Features | Sentinel Platform

Smart Case Creation

Extract data from intake forms and documents automatically to create new cases in seconds, minimizing manual entry.

Visual Timeline Builder

Automatically construct an interactive, chronological timeline of all case events, documents, and communications.

Task & Deadline Automation

Generate task lists based on case type, assign them to team members, and track deadlines with automated reminders.

99% Accuracy OCR

Convert any scanned document or image into searchable, editable text with industry-leading optical character recognition.

Auto-Categorization & Tagging

Our AI analyzes document content to automatically categorize files (e.g., "Policy", "Estimate", "Invoice") and suggest relevant tags.

Secure Sharing & E-Signature

Share documents securely with stakeholders and collect legally-binding e-signatures directly within the platform.

Unified Inbox

Manage all case-related emails, SMS messages, and internal notes from a single, unified inbox, ensuring nothing is missed.

Client Communication Center

Provide clients with 24/7 access to case updates, a secure messaging portal, and an AI chatbot for instant answers.

Automated Notifications

Keep all parties informed with automated status updates, deadline alerts, and milestone notifications via email or SMS.

Invoice & Payment Tracking

Generate professional invoices from project data, track payment statuses, and integrate with accounting software like QuickBooks.

Settlement Calculators

Model different settlement scenarios, calculate net-to-client amounts, and visualize financial outcomes to aid negotiations.

ALE & Expense Tracking

Provide clients with simple tools to track Additional Living Expenses (ALE) and other out-of-pocket costs.

Predictive Case Valuation

Leverage historical data to receive an AI-driven valuation range for new cases, informing strategy from day one.

Smart Document Generation

Draft demand letters, pleadings, and reports in seconds using templates that auto-populate with case data.

Carrier Pattern Analysis

Identify delay tactics, common arguments, and successful counter-strategies for specific insurance carriers and adjusters.

Custom Dashboards

Build personalized dashboards with the KPIs that matter most to you, from case volume and lifecycle to financial performance.

Real-time Metrics

Monitor your firm's health with live data on case duration, team productivity, and profitability per case.

Export & Share Reports

Easily export data and generate professional, shareable reports for partners, clients, or internal reviews.

Seamlessly Integrated With Your Favorite Tools

Sentinel connects with the software you already use, creating a single source of truth for your entire workflow.

Bank-Level Security & Compliance

We take data security seriously. Your firm's and your clients' data is protected with enterprise-grade security protocols and infrastructure.

End-to-End Encryption

All data is encrypted at rest and in transit using AES-256 encryption.
SOC 2 Type II Certified

Our infrastructure meets the highest standards for security, availability, and confidentiality.
Role-Based Access Control

Granular permissions ensure users only see the information relevant to their role.

See Sentinel in Action

Ready to see how Sentinel can transform your practice? Schedule a personalized demo with one of our product specialists today.

Powerful Features for Every Professional