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Build every claim in the same order

Claim context, then cause, effect, entitlement and substantiation, each with its records, working notes and review

Opening Cause, reading the instruction and saving a working note
Records and a saved working note in one stage, with fictional demo data

What Claim stages hold

The parts of a claim, in the order a reader needs them

  • Claim context

    Keep the parties, relief sought and case being made together, alongside the client and project context

  • The four stages

    Cause, effect, entitlement and substantiation, with a document able to support more than one stage

  • Bob’s filing

    Bob can add a document to stages and fill empty filing details. His additions stay marked as his until you confirm them.

  • Working notes

    Keep your working notes beside the evidence, separately from the report text

  • Reviews

    Record your review of each stage. A change reopens the affected stage and shows what changed.

  • Information requests

    Record what is missing, why it matters and who may hold it, then copy or download a draft request to send yourself

Cause records and working note beside the four claim stages
Claim stages, documents and working notes, with fictional demo data

Questions about claim stages

Can Bob fill in a stage?

He proposes text with sources for you to approve into a working note or report section

Which claims can I build?

Variations, extensions of time, loss and expense and the other types in the claim list, including combined claims

Does the client email go out from Quantsurv AI?

No. You copy or download the draft and send it from your own email.

More features

  • Notices and time bars

    Keep each notice period and time bar in view, with the clause it comes from

    Notices, time bars, clauses, due dates, your confirmation

  • Chronology

    Put confirmed events and their source records in order for each claim

    Events, dates, sources, issues, confirmation, exports

  • Quality check

    Review the evidence, gaps and calculations before the claim goes out

    Clarity, causation, notice compliance, evidence, calculations, counterarguments

  • Claim report

    Read, edit and export the claim report in the layout for its type of claim

    ICCP layouts, extension of time, additional costs, variations, export

  • AI agent

    Bob reads the claim’s records and helps identify missing evidence for you to review

    Reading progress, checked quotations, gaps, information requests, review findings

  • Security

    Keep your claims, and your clients’ claims, private to you

    Two-step sign-in, account checks, private documents, audit trail, your data