A structured evidence workspace that takes a claim from first intake to an organised submission pack, with the missing pieces clearly identified.
The challenge
A claim can stall while photographs, invoices, estimates and correspondence are gathered from different people.
The approach
The evidence list should follow the claim type and highlight gaps, rather than simply providing an unstructured folder of uploads.
Illustrative interface
Case intake
Create a focused checklist for each claim.
Evidence collection
Bring photos, invoices, estimates and correspondence together.
Missing items
Flag gaps and send reminders for outstanding evidence.
Submission packs
Export a structured pack ready for the claim handler.
How it works
Open the case
Collect and classify evidence
Resolve missing items
Export the case pack
Less administration. More useful time.
Forms prepared. Work moved forward.
Automation is part of the full Evidrel specification, from the first record to the next action. These workflows include planned capabilities; release availability is confirmed before ordering.
01Claim opened
02Evidence requests generated
03Reviewed pack prepared
The right forms for the work
Claim intake forms, incident statements, claimant authorisations, evidence requests, witness statements, loss schedules, reviewer checklists and indexed submission packs.
Generated from your approved templates, pre-filled from the record, sent for completion or signature, and stored with the work they belong to.
What runs automatically
Claim type and incident details generate the relevant forms, evidence checklist and assigned requests.
Incoming evidence is classified and linked to the case, with duplicate, missing or unreadable items flagged for follow-up.
Deadlines and unanswered requests trigger reminders, reviewer tasks and escalations to the case owner.
Reviewed evidence generates a draft chronology, cost schedule and indexed submission pack; responses update the case and create the next actions.
How you stay in control
The case owner verifies statements, amounts, redactions and the final pack before it is shared with the authorised recipient.
Choose the triggers, rules and approval points. Track actions, pause workflows and resolve exceptions without losing the history. Forms and automated steps are configured for your organisation, sector and location.
The complete scope
What Evidrel covers.
Explore the modules and workflows in the full product specification. This includes planned capabilities; current release availability and supported connections are confirmed with you before an order.
01
Case intake
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Record claim type, incident details, contacts and key dates.
Create a checklist suited to that claim and assign responsibility.
Keep insurer or handler references and correspondence together.
02
Evidence collection
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Request photographs, invoices, estimates, statements and other supporting files.
Allow invited contributors to upload only to their assigned case.
Record upload history, source information and document categories.
03
Evidence organisation
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Tag files, record descriptions and identify duplicate or unclear submissions.
Build an incident timeline linked to the underlying evidence.
Preserve originals and distinguish annotated or redacted copies.
04
Completeness checks
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Show required, received, reviewed and missing items separately.
Flag gaps, unreadable files and unanswered questions.
Assign follow-up requests and reminders to named people.
05
Review & collaboration
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Maintain internal notes, queries and reviewer decisions.
Track actions and due dates without relying on separate email chains.
Control which contributors can see each document or note.
06
Costs & supporting schedules
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Organise claimed items, estimates, invoices and relevant amounts.
Connect each line to its evidence and record disputed or adjusted figures.
Track the difference between requested, reviewed and accepted amounts.
07
Submission packs
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Create an indexed pack with a cover summary, chronology and selected evidence.
Check redactions and recipient access before sharing.
Record the exact pack version issued and any later additions.
08
Case progress
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Track handler queries, responses, outcomes and closure tasks.
Report on ageing cases, missing evidence and outstanding reviews.
Export the case history with appropriate retention controls.
09
Automatic forms & document generation
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Generate the required document pack for the agreed workflow from configurable, business-approved templates: claim intake forms, incident statements, claimant authorisations, evidence requests, witness statements, loss schedules, reviewer checklists and indexed submission packs.
Pre-fill known information, use conditional questions, request missing details and create branded documents without retyping records.
Collect signatures or acknowledgements where appropriate, issue reminders and keep the exact signed version with its related record, permissions and retention settings.
Let your team add or adapt templates as requirements change, with review and version control before a revised form is issued.
10
Connected workflow automation
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Claim type and incident details generate the relevant forms, evidence checklist and assigned requests.
Incoming evidence is classified and linked to the case, with duplicate, missing or unreadable items flagged for follow-up.
Deadlines and unanswered requests trigger reminders, reviewer tasks and escalations to the case owner.
Reviewed evidence generates a draft chronology, cost schedule and indexed submission pack; responses update the case and create the next actions.
11
Automation controls & review
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Configure triggers, conditions, schedules, owners and approval steps; test the workflow before enabling it.
See every automated action, its source and outcome. Failed jobs, missing information and uncertain suggestions enter a visible exception queue with a responsible owner.
Pause or override a workflow with a reason; retry safely without creating duplicate records, repeated messages or duplicate charges.
The case owner verifies statements, amounts, redactions and the final pack before it is shared with the authorised recipient.
In practice
Where it makes a difference.
Example workflows showing how the product is intended to support everyday work.
01
Property damage
Gather photos, estimates and invoices into a claim-specific checklist.
02
Missing evidence
Ask the responsible contributor for one missing item and track its review.
03
Handler submission
Issue an indexed, reviewed pack and retain the same version in the case history.
What we are building towards
Evidence follows the claim’s actual requirements.
A clear distinction between received and reviewed material.
Submission packs that preserve provenance and context.
Your setup
Shaped around the way you work.
Configuration is agreed with you. Bespoke development, migrations and external services are scoped and priced separately where needed.
Make it fit your business
Configurable fields, sector-specific forms, document templates, workflow rules and terminology appropriate to the product.
Give people the right access
Role-based permissions, protected company boundaries and deliberate sharing controls.
Keep a useful history
Dated changes, approvals and source records so important actions can be reviewed.
Bring your information with you
Agreed import templates, migration checks and a practical data-export route.
Connect the right systems
Confirmed integrations with visible sync status, error handling and ownership.
Keep improving after launch
An agreed hosting, maintenance and support arrangement, regular check-ins and a prioritised improvement list.
Automate the routine
Event-driven tasks, document generation, reminders and reporting, with approval gates, activity logs and clear exceptions.
Control your forms
Your approved templates, conditional fields, pre-filled records, signatures, document versions and retention settings. Template coverage is agreed for your sector and location.
Connections, coverage and rollout
Insurer portals, external claim systems and document processing are separately scoped. Pack preparation does not guarantee an insurer’s acceptance or a claim outcome.
The Arkiden Experience
Try it. Shape it. Keep improving it.
We agree the priority workflow with you, give you a demo to explore and use your feedback to refine the result. Hosting, maintenance, regular check-ins and ongoing development can continue under an agreed support plan.
