Changelog
Version 1.0 · Launch roadmap
What's new and what's coming next for XactaClaim.
Recently shipped
Features and reliability improvements that are available in the web workspace today.
Notification history
Workspace notification history keeps read and unread alerts in one place without losing triage context from the bell or work queue.
Tab-aware Claim Copilot
Claim Copilot is enabled on Overview and Estimate comparison, with clear guidance on tabs where deeper context is not available yet.
Premium estimate PDF photo extraction
Staff can review embedded estimate PDF images before saving selected candidates to Damage Photos — no automatic Photo AI.
Solo Trial upload limits and review-safe MMS
Solo workspaces have clearer staff upload caps, and unmatched Solo MMS attachments route to review instead of auto-saving.
Client portal legal and SMS consent refinements
Portal and marketing legal pages clarify SMS consent, notification preferences, and client-visible task boundaries.
Premium client portal brand color
Premium workspaces can set a client portal accent color after PIN verification from Profile settings.
Premium workspace branding (logo and report headers)
Premium workspace logo for verified client portal screens and generated report headers. Uploaded source documents and CSV/XML exports are not modified.
Contents item photos
Staff can attach inventory photos directly to Contents items without adding them to Damage Photos or triggering Photo AI.
Damage Photos PDF export
Export a printable PDF report of damage photos with AI captions, tags, and analysis status for staff review.
Claim insights and workspace analytics
Dashboard Claim insights and a lightweight Claim snapshot on Overview show operational counts from loaded claim data and monthly fair-use usage — not full reporting or BI.
In progress / coming next
Active work that may ship soon. Timing can change as we finish launch QA.
More notification and task workflows
Additional triage and follow-up tools for work queue alerts, client tasks, and review items.
Planned later
Directional roadmap items without committed ship dates.
Contents Excel import (review-first)
Import contents inventory spreadsheets with staff review before items are saved — not available yet.
Advanced state-aware deadline workflows
More precise follow-up timing based on jurisdiction and claim phase — future work beyond launch heuristics.
Deeper AI Copilot context
Richer Copilot answers using files, photos, notes, and Communications history where product rules allow.
More export formats and reporting
Additional claim export and reporting options beyond the current Premium XML export and photo PDF report.
Questions about a specific capability? Contact us or review the feature overview.