DocumentIQ
LiveClaims intakeCase Management
What it does
The front door for claim documents from every channel — mail, fax, email, and the QR portal. Each document in a claim batch is read, given a unique claim number, checked for duplicates and identity mismatches against the class-member list, and nothing is filed without your approval. Requests to be excluded (opt-outs) are recognized too — they're logged in their own bucket and never given a claim number.
How much it does on its own
Pick a level. The steps below move between what it does alone and what it asks you first. Use the lock on a step to keep it asking, whatever the level.
The agent reads every document in the batch, mints its claim number and proposes its bucket — accepted, duplicate, exception or opt-out; a person approves each document's routing as its own packet, then the register ledger.
Runs on its own0
- Every action waits for you
Asks you first5
- Read each claim documentMail, fax, email and the QR portal
- Give each claim its numberOpt-outs never get one
- File claims that match one class memberRiskyExact match to the class list
- File duplicates, exceptions and opt-outsDestructiveEach one kept, never deleted
- Save the claims registerDestructiveThe case's record of every claim
Still at its starting level, 1.
Recent activity
What this assistant did, and what people decided about its work.
DocumentIQAI assistant
Read an opt-out request and flagged its typed signature
Tran v. Lakeshore Logistics Group
