Their quarter has ended, and they still have until the deadline before this is actually late. A softer, earlier nudge, not an overdue notice.

Uncheck any you don't want to include. Rows showing "No recipient found" need an email typed into that row's Recipient field before they can actually be sent — if left blank, they'll be skipped and flagged rather than sent.

These clients said they'd send a figure by a date that's now passed. Uncheck any you don't want to chase yet.

More reliable for a per-buyer breakdown with many rows and no single total cell — this sums every row itself with real arithmetic instead of an AI estimate from reading the sheet. Download the attachment from the client's email first, then upload it here.

Each row is one reply — a figure ready to file, a promise to send one later, or a question/dispute that needs your own attention. Check the matched policy and details, then file the ones you trust. Nothing is written to the ledger until you click File.

A thank-you for anything filed, or a request for clarification for anything skipped. Review and edit before sending — nothing goes out until you click Send.

A question or a dispute — these need an actual answer, not an AI's best guess, so nothing is auto-drafted here. Reply to these yourself directly in Outlook.

Which ledger client is this claim for? Required before scanning, so the claim is linked correctly from the start.

When was this overdue account actually reported to the insurer? Required upfront — this drives the KPI delay calculation, so it's entered directly rather than relying on the document to state it clearly.

Notification, invoices, statement of account — select multiple at once if your file picker allows it, or click "Choose claim file(s)" again to add more one at a time. Accepts PDF, images, Excel (.xlsx/.xls), or CSV.

Used to check the claim's dates against the policy period and waiting period.