Send claim agreements for secure review and signature
Upload agreement PDFs from the claim file, let clients review the document in the secure web portal, and track signed status — with view-before-sign controls your team expects.
Built for public adjusters and small claim teams using the client portal.
Staff uploads and claim scope
- Add agreement PDFs from the claim Agreements workflow — separate from general damage document uploads.
- PDF only, max 25 MB per agreement file.
- Signed agreements stay with the claim file for staff reference.
View-before-sign client flow
- Clients tap View agreement PDF to open the document streamed from the portal — no public token URL in responses.
- The sign action stays secondary or disabled until the client has opened the PDF.
- Clients confirm review before signing; signed status updates on the claim record.
Portal security and expectations
- Agreement signing runs inside the secure PIN client portal — not via email attachment loops.
- Beta portal signing captures client acknowledgment — not a full e-signature platform or legal compliance guarantee.
- Internal staff notes about negotiations remain staff-only and are not visible to clients.
Beta e-signature expectations
XactaClaim provides organization, automation, document review, and AI-assisted analysis tools. It does not provide legal advice, insurance coverage determinations, claim payment guarantees, or professional adjusting services. Outputs should be reviewed by qualified professionals.
Portal agreement signing is beta. It is not a full e-signature platform and does not guarantee legal enforceability — consult qualified professionals for contract requirements in your jurisdiction.
Frequently asked questions
Keep agreement follow-up on the claim file
Start free or request a demo to see agreement upload, portal review, and signed status tracking.