• Client claim number and client contact details. In the case of subscription policies all clients and client contacts.
• All parties name, address, contact details. This includes parties such as Insured, Claimant, Witness, Defending Counsel, Opposing Counsel, Doctor, Expert and any other type you want.
• Basic policy and coverage information.
• Description and date/time of loss.
• Other details such as date reported, received, billed, closed, reopened, next report date, type of loss, line of business, etc.

• Define any number of custom data forms "Eforms" to hold custom fields
• Custom fields can hold user definable codes
• Add any number of Eforms onto claim files.

• Record and import notes.
• Generate notes from file actions such as assign, acknowledge, close, reopen, change reserves, etc.
• Email notes.

• Upload and scan documents, pictures, faxes, estimate files, etc. onto claims as attachments onto claims
• Upload email attachments as attachments onto claims.
• Open, download, copy claim attachments.
• Share documents from the document library.
• Share documents among multiple claim files on a claim.
• Email documents as email attachments or as download links

• Maintain a library of documents for use by internal staff and outside contractors and clients
• Organize the documents however you need them such as by type, client, etc.
• Secure documents for use by specific groups of users.
• Library documents can be attached onto a claim as a new copy or can be attached as a link.
• Securely create documents using W5 templates even over the Internet. This includes Microsoft Word and Excel (and you don’t need to run the products on your web server)

• Manage your email from within W5.
• Send and receive emails.
• Organize emails and attachments.
• Attach emails to claims files.
• Instantly convert email attachments into documents attached to a claim file.

• Record coverage limit, coinsurance, valuation type, etc.
• Record financial transactions in multiple currencies such as set/adjust reserve, payment, recovery, set/adjust deductible, apply deductible.
• Enforce financial rules.
• Define reserve methodologies to accommodate strict or loose enforcement for different client requirements.
• Produce reserve worksheets complete with financial audit trail
• Monitor aggregates
• Issue payment requests and write checks

• Record time and expense in multiple currencies with full notes
• Create unlimited rate schedules and billing contracts to handle straight T+E, flat rate, flat fee, progress billing, gross loss based billing, expense caps, client contract rates, etc.
• Produce billing previews, draft invoices and live invoices
• Automatically generate contract adjuster "payable" reports and accounting transmissions based upon vendor rate schedules. The amounts due can be tied to client invoice paid status.
• Automatically generate accounts receivable transmissions
• Reprint, review and cancel invoices at any time
• Produce LEDES electronic billing submissions
• Integrate with accounting systems such as Intuit QuickBooks and Microsoft Great Plains

• Record appointments, reminders, "to do" items, notifications for claim file activity.
• Maintain, view and print your calendar.
• Handle abeyance.

• Build and manage claim handling teams
• Secure W5 features and data with user and claim access rights
• Manage multiple branch locations including inter-branch claim sharing
• Upload, download, scan claim documents, pictures, faxes, estimate files, etc.
• Produce reports such as:
  • Claim lists with filters such as open and/or closed, by client, by adjuster, by line of business, by source, by file group, by office, etc.
  • Management summaries
  • Work in progress
  • Time and expense logs
  • Change audits
  • Diary, to do, and upcoming appointments
  • Invoice register, fee splits, production analysis
  • File briefs
  • Claim fact sheets
  • Reserve worksheets
• Secured data exchange via W5’s Workflow Manager service including offline T+E and notes, invoice payments.
• Automated currency exchange rate updates
• LEDES 2k bill submission
• Our Data Replication technology provides two-way data transfers between branches and head office, branches and other branches and one-way data transfers from branches to clients and head office to clients.

• Microsoft .NET Framework (C#)
• Microsoft ASP.NET (C#)
• Microsoft SQL Server 2000 and 2005 including MSDE 2000 and SQL Server 2005 Express
• Data Dynamics ActiveReports
• Scalable from a single user desktop to a global enterprise.

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