Claimory AI is a second set of eyes on every claim: a senior estimator, an office manager, and an advocate in one. It drafts and recalls, but it never sends anything on its own. Available on Professional and up.
Open Claimory AI from the pill on the right edge, the mobile header button, or Cmd+K. It docks to the right of your screen, or expands to a full canvas when you want more room.
Type a question and get an answer in a few seconds, pulled from the claim's notes, files, photos, messages, and supplement state. Use the suggested prompts, or tap a needs-attention card to pre-fill a question.
Drag in or attach images, PDFs, audio, or documents and the AI reads them. This is how you get a supplement PDF or a teardown photo turned into structured line items you can use.
Ask the AI to audit the claim, or use the Claim Audit tab. It does a multi-pass review of the full record and flags missed labor, blend time, R&I, OEM procedures, and supplement opportunities. The result appears as a card with an Open full audit link, and every finding cites its source.
When the AI proposes an action like an adjuster email, it appears as a card you approve and run. Smart replies on email and rewrites on outbound texts work the same way: the AI drafts, you approve. Nothing leaves the shop without a human.
AI chat is unlimited on paid plans. Claim Audits are metered (30 per month on Professional, 100 on Elite, unlimited on Enterprise). If you hit the cap mid-month you get a one-tap prompt to buy an add-on pack or pay per use.
No. Claimory AI drafts and you approve and send. There is no auto-send anywhere in the product. You can also turn on Draft Only Mode in Settings for an extra gate.
Chat answers questions about a claim in seconds and is unlimited. A Claim Audit is a deeper multi-pass review that consumes one audit credit and produces a structured findings list.
No. All AI features (chat, Claim Audits, drafting, document parsing, photo analysis) start at Professional. Starter is a full shop tool with no AI.
Yes. Settings has a master switch (kill switch) for all AI, plus controls for recommendation aggressiveness, draft-only mode, and learning.