Track incidents with notes, media, workflow, and document storage. Mobile-compatible from day one. Pull in employee demographic feeds and incoming claim feeds. Convert any incident into a claim — or export it — without leaving the record.

• Mobile-first incident reporting
• Demographic & claim feed intake
• One-click incident-to-claim conversion
• Workflow and document storage attached to every event

Create diaries, assign them to users or teams, transfer them, or grant guest access. Track litigation calendars, attach emails as notes, and build the audit trail automatically as work happens.

• Assign and transfer diaries between users or teams
• Guest access for external counsel or vendors
• Litigation calendar tracking
• Attach inbound emails directly as case notes

MSOFT logs every data change — who changed what, when, and from where. Audit reports are accessible with a single click, so compliance reviews stop being events and start being conversations.

• Every field change captured automatically
• One-click audit report export
• Compliance-grade traceability
• Built-in role-based visibility controls

Build referral templates for File & Serve, MAXIMUS, QME, legal bill-review, lien services, and any other vendor in your network. Track status, due dates, and turnaround in one place.

• Configurable referral templates per vendor
• Status, ownership, and SLA tracking
• Document round-trip with vendors
• Out-of-the-box vendor integrations

Compress, split, merge, and stamp PDFs. Apply AI-driven classification and extraction. Automate workflows triggered by document arrival, route to reviewers, and archive to long-term storage on a schedule.

• AI-assisted classification and metadata
• PDF compress, split, merge, and stamp
• Workflow triggers on document arrival
• Long-term archival with retention rules

Integrated with third-party mailroom providers for full-service or partial-service deployments. OCR and key-from-image (KFI) conversion turn inbound paper into structured fields ready for MSOFT workflows.

• Full-service or partial mailroom options
• OCR and KFI conversion built in
• Inbound paper routed straight to claims
• Vendor-agnostic mailroom integration

Integrate with the clearing house and 837 intake to triage every electronic bill the moment it lands. Approve or deny upstream of bill-review; route exceptions to the right adjuster automatically.

• Clearing-house integration
• 837 intake out of the box
• Pre-review approve / deny gating
• Exception routing to specific examiners

Issue checks directly from MSOFT, run ACH payments, or generate virtual cards. Or export payment files to a third-party processor. W-9 and 1099 data are tracked automatically alongside every payee.

• Print check, ACH, virtual card, or export
• W-9 and 1099 tracked end-to-end
• Payee management with deduplication
• Per-payment audit trail

Track time spent on each claim — for examiners or external users. Convert tracked time into claim invoices and month-end summary invoicing, all without leaving MSOFT. Mobile time entry included.

• Per-claim time tracking
• Examiner and external-user support
• Claim invoicing and month-end summaries
• Mobile time entry on the go

Out-of-the-box dashboards covering claim counts by fiscal year, department, body part, injury cause, nature of injury, coverage, payments by type, and dozens more dimensions. Drill into any tile to reach the underlying records.

• Pre-built dashboards for claims operations
• Drill-down from chart to claim record
• Configurable per role and per team
• Real-time refresh on key tiles

A dynamic report builder lets any authorized user assemble custom queries, save them, and schedule delivery. Export to pivot grids for analysis, or pipe directly to a data warehouse via API.

• Drag-and-drop dynamic reports
• Pivot-grid export for analysis
• Scheduled delivery to email or storage
• Saved-query library across teams

Built-in REST APIs cover policy, claim intake, financial export, document operations, and more. Customize endpoints, manage versions, and authenticate with token or OAuth — no separate integration platform required.

• 42+ pre-built REST endpoints
• Customizable per-tenant
• Versioned with deprecation paths
• Token and OAuth authentication

Built-in interfaces for carriers, TPAs, HR systems, data warehouses, bill-review, pharmacy, ISO, CMS, and bank reconciliation. Configure mappings, schedule transfers, and monitor every job from a single dashboard.

• Carrier, TPA, HR, and DW connectors
• Pharmacy, ISO, CMS interfaces built in
• Bank reconciliation flows
• Mapping and scheduling UI

Track Self-Insured Retentions, deductibles, reinsurance, excess layers, and recovery — all linked to the underlying policy and claim. The math runs automatically as payments and recoveries post.

• SIR monitoring with alerts
• Deductible tracking by claim and aggregate
• Reinsurance and excess layer support
• Automated recovery accounting

Native mobile experience for clients and adjusters. Report new claims, check status and summaries, and grant claimants controlled access to their own files — without exposing the rest of your platform.

• Mobile claim intake and lookup
• Adjuster-facing dashboard on mobile
• Controlled claimant self-service
• Role-based visibility on every device

Built-in FROI/SROI for California with options for additional states. Medicare reporting included. Examiner license and NPN tracking ensures only credentialed users handle the right claims, automatically.

• FROI/SROI for CA + additional states
• Medicare reporting built in
• Examiner license & NPN tracking
• Compliance dashboards by jurisdiction

Automatically track lost days and modified-duty days as claims progress. Generate OSHA 300, 300A, and 301 reports with a single click. No spreadsheets. No annual scramble.

• Automatic lost-day tracking
• Modified-duty calendar
• OSHA 300, 300A, 301 reports
• Multi-establishment rollups