Legal

What you need to run Claims Suite

Last updated 13 October 2026

Claims Suite runs in your web browser. There is nothing to install. This page says what you need, what works and what doesn't yet, what runs on our servers instead of your computer, and what happens when you close the app. Please read it before you connect your email. It forms part of our Terms of service.

A computer with a current web browser

• A laptop or desktop computer, Windows or Mac, with the current or previous major version of Google Chrome, Microsoft Edge, Firefox or Safari (Safari 16.4 or newer).
• Phones and tablets are not supported, including iPhone and iPad. Parts of the app don't work on them, so please don't use a phone to check jobs, review drafts or connect your email.
• In the field, keep using the apps already on your phone. Claims Suite picks up what they send on our servers, with no need to open it on your phone:
  • Your email: carrier and homeowner mail is filed on the right job within minutes for Microsoft 365 and Outlook, and within the hour for Gmail and other email.
  • CompanyCam: photos you take in the CompanyCam app are pulled onto the matching job every few hours (when CompanyCam is connected).
  Then do the desk work, like reviewing and sending supplements and rebuttals, on a computer.
• A screen at least about 1,200 pixels wide (any normal laptop) shows the app as designed.
• JavaScript must be turned on, and your browser must allow pop-ups from this site, because reports and packets open in a new window to print or save.

A steady internet connection

Everything is saved online. There is no offline mode.

A work email account (required)

Claims Suite reads your work email to file carrier mail on the right job. You need one of these:

• Microsoft 365, Outlook.com or Exchange Online. You will be asked to let Claims Suite read your mail and create drafts. It never asks to send mail: every letter waits in your Drafts folder until you open it and press Send yourself. Some company Microsoft accounts need your IT administrator to approve the app once (you will see "Need admin approval").
• Gmail or Google Workspace. You will be asked to let Claims Suite read your mail and create drafts. A Workspace administrator may need to allow the app.
• Any other email with IMAP and SMTP (for example Yahoo, AOL, iCloud, GoDaddy or HostGator). You will need your server settings and, for most providers, an app password. These mailboxes cannot hold a draft for us, so when you press Send in Claims Suite it sends from your address.

Your first sweep: what runs where

When you connect your email, Claims Suite reads your history so it knows your business from day one. It sorts the last 180 days of mail into jobs, keeps a private copy of every job email and attachment, reads the text in every attachment (including scanned pages), and studies the estimates, supplements and rebuttals you sent: what you asked for, what each carrier approved or denied, and how you write.

Where	What happens there
Your browser	Only the screens: signing in, connecting your email once, watching progress, reviewing and sending drafts.
Our servers	Everything else: reading and sorting mail, saving copies, reading attachments, studying sent documents, and preparing drafts. It runs on a schedule every few minutes, whether or not anyone has the app open.
Your email provider	Your mail stays where it is. We read it with the access you approved and never move, delete or send anything.

If you close the app or turn off your computer

Nothing stops. Closing the browser tab, closing your laptop, turning off your computer, losing your internet connection or signing out has no effect on the sweep, because none of it runs on your computer. When you come back, the progress screen picks up where things are and your results are waiting.

The sweep only pauses when the connection to your email stops working. That happens if you:

• disconnect your email in Settings, or press "Stop reading my email";
• change your email password (Microsoft and Google often cancel the app's access when you do);
• remove Claims Suite's access in your Microsoft or Google account settings, or your IT administrator does;
• connect Gmail during our Google review period (see below), and the 7-day sign-in runs out.

When that happens, the progress screen says so and shows a button to reconnect. Nothing already saved is lost, and after you reconnect it carries on from where it stopped. It can also pause for a few minutes if the AI service we use is unavailable; it resumes on its own.

How long the first sweep takes

It depends on how much mail you have. The progress screen shows a time range measured from how fast your own mail is moving. It doesn't show a time until it has measured enough to be honest about it. In our tests, after the mail was sorted into jobs:

Job email	Finished in
About 275 job emails (a 500-email inbox)	21 minutes
About 2,800 (a 5,000-email inbox)	35 minutes
About 11,000 (a 20,000-email inbox)	76 minutes

Sorting the mail into jobs comes first and is not included above; a very large inbox can take until the next day in total. You can use the app while it runs.

What the sweep can't do

• Attachments larger than 40 MB are listed but not kept. Password-protected files can't be read.
• Emails you deleted before connecting, or while the sweep runs, can't be saved. They are counted and shown to you, never silently dropped.
• Scanned pages and handwriting are read with AI and can contain mistakes. Check every number before you send a document.
• It reads the last 180 days of mail. Older mail isn't read.

Gmail during our Google review

Google reviews every app that reads Gmail. Until our review is finished, a Gmail or Google Workspace connection stays signed in for 7 days and then needs reconnecting with one click. Microsoft and IMAP email aren't affected.

Optional connections

Each of these uses your own account and your own subscription with that company. Claims Suite does not include or resell them.

• CompanyCam: an active CompanyCam account and an API access token. Without it, add photos by hand.
• EagleView and HOVER: your own account credentials.
• AccuLynx and JobNimbus: an API key from your account.
• Notion and Google Drive: you sign in with that account. Google Drive asks for access to your files.
• Xactimate: no Xactimate licence is needed. We import the carrier's estimate from an .esx file, PDF or Excel. We do not write back into Xactimate.
• Measurement reports (GAF QuickMeasure, RoofScope, EagleView, HOVER) are read from PDFs that arrive in your email or that you upload.

Files we can read

Photos (JPG, PNG, iPhone HEIC), PDF, Excel (.xlsx, .xls, .csv), Word (.doc, .docx), plain text, saved emails (.eml, .msg) and Xactimate .esx. A single upload larger than about 6 MB may need to be split. Company logos must be under 2 MB.

Payment

A credit or debit card, billed monthly through Stripe.

Questions

If something here does not match your setup, email support@claimssuite.com before you sign up and we will tell you whether it will work.