Take comfort in your claim.

Privity v1.2 Release Notes: Better Functionality and Data Handling Are Here

Privity v1.2 was released early this morning, providing a bevy of bug fixes and some additional features for the app. You may have experienced some access limitations this work as we performed some server tweaking in expectation of the new release. Thank you for bearing with us as we readied the system for a new backend. Check out the full list of bugs and new features below: New Functions: Search Filtering – You will now notice additional options when performing a search for text. Now, users can select from Exact, Fuzzy, Starts With, Contains, or Proximity search. Email Uploading Options – The original application automatically stripped email attachments from emails and added them to your library. With this update, users will be able to select whether they want attachments stripped or not by selecting a checkbox in the Upload panel. Custom Fields Across All Projects/Folders – Now, when you add a custom field to any folder in your Case, you will see the custom field appear in the Select Fields dropdown. Previously, you would only see it appear if the custom field was populated for that particular folder. Backend Process Management – Privity has a new backend that allows it to better manage bulk loading of data. Now, files are  managed in line with the system’s performance capabilities and closes files when processing is finished to improve system load. Expect much safer and faster performance. Bug Fixes: Maintaining Filenames – All files will download with their original filename. Fixes “undefined” filenames that were appearing. Custom Field Editing – Users can now edit their custom field information from the Grid and be certain that it saves. Custom Attribute Re-sorting Upon Add – When custom fields were populated/added the application was sorting the field to show the files Maximum File Count – The maximum file count for a directory was set at 1000 and we have removed that cap. Please follow and like us:

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How We Made Privity Even Better in v1.1

ClaimKit launched Privity two weeks ago. There was no party, no promotional pack, no advertising blast. We simply laid out our year-long endeavor in a quick email to our trusted users. But we cheated you all. We failed to tell you why Privity was a substantial improvement on our past application. Privity was built with team work in mind. Claims are best resolved by the tandem, a team of professionals who each share their own skill. But never before has the team been able to share their skills in a real-time environment, without being in a meeting room together. Version 1.1 was released today. Here is what we focused on to make this a reality: Real-Time Communication Our new message center allows users to communicate throughout the workday, sharing comments about documents, assigning tasks or requesting assistance from their team members. The Message Center stores sent messages, notifies you when you have new messages and allows you to send a message to anyone from anywhere in the system (just look for the little envelope in the upper right corner). More importantly, the Message Center gives you real-time access to our support team. Simply send a message to Privity Support and we will respond back to your Message Center. Easy stuff. Keep Track with Notifications Privity includes an Activity Log that allows users to keep track of what is going on in their Case. Some users may have used this in the past, but we put some new bells and whistles on it to allow you to track more activities, such as document uploads, document downloads and the addition of notes. But now, you don’t have to login and check each day – we tell you. Sign up for Daily Digest notifications in your Account Settings menu to get a daily update of changes to your Case via email or the Message Center. Receiving notifications allows you to trigger when you have to do work.   Review Email Data in a Cinch   Sorting through email has become the most crucial job function for claim managers. Email is the way we talk during construction projects, and coincidentally email now contains the vast majority of directives, files, and observations from the construction site. Privity focuses on the email hunt with a few necessary features: Email attachment support – Attachments on emails are stripped from the parent email file and added into your library alongside […]

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Meet Privity: Your Trusted Claim Companion is Here

Well, it took us a full year to make it. But it sure is pretty. The “ClaimKit 2.0 beta project” officially has a name and has been released much to the delight of old and new users. ClaimKit’s new Cadillac of claim data and communication management is aptly named, Privity. Privity is a new way of thinking about working on claims. After 4 years of close work with our claim pals, we realized that a premium is put on the claim team as a whole – not any of its single members. Privity fosters the close knit relationship of claim team members by giving them a secure tunnel for sharing information and their comments. So a year ago we set out to make an application for each of our users. Privity provides tools that every surety, insurer, consultant, forensic accountant, attorney and contractor can agree upon. The application puts a new emphasis on the ease of sharing information, by allowing users to communicate within it, through messaging and discussions. Privity also improves data review by adding metadata viewing, sorting, and isolation. Our new search powers reach far beyond the capabilities of DocKit, with advanced search options and targeting. And now you can upload your desktop folder organization – or that of your principal – with a simple drop on the screen tool. When you navigate to from now on, you will see the Privity Login option in the upper right hand corner. Never fear, this gets you to your cases and data. You can also continue to access the application at Your friendly support team of Doug and Tyler are still here to shepherd you through the system and answer your questions – and their emails have not changed. From the beginning, we sought to name the new application in an appropriate way. We wanted to recognize the values of our customers and combine them with an increased sense of security. Privity represents the most noble and respected of bonds while promising a priority on data privacy and a privileged experience for all of our users. We dig it. We know you will as well. Stay tuned for release notes outlining the new features in Privity (coded as ClaimKit beta 2.1). All customer teams are being provided with the opportunity to have a 1 on 1 demonstration of the new system and its features. Please contact with any questions or to setup a demonstration. Please follow […]

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The Workflow You Deserve

I have been spending a lot of time with claims people lately. I mean all over the spectrum: surety guys, consultant gals, legal geniuses, you name it. Everyone battles with the pain of changing their modus operandi. After all, it takes a long time to find a comfortable way to effectively work each and every day. But hey, honestly, lets get real. How many of us are actually confident that we have the best method? I have a “default desktop” that drives my work comfort. Check it out to the left. If I have all these machines in place, my water and my tea/coffee (depending on my health level) – I’m ok. But does it really make me work any better? Doubtful. I could completely reorganize without a single effect on my productivity. The reality is that the setup means little. The tools mean a lot. And if the tools are easy to use, then they mean even more. The easier to use, the more I use. The more I use, the better I am at my job. I know my desktop can improve. But I don’t need to change that minor detail. Taking the time to find the tools that make me better at working at tasks and with my teammates – that is where I must focus. Each and every day new tools hit the market. Some free, some with a cost, but all with a purpose to improve your workflow. It behooves you to continue to give them a try, regardless if it removes you from that modus operandi. For one of these tools just might make your work life easier, better, and organized. Please follow and like us:

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Making Promises You Can Keep

It’s time to get a little personal on this blog. We are, of course, real people. Let’s talk like it. I recognize that every person that works in the claim and litigation space has to deal with an incredible amount of stress, heavy job demands and a desire to be great at what they do. I get it. I know this because I once lived the very same life, married to a docket. That is why I find it so very important to spend time with our colleagues outside the office. Last week I got the great opportunity to join some clients in my home state for some basketball, craft beer and what appeared to be a chicken wrapped in pretzel dough? Righteous. It’s no secret that getting outside the office is fun. But I have come to find that I come across the greatest of ideas in these formats. Perhaps removing one’s self from the stresses of work allows you to really focus on pain points of your workflow. Whatever it is, it is positive. And allowing that valuable feedback to fall through the cracks is such a waste of time. So I harness it. Pain points lead to improvements at ClaimKit. They always have; they always will. When I hear of pain points, I make it my mission to resolve them with our software. Most things are doable; some things just aren’t. But if we know that it is feasible to improve our products to make a customer’s life easier – I am going to do it. Nothing is better than telling a customer: “I am going to do that for you.” And most of the improvements to our products are exactly that – fulfilled promises. So if I ever tell you that I am going to fix your problem, I mean it. Take it to the bank. Any business worth its salt knows that a kept promise is just the norm. A failed promise is a heck of a let down.   Please follow and like us:

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ClaimKit beta 2.0.2 Hits the Web This Week With New Features

ClaimKit beta 2.0.2 was released this week, providing a bevy of bug fixes and some additional features for the platform. We are excited to offer customers the ability to move and copy files over to new projects and folders, which will improve workflow and allow Cases to be shared with outside team members. We have also added the All Aboard case to provide better instruction and support for your team members to get on board with ClaimKit. Check out the full list of bugs and new features below: New Functions: Move/Copy Files to New Location – The new icon to the left of the Custom Attributes button allows a user to permanently move files or create a new copy of files in a new location. Teams can now isolate documents for review by other team members. For example, an attorney can review documents for privileged communication and move or copy any files that can be produced in court, into a new Project. Opposing counsel could be given access to that new Project to access the files. The All Aboard Case – As part of our on-going task to be great at customer support, we have created All Aboard. This Case will be present in each Client’s ClaimKit Case View. The Case includes static documents that allow us to better instruct users on how to use ClaimKit. It also provides a great “test drive” for members of your team. New Billing Dashboard – Our admins have a new billing dashboard to go along with our new, incredible pricing. The pricing model allows customers to bill their team licenses to Cases or to their Department. Up to you! Users Can Create Other Users – We have added functionality to allow Manage users to add Review users. Previously, only Authorize users could add other users. Bug Fixes: Login Button Disabling – The login button is no longer disabled on auto-fill, allowing you to click it without tabbing through the entry spaces. Case Creation Permissions – Provided new permissions for Manage users so that they can create cases. We have also added a dialog to advise Review users that they cannot create a Case. Forcing Name of Client in Create Case – Deactivates the Create Case button until a Client name has been entered Review Users See Cases – An error prevented users with Review Only access from seeing the Case names. They now can view all Cases to […]

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