AI drawer chat (per-claim)
A side-drawer that reads every note, photo, file, and message on the active claim before it answers. Conversations are stored per claim so context survives page reloads and shift changes.
Claimory AIBrowse every category
The AI features that read the claim before they answer
Per-claim chat, multi-pass Claim Audit, photo and document parsing, email and SMS drafts in your voice, and citation-backed state regs. Every action is suggested. Every send is human.
No credit card. Works with CCC ONE and Mitchell.
Every AI capability, with the code that powers it
Claimory AI is built around the claim record, not bolted on. Each capability below pulls live context from the active claim (notes, files, messages, supplement state, carrier history) before it generates anything. Sending, applying, or modifying the claim always requires a human click. The AI usage meter is visible in the drawer so the budget never surprises the owner.
Multi-pass Claim Audit
Reads the full claim (estimate, photos, supplements, messages), then runs a structured audit report flagging missing labor ops, blend time, R&I lines, and policy mismatches. Suggestions only, never auto-applied.
AI execute action (apply suggestion)
When a reviewer accepts a suggestion (e.g. add a supplement line), an execute-action edge function applies the change and writes the action to an audit log. Nothing happens without an explicit click.
AI photo analysis (line item from photo)
Submit a damage photo and the AI returns line-item suggestions tied to what is visible. The estimator confirms or rejects, then the line lands on the estimate.
AI document parsing
Drop in a carrier PDF, supplement, or scanned doc. AI extracts text, parses fields, and pre-fills the claim record where it can. Estimate XML uses the same parser pipeline.
AI email drafting
Adjuster reply drafts in 30 seconds, in your shop's voice, with the claim, supplement, and prior thread already in context. Owner reviews and clicks send. AI never sends autonomously.
AI SMS rewriting
Tech types a rough customer text. AI polishes the tone for the customer-facing thread without inventing facts. The send button is still on the human.
Carrier outcomes feedback loop
Records whether AI suggestions held up at the carrier (approved, denied, partially approved) so future suggestions for that carrier reflect real outcomes, not guesses.
AI photo requirement overrides
Per-workspace rules for what photos a claim type requires. Overrides keep DRP-specific or carrier-specific photo checklists honest without a manual review on every claim.
AI usage limits with monthly reset
A visible monthly AI budget in the drawer header, per-role permissions on what AI features each user can hit, and a scheduled reset job. No token math for the admin.
Stale claim re-audit
Scheduled job that re-runs the Claim Audit on claims that have been sitting too long, surfacing the ones the team has lost track of.
Internal AI dashboards
Workspace-level (and super-admin) dashboards for AI activity: usage by user, chat analytics, cost tracking, and an AI intelligence panel for trend review.
Carrier intelligence
Aggregates per-carrier behavior (approval timing, supplement push-back patterns, common denial reasons) so the next claim with that carrier opens with prior signal already loaded.
AI tone, monitoring, and work-schedule controls
Owner-controlled levers for how AI sounds (tone), what AI watches for (monitoring rules), and when AI is allowed to act (work schedule). Defaults are conservative; the shop tunes.
State and OEM regulation knowledge
When the claim hits a state-rule or OEM-procedure question, AI cites the specific source from a curated knowledge ingest. Citations let the estimator verify before quoting it to a carrier.
How shops use this in practice
An estimator opens the AI drawer on a claim, asks for the supplement language a carrier rejected last time, and gets a draft that cites the carrier's prior pattern. A reviewer runs a multi-pass Claim Audit before the estimate ships and accepts two of the three suggestions; the actions are logged. Later, the admin drafts a customer SMS, polishes the tone with one click, and hits send. Across all of it, the monthly AI budget shows remaining credits in the drawer header so nothing surprises the owner at month-end.
Common questions
Related feature categories
See claimory ai in your own shop
14-day free trial, no credit card. Keep your CCC ONE or Mitchell estimator. You can be tracking your first supplement within minutes of signup.
No credit card. Works with CCC ONE and Mitchell.
Backed by real code in the Claimory product