Client Portal

Your Claims Command Center

Contractors get a centralized workspace to submit claim documents, communicate with the Claims Ninja team, monitor project progress, and keep claim activity organized from intake through recovery.

Portal capabilities

Everything your claim team needs in one place

The Client Portal is live today—built for restoration and roofing teams who need operational clarity, not another inbox to manage.

  • Document Uploads

    Submit photos, estimates, scopes, and carrier correspondence directly to the claim file—no more lost attachments or duplicate uploads.

  • Claim File Management

    Every job stays organized with a dedicated claim workspace so field crews and office staff always work from the same source of truth.

  • Real-Time Communication

    Message the Claims Ninja team inside the portal so conversations stay tied to the claim—not buried in email threads or text chains.

  • Project Tracking

    Monitor milestones, open requests, and claim activity so you know what is moving, what is waiting, and what needs your attention.

  • Billing Visibility

    Keep invoices, payment status, and claim-related billing connected to the job so finance and operations stay aligned.

  • Team Collaboration

    Give field teams, project managers, and leadership the right visibility so everyone stays coordinated without stepping on each other.

How contractors use it

From document upload to recovery, in one workflow

A straightforward operational flow—designed for crews and office teams who need to keep jobs moving while Claims Ninja handles claim support.

  1. 01

    Submit claim documents

    Upload scopes, photos, estimates, and carrier paperwork to the claim file so our team has everything needed to start work.

  2. 02

    Collaborate with Claims Ninja

    Communicate directly in the portal—ask questions, respond to requests, and keep every exchange tied to the job.

  3. 03

    Track progress and requests

    See claim activity, open items, and project updates in real time so nothing stalls between field, office, and our team.

  4. 04

    Review outcomes and billing

    Stay informed on supplement results, approvals, and billing status as the claim moves toward recovery and payment.

Built for the field

Built for Contractors, Not Desk Work

Contractors should not have to manage claims across email threads, random folders, text messages, and spreadsheets.

The Client Portal centralizes the claim workflow so crews and office teams can keep moving while Claims Ninja handles the claim support process.

  • Stop chasing documents across inboxes and shared drives
  • Give field crews a simple way to submit what carriers and adjusters need
  • Keep office staff aligned on status without constant follow-up calls
  • Connect claim activity to billing and project workflows in one place

Expert-backed operations

Organized by the portal. Driven by real claim experts.

The portal keeps everything organized. The Claims Ninja team does the heavy lifting.

  • Estimate writers who build carrier-ready documentation
  • Supplement specialists who identify and pursue recovery opportunities
  • Claim coordinators who keep files moving through each stage
  • Public adjuster support when full claim ownership is required

Software does not replace seasoned claim professionals—it gives your operation a single place to work with them.

Frequently Asked Questions

Answers to common questions about the client portal.

Yes. Role-based access lets you limit visibility by user, office, or function. Owners and managers typically see full claim history; field users may see only assigned files.

Partners upload photos, estimates, and supporting files through the client portal or intake workflow established during onboarding. Organized uploads speed review — your team can batch by claim phase or trade.

Claim files are stored with encrypted access controls and role-based permissions. Document handling follows practices aligned to contractor and carrier workflows. Your team controls who sees what within your organization.

Typical intake includes the carrier estimate or scope (if available), site photos, your contractor estimate, policyholder details, claim number, and loss type. Additional items like moisture logs, testing reports, or contents inventories may apply depending on claim type and scope.

After intake and workflow setup, most teams submit their first claim within a few business days. Timing depends on how quickly you can provide photos, estimates, and policy details. We walk through your first file so the process is repeatable across your book.

View the full FAQ library →

Get started

Ready to bring order to your claim workflow?

Start with a claim intake or schedule a strategy call. We will show you how the portal fits your operation.