Claims Referral Management: Counsel-Ready Claim Files for Claims Teams

Automated claims referral tools typically route claims to counsel or vendors by rule; the harder work is often preparing the file counsel receives. OraClaim is defense-focused claims intelligence software, not a referral routing or assignment engine. Claims professionals can use it to organize the file, generate summaries and evidence packets for counsel, and keep both sides working from the same information. Leaders also gain portfolio-level visibility, including counsel performance.

Claims professional preparing a claim file for referral to defense counsel

Capabilities That Support Counsel Referrals

Capabilities claims teams can use to prepare files for counsel, collaborate after referral and oversee referred matters.

File Organization

Ingest and classify medical records, statements and reports into a unified, searchable view before the file goes to counsel.

Injury and Treatment Summaries

Synthesizes medical data, wage-loss information and injury details into summaries counsel can read first.

Litigation Timelines

Assembles litigation timelines, alongside evidence packets, so counsel can start on strategy, not sorting.

Case Evaluation Support

Give counsel and the adjuster a shared starting point. OraClaim says case evaluations can be generated in minutes.

Counsel Performance Visibility

Portfolio-level visibility, so claims leaders can track performance across the claims portfolio to manage defense counsel.

Claims and Counsel Collaboration

Supports collaboration so adjusters and defense counsel work from the same facts.

Claim file handoff workflow to defense counsel

Where OraClaim Fits in a Counsel Referral

Claims Team Decides to Refer

Referral means deciding when a claim needs counsel, choosing the firm and sending a usable file. Those calls belong to the claims team.

OraClaim Organizes the File

Team Builds the Referral Package

Counsel and Claims Collaborate

Professionals Make the Decisions

The OraClaim Difference

Why OraClaim for Counsel Referrals

OraClaim is built for the defense side of claims, where the claims team and outside counsel need one view of the file.

Designed for Claims-to-Counsel Work

Designed for carriers, self-insureds and defense counsel, not intake or claimant workflows.

Organized File at Handoff

Counsel receives an organized file, summaries and evidence packets instead of raw documents.

One Access-Restricted Claim File

OraClaim is designed as a closed, access-restricted environment for attorneys, claims professionals, and authorized client representatives.

Counsel Visibility

Leaders can track performance across the claims portfolio to manage defense counsel.

Meet the OraClaim Founders

Built by claims, risk, and data security leaders.

Portrait of Mark Tepper, Co-founder and CEO of OraClaim

Mark Tepper

Co-founder & CEO

Mark Tepper is the Co-founder and CEO of OraClaim, an AI-powered platform purpose-built for defense lawyers and claims professionals. Drawing on his firsthand experience litigating claims and managing risk for enterprise companies and insurers, Mark identified a critical gap in the defense ecosystem: overwhelming claim volumes compounded by manual processes and unstructured data. This insight drove him to co-found OraClaim with the mission of leveling the playing field against plaintiff firms leveraging technology. Mark brings deep legal and risk management expertise to the company, guiding its strategic vision and ensuring the platform delivers real, measurable value to defense teams across the United States. His commitment to improving the lives of those who manage and defend claims is at the heart of everything OraClaim builds.

Portrait of Andy Anderson, Co-founder and COO at OraClaim

Andy Anderson

Co-founder & COO

Andy Anderson is the Co-founder and COO at OraClaim, bringing extensive expertise in insurance risk analysis