Calendar
3 mandatory items
- Deadline dates for filing claims, documents
- Dates of court or mediator appearances
- Automatic reminders for important dates
Legal Documents
3 mandatory items
- Copies of complaints filed in court
- Judicial decisions and mediations
- Court docket number: 40348.
Security and Confidentiality
1 mandatory item
-
Security measures to protect sensitive client information in
accordance with data privacy regulations (e.g., GDPR, HIPAA)
Search and Reporting Features
2 mandatory items
-
Ability to quickly search for information based on various
criteria (client name, policy number, claim type, etc.)
-
Generation of reports on current claims, previous claims,
trends in insurance claims, and firm performance.
Accessibility and User-Friendliness
2 mandatory items
-
User-friendly and intuitive interface for easy use by lawyers
and firm staff
-
Accessibility from different devices (desktop computers,
laptops, smartphones, tablets, etc.)
