How this platform works for you
Let's get everything in one place.
Here's what we do for you: we gather every piece of your case, track what's collected and what's still needed, chase down the gaps, and keep it all organized in one secure spot — so you always know exactly where things stand. Below is a live look at how that works across every part of your case.
Your case file progress
You're on your way.
Every piece you add — your statement, insurance, police report, medical — fills this up. Next: record your surveyor statement.
✅ 2 areas started◻ 5 to go🔗 3 documents in
◎
Where we are — by area
What's done, what's still needed, and where I'll take it from here
🛡️
Insurance
50%
- Your insurer & policy #
- Other party's insurer
- Claim number opened
In progress — I'm chasing it
🚔
Police report
10%
- Incident location noted
- Report number
- Copy of the report
I'll request this for you
🗣️
Personal statement
30%
- First draft started
- Final, refined statement
- Witness accounts
Speak yours below — I'll refine
🏥
Hospital / medical
20%
- ER visit noted
- Medical records
- Bills & provider list
I'll gather the records
⚖️
Lawyer procurement
0%
- Assemble your case brief
- Send to vetted firms
- Compare & choose
I handle the outreach
📊
Overall
22%
- Intake started
- 4 areas in progress
- Next: your statement
On track
Two of you — one file
You're pursuing this together, so the shared facts stay in one place — while each of you keeps a private space and your own path.
👥Two claimants — tracked separately
Each is a Principal with their own secure login & folder
E
Claimant A · E.
Principal · own login & path
35% complete · 3 private items
🤝Shared case file
Accident facts, police report & insurance — visible to both + counsel
S
Claimant B · S.
Principal · own login & path
28% complete · 1 private item
🔑 Each claimant is sent their own secure login — the Principal role — to their folder, just like witnesses get theirs. They log in anytime from the back office to see status, add documents, and keep their file current.
They're pursuing this together, so the accident facts are shared. As decisions are made and lawyers take over, each Principal's path — settlement, treatment, outcome — is tracked on its own.
Your documents & photos
Upload anything, tell us what section it's for, add a note, and choose who can see it. Shared by default, private whenever you want.
📎Document upload center
Upload anything — then tell us what it's for and who can see it
🌐 Shared — both + counsel
🔒 Counsel only
👤 Only me
📎 Drag files here, or tap to upload
Photos, PDFs, scans — police report, insurance, medical, receipts, anything
Uploaded so far
🖼️Accident scene — 6 photos Accident photos
“Front bumper & the other driver's plate”
E. · today
📄Boston PD report Police report
“Report #24-1057 · Officer Riley”
Navigator · 2h ago
🩺MRI results Medical / hospital
“For the lawyer — not shared with co-claimant”
S. · 1d ago
By default, uploads are Shared with both parties and counsel. Mark anything Counsel only or Only me and it stays private — we log that you have it, but only the people you choose can open it.
Full transparency
Every change is tracked — who did what, and when. Nothing happens off the record, so you can always trust what you see.
🕑Activity log — every change tracked
Who did what, when — nothing happens off the record
◎Navigator added the police report 🌐 Shared2h ago
EE. uploaded 6 accident photos 🌐 Sharedtoday
SS. uploaded MRI results 🔒 Counsel only1d ago
◎Navigator updated insurance details 🌐 Shared1d ago
SS. drafted personal statement 👤 Only me2d ago
Right now the Navigator coordinates changes; every edit is logged with who, what, and when. As Principals get edit access, the same log tracks them — full accountability, always.
Peace of mind
Your information is private, encrypted, and shared only as you direct — here's how we keep it safe, and why getting organized genuinely pays off.
🔒Your information is safe — and being organized pays off
Why it's smart to put everything in one place
Private & secure
- Password-protected — only you and the people you invite can see your file.
- Kept encrypted in one secure place — not scattered across email attachments and texts.
- Role-based access — you decide exactly what each person (family, a lawyer) can see.
- We never sell your information. Export or delete your file anytime.
Organized wins
3.5×larger settlements, on average, for injury victims who are representedSource: Insurance Research Council
- Nothing slips — every document, deadline, and detail in one place.
- Fast, sharp answers the moment an insurer or lawyer asks.
- A clean, organized file is what makes a great lawyer take you seriously — quickly.
Turnkey & automated: we send you one secure invite, then the system chases what's still missing with gentle reminders. As things come in, they land right in your file — and everyone you invite logs in to their own view. You stay in control; it runs itself.