Take comfort in your claim.

What Can Users Expect from ClaimKit 2.0?

Customers constantly ask me what to expect in ClaimKit 2.0. While there are probably too many changes to list, the overall functionality remains incredibly intuitive. ClaimKit 2.0 is a more simple, more stable, and more robust searching tool. The idea was to simplify the workflow of claim professionals, giving them the freedom to work on their files the way they want. ClaimKit’s Online Guide will walk you through the use of the application, step by step. From logging in to exporting your annotating documents, the Online Guide provides video instruction to all of our users. Here is a brief overview of 6 of my favorite new features: Navigation – A simple and global navigation allows you to quickly move from your file library to multiple search views, so you can locate key terms or tagged files with ease. Robust Metadata-laden File Library – Our new Grid View allows the user to see all of the metadata hidden within the file, isolating field data for sorting or searching. Now, users can see the Author of emails, the BCC recipients or even the names of attachments to files. Proprietary HTML5 Viewing – ClaimKit 2.0 is equipped with a HTML5 viewer that is compatible on iOS and other devices, allowing you to find your files wherever you are in the world. The viewer provides fast document loading, through streaming of page content on-demand. Useful Annotation Discussions – ClaimKit 2.0 fosters a dialogue among your team members, allowing users to post comments and replies to prior comments. Also, users can highlight key clauses in documents in order anchor their comments to particular text. Searching On the Go – The Search Similar feature allows users to review docs, find key terms on the go, highlight them and locate them among the entire Case file library. This is an incredibly helpful workflow tool, which allows you to isolate problematic text in a matter of moments after locating the first instance. Exporting Adobe Comments – All annotations within ClaimKit 2.0 may be exported into Adobe Acrobat Comment format. That means that users get to take their in-line comments with them.   Please follow and like us:

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ClaimKit 2.0.1 Adds Searchable Annotations and Better Communication

The ClaimKit 2.0.1 release was pushed into the interwebs today to improve stability of the application and offer some new features. Our blog here at will chronicle all of our releases, providing a brief overview of the changes to the system. Any substantive changes will also be demonstrated in our Online Guide. Release 2.0.1 is a comprehensive one, mostly intended to remedy a number of bugs. But in this release we are also adding some added search functionality, communication of app updates and a fancy user dashboard that allows our technical support team to more quickly get your team working on your case. Here is what to expect from the new release: Duplicate fields have been corrected. No longer will a User be able to create a very confusing second field with the same name as another Users Can Export multiple PDFs from Grid. Users can now export multiple PDFs into a ZIP without getting an error. Annotation content is searchable! This is a big addition for us, allowing all annotation content to be searched from the Search View. Now, in addition to searching your documents’ contents and metadata, the Search View will also look through the index of annotation content that your users have added to ClaimKit. No more breadcrumb disappearing act. We have fixed the bug that failed to allow the breadcrumb to be shown when navigating from the activity log view. User dashboard is operable. Sadly, normal users will never see this feature, but its a big one for our team. The user dashboard allows a ClaimKit support team member to manage the permissions of any user quickly and efficiently, by toggling on and off permissions and updating user information on the fly. We can also reset a user’s password from this dash view. Request documents emails content. The email content for the Request Documents email now features the sending the requesting user’s name. Request documents folder error is now fixed. Now when you only give access to one folder, you will see that folder on screen so that the user can upload. Before, the user could not upload because it could not select a folder. The unzip functionality is operable. You can now unzip files and maintain all contents of the ZIP file. A “What’s New” link on the login page provides easy access to our blog’s “App Updates” content, where users can see the most recent release […]

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The New and Improved ClaimKit Software is Ready for You

This month, ClaimKit went public with its new claim document software. The new release is simply called ClamKit, a homage to our roots in the claim industry. The software replaces the DocKit product, which will be phased out in the near future. Our mothership, ClaimKit LLC, has historically focused its business operation as software company that makes claim documents searchable and accessible. Our team recently reached a new milestone – having worked on over $2 billion dollars in claims. ClaimKit started with a simple idea:  make construction documents searchable and accessible for the entire claim team.  “We love working with our customers to create solutions and the $2 billion mark is validation that we are doing just that,” stated ClaimKit CEO, Chris Cheatham.ClaimKit’s software and services have continued to evolve to drive more value.  The company launched ClaimKit version 2.0 in June 2015 to increase speed and accessibility of claim documents for the insurance and surety industry.”We have created our new software to allow users to quickly sort through the mountain of electronic data that is now available from modern construction projects,” said Cheatham. ClaimKit, who was announced last month as the Greater Kansas City Chamber of Commerce’s Entrepreneur of the Year Winner, works with insurance companies, including three in the Fortune 500, as well as the attorneys, consultants and accountants that serve them. Please follow and like us:

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What are Legal Sunk Costs?

