Straight answers to the questions every DBA attorney asks about ClaimWorks - how it works, what it does not do, how your client data is protected, and what to expect on day one.
ClaimWorks is a SaaS platform that gives DBA attorneys a six-agent AI team. Each agent handles a specific part of the claims process: intake, records retrieval, evidence building, claim monitoring, appeals triage, and case coordination. You get a single dashboard showing every active case, every agent action, and every deadline. You focus on legal strategy. The platform handles the administrative overhead that currently consumes 40 to 60 percent of most DBA practices.
A typical intake takes 8 to 15 minutes depending on the complexity of the case. Joseph adapts its pace to the individual. There is no time limit and no pressure to rush. Veterans with TBI or PTSD receive a slower, more patient experience automatically.
ClaimWorks prepares. You file. The platform produces a complete, attorney-reviewed case package ready for submission. The attorney of record reviews everything, applies their professional judgment, and submits. ClaimWorks does not file claims autonomously.
Your professional responsibility and your client relationship remain entirely with you.
Joseph is an AI intake guide. He conducts conversational VA benefits intakes - asking about service history, deployment locations, health conditions, onset dates, and representation preferences in plain, trauma-informed language. He adapts to veterans with TBI or PTSD, works in English and Spanish, and recognises crisis signals with appropriate protocols. At the end of every session he produces a structured case record, a pre-filled VA Form 21-526EZ, and a CSV export ready for your case management software.
Each is a specialised AI agent with a defined role in the case workflow:
All agent actions are logged and visible in your dashboard. You review, you decide, you act.
Joseph currently supports English and Spanish. He detects the veteran's preferred language from their responses and switches automatically. Additional language support is on the roadmap.
If a veteran expresses distress or shows signs of crisis, Joseph pauses the intake, acknowledges what the veteran has shared, provides the Veterans Crisis Line number (988, then press 1), and does not continue until the veteran indicates they are ready. The attorney is notified of any flagged sessions immediately.
Yes. Every ClaimWorks subscription includes a firm-branded Joseph embed that can be added to your website with a single line of code. Veterans visiting your site see a chat button in the corner. When they click it, Joseph opens in a panel on your page - fully branded with your firm name, no ClaimWorks branding visible.
The embed code looks like this:
Your web developer or IT contact can add this to any page in under five minutes. If you do not have a developer, our support team will assist you.
A small chat button appears in the bottom right corner of your website, labelled with your firm name. When clicked, a chat panel opens on the page. Joseph introduces himself as being from your firm and begins the intake conversation naturally. The veteran never leaves your website and never sees the ClaimWorks name.
Completed intakes appear in your ClaimWorks dashboard exactly as they would from a direct Joseph link.
The website embed is included on all plans - Solo, Practice, and Firm. It is one of the fastest ways to start receiving intakes because veterans can begin a conversation the moment they land on your site rather than having to call or email first.
Yes. Every account includes a direct Joseph link you can share via email, text message, or any other channel. The link opens Joseph in a standalone page branded with your firm name. Many attorneys send this link directly to veterans at the start of an engagement rather than embedding it on a website.
Yes, under your firm's brand. Joseph introduces himself as being from your firm. The veteran's experience is entirely with your firm. ClaimWorks is the platform layer - invisible to the veteran.
That is a question for your state bar and your own professional judgment. Joseph is designed as an intake tool, not a legal advice tool. It collects information and explains the claims process. It does not provide legal opinions or recommendations. How that maps to your jurisdiction's rules on attorney-client formation is something you should assess before deploying.
At the end of every intake the veteran is shown a complete summary of everything collected - all fields, clearly labelled - and asked to confirm the information is accurate. They confirm before the session concludes. Nothing is shared with the attorney without that confirmation step.
Your firm name and attorney name are injected automatically. Joseph always introduces himself as being from your firm. Deeper customisation of Joseph's language and question flow is available on the Firm plan and is on the roadmap for all plans.
Every completed Joseph intake generates a CSV export formatted to match the standard matter import template used by the most common legal practice management platforms. You download the CSV from your ClaimWorks dashboard and import it directly into your case management software in two or three clicks.
The CSV includes all fields captured during intake: client name, contact details, service branch, service dates, deployment location, conditions claimed, representation preference, and prior claims history. Fields not yet collected during intake are included as blank columns so the file structure remains consistent.
The export is formatted to the standard CSV import structure accepted by all major platforms. Tested and confirmed compatible with:
If you use a platform not listed here, the CSV will work with any system that accepts standard comma-separated format with a header row - which covers every major legal practice management tool on the market.
Direct API integrations with Clio and MyCase are on the Phase 3 roadmap. When live, a completed intake will push directly to a new matter in your case management system with no manual download or import required. If you are evaluating ClaimWorks and direct API integration is a requirement, contact us - we can discuss timeline and prioritisation.
The standard export includes the following columns, matching Clio's matter import field names for maximum compatibility:
Identity fields not collected conversationally (SSN, DOB, VA file number) are included as blank columns so you can complete them in your case management system after account verification.
You do. The subscribing attorney is the data controller for all client information entered through ClaimWorks. We process that data solely to provide the service. We do not sell it, share it with third parties, or use it to train AI models.
Yes. All data is encrypted in transit (HTTPS/TLS) and at rest. Access is restricted to authenticated users only. In the event of a data breach affecting your data we will notify you within 72 hours.
Conversation data is processed in real time by the AI model powering Joseph and is not stored beyond the active session or used to train future models. We recommend informing veterans that AI technology is used to assist with intake, consistent with applicable professional conduct rules. Full details are in our Privacy Policy.
We retain your data for 90 days after cancellation to allow for account reactivation. After 90 days all case data is permanently deleted. You can request earlier deletion at any time by contacting hello@claimworksusa.com.
Yes. Joseph is trained on burn pit exposure indicators and PACT Act presumptives. When a veteran mentions service at locations with known burn pit activity, Joseph flags this proactively and Todd maps the documented conditions to the relevant presumptive categories. The presumptive list is updated as the VA publishes changes.
Joseph has a TBI-aware mode that activates when a veteran mentions head injury or cognitive difficulties. In this mode Joseph slows its pace, uses shorter sentences, avoids complex terminology, and is more patient with unclear responses. The attorney is notified when TBI mode was active during an intake.
Todd specifically identifies secondary condition opportunities - for example sleep apnea as secondary to PTSD. Joseph asks about onset dates and service connection for each condition. Todd then drafts nexus letter frameworks for attorney review. The attorney adds their professional assessment and signs off before anything goes to the VA.
Yes. Joseph covers Vietnam-era service locations, Agent Orange presumptives, and the expanded locations added under the PACT Act. The system handles the longer, more complex service histories typical of Vietnam-era claims.
Solo ($399/month): Unlimited Joseph intake sessions, full six-agent squad, case dashboard, VA Form 21-526EZ output, CSV export for case management software, email reminders, website embed, and one attorney login.
Practice ($799/month): Everything in Solo plus SMS reminders, team case assignment, priority alerts, up to five attorney logins, and priority support.
Firm ($1,499/month): Everything in Practice plus unlimited attorney logins, calendar integration, white-label option, API access, and a dedicated account manager.
All plans include a 30-day free trial. No charge until the trial ends.
No contract and no minimum commitment. All plans are month-to-month. Cancel any time and your access continues until the end of the current billing period.
Billing is monthly, in advance, via credit or debit card. Payment is processed securely through our payment provider. You receive an invoice by email each month. Update your payment method or cancel from your account settings at any time.
Yes. Upgrade or downgrade at any time. Upgrades take effect immediately and are prorated. Downgrades take effect at the start of your next billing period.
Most attorneys are fully set up within 30 minutes. No technical setup, no installation, no IT involvement required.
None. ClaimWorks runs entirely in your browser. There is nothing to install and no software to configure. The website embed requires adding one line of code to your website - your web contact can do this in under five minutes, or our support team will assist you.
Yes. Every plan includes a 30-day free trial with no credit card required. Run real intakes, see the dashboard, and evaluate the full platform. Cancel before the trial ends and pay nothing.
All plans include email support at hello@claimworksusa.com with responses within one business day. Practice plan subscribers receive priority support. Firm plan subscribers receive a dedicated account manager.
Email us at hello@claimworksusa.com. We respond to every inquiry personally.
30-day free trial. No credit card. No commitment. Up and running in 30 minutes.