Control the case. Produce the documents. Recover the revenue.
Every feature AwardLettr ships solves a real problem an appraiser hit yesterday. Three pillars. One workflow. Built for the way insurance appraisal cases actually move.
Control the case
Hold every detail from the moment the case is assigned. Pipeline visibility, smart scheduling, public booking, and workflow automations keep the file moving without manual chasing.
Every case visible at a glance
Active files grouped by status. Notification counts on each. Filter by carrier, umpire, tag, or aging. The pipeline tells you what to work on next.
Eliminate travel dead-time between inspections
Zone-aware booking with Google Routes travel-time calculations. Slot scoring shows which times keep your day efficient. Same-day uses real-time traffic; future days use historical averages.
Let opposing appraisers book themselves
Send a self-service link. They pick a slot that fits your zones and traffic. You approve before it lands on your calendar. No phone tag.
Status updates that fire on your schedule
Build templates once. Status changes, dates, and milestones trigger emails, follow-ups, and reminders automatically. To the right party, every time.
Produce the documents
Award letters, panel declarations, reports, and invoices generated from the case file. Branded with your firm name. AI Polish and the Jaxson co-pilot remove the typing without removing your judgment.
Convert opposing estimates from PDF to Xactimate ESX automatically.
Drop in the carrier or insured estimate PDF. Our six-phase matching pipeline reads it (text or scanned), matches every line item against the Xactimate catalog with category-scoped vector search, and outputs an ESX file you import into Xactimate Online, ready to review. Hours of manual line-by-line re-entry gone. On Xactimate Desktop, or if you would rather work in Excel, download the same coded line items as a CSV. No other appraisal platform does this.
Branded documents in seconds
Carbone-driven templates pull the case data. Your firm branding, your firm name, your signature. Every document, every time. No more rebuilds from old files.
Dictate bullets. Get polished prose.
Speak the findings into your phone. AI Polish returns professional report language tuned to insurance appraisal vocabulary. You stay the expert; the typing goes away.
Signatures without the printer-scanner
SignWell-powered signing inside the case. Watch the panel sign in order. Signed PDFs save to the case automatically and distribute to all parties.
Draft and polish without leaving the case
Built for appraisers, not generic chat. Knows your case context. Drafts award language, polishes status updates, and answers procedural questions in your voice.
Recover the revenue
Time, mileage, and document touches captured as the work happens. Multi-recipient invoicing routes the bill to the right party. Accounting webhooks push it where your books live.
Capture every minute, every mile, automatically
Timer on the case. Mileage calculated from the inspection address. Manual entries when you need them. Nothing leaks between the work and the invoice.
Bill the right party: carrier, insured, TPA, attorney
Save billing recipients per case. Switch between carrier and TPA in two clicks. Invoice templates adapt the bill-to block automatically.
Push to QuickBooks, Xero, or anywhere
Generate the invoice in AwardLettr; the data flows to your accounting system via webhook. External invoice numbers supported for two-phase QuickBooks/Xero workflows.
Know what you have earned and what is pending
Pending revenue from time entries × rate sheet. Earned revenue from closed cases. CSV export. Real numbers, not a spreadsheet you have to maintain.
The roadmap is short. The shipping cadence is fast.
- Mobile field appLate 2026
- Voice-driven AI command agentLate 2026
Run your practice on AwardLettr.
A 30-minute walkthrough of the platform, built around the workflow you actually run. No slides. No pitch. Just where the leakage is hiding.