Leave to Seth Godin to help me understand something I have been thinking about (but couldn’t put a name to). Ignore sunk costs. Money and effort you spent yesterday should have nothing to do with decisions you make tomorrow, because each decision is a new one. Seth provides a simple example:  if you bought a $10,000 machine that makes a widget for $.10 but you can buy a new $10,000 machine that makes widgets for $.05, you should buy the new one because it will soon save you money. That’s all well and good, but how does that apply in non-financial settings? How do sunk costs apply to lawyers?  If you have spent $1 million on litigation as the law firm or customer, should you ignore these costs when opposing counsel makes an offer?  Maybe. If you have spent $5000 every year training your team to use $10,000 software, but now you can purchase $10,000 software with free training, the previous training you purchased is just a sunk cost. What other sunk costs are encountered in the legal world? As a postscript, I am happy to tell you about my personal struggle with sunk costs.  At ClaimKit, we started out by scanning lots and lots of documents and making them available to claim professionals.  Then we got into data, like the email stored on servers and laptops.  For the last couple years, we have delivered both documents and data to claim professionals. As I evaluated our customer success stories, it became readily apparent that the “wins” come from our customers reviewing data (as opposed to scanned paper documents).  I told the ClaimKit board about my findings and my sinking suspicion that we should focus on making more data available while limiting the scanning we do. They agreed.  But they provided one warning:  go for it.  Don’t look back, just do it. So we will go for it. What sunk costs do you encounter everyday? Please follow and like us:

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Do Lawyers Have Truth and Guts?

Casey Coffman over at the Coffman Group introduced me to a concept that I believe is so essential to every profession, including the practice of law. Truth and Guts.   What is truth and guts?  And how does it apply to lawyers? Truth and guts is about having the guts to tell the truth.  And I am convinced that every customer working with a law firm wants to work with lawyers that have the guts to tell the truth. Two examples come to mind. Before writing this, I was on the phone with a friend raising capital from investors.  My friend is relying upon a law firm to draft up the contract between him and the investors.  My friend was not happy with one particular clause that the law firm included.  The law firm responded that it is “standard” for investments.  When my friend pushed the lawyer and told him to come up with an alternative, the lawyer threw up his hands in exasperation. Relying on standard contract language is not truth and guts.  Creatively coming up with an alternative clause is truth and guts.  Getting the very best deal for your client is truth and guts. When I was a practicing lawyer, I worked for an amazing partner named Bob Watt.  He was famous (or infamous) for making promises to clients about recoveries and then bringing the promises back to his team to execute upon.  I experienced this first hand.  Bob promised a client a $1.5 million recovery on what I thought was a dog of a case.  But I worked the case.  And guess what?  We recovered $1.5 million.  And I saw this happen time and again. Bob wasn’t always right.  But he had the truth and guts to tell the client what he thought would happen.  And then he did his best to make sure it happened. Too many lawyers waffle on recoveries.  Too many lawyers rely on standard contract language. Truth and guts.  Try it. Please follow and like us:

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Why Lawyers Hate Selling

Why do lawyers hate selling? Since we launched ClaimKit, I have had to purposefully get over my fear of “selling.”  In doing so, I have had to totally reinterpret my idea of selling.  I believe my new approach is something that can help lawyers out there that want to build their own practice. Most of us think of selling as this:  “Here’s my product or service.  Here’s why it’s great.  Buy it.  Did I say buy it?  I meant to say BUY IT!” In the legal world, selling has been given a bad name by billboards and sleazy marketing tactics (“Better Call Saul” always comes to mind).  But if you are reading this blog post, you probably don’t do sleazy marketing.  You are probably a sophisticated lawyer. How does a sophisticated lawyer “sell”? I believe there is one thing lawyers can do above all others that will help lawyers land more clients: Identify pain. Pain are the things that keep your customers or prospects up at night.  Your customer’s pain isn’t whether clause 5b created too broad of an indemnification clause.  Pain involves managing expenses on a case; pain involves avoiding litigation all together. Pain isn’t what you expect it to be and you won’t know what it truly is until you ask.  For example, a group of panelists at a recent surety legal conference talked about managing outside lawyers and consultants.  And the panel talked at length about timely billing practices.  The panelists were tired of receiving late bills from lawyers and consultants.  That is real pain. How can you help customers better manage cases?  How can you help customers avoid lawsuits all together.  I know that sounds counter intuitive.  But if you help someone avoid litigation, they will remember, and they will call you next time they do have litigation. Getting a prospective customer or client to talk about their pain points is the tricky part.  Because that prospective customer or client thinks you are trying to sell something to them like everyone else.  I’ve recently taken a new approach to these initial conversations, one that I will report back on here.  This is what I like to say: “Okay, John, before we start talking, I have to tell you one of my dirty secrets.  I hate selling.  I seriously detest it.  Instead, I want to talk about how you manage your document reviews.  You will have some questions about what we do […]

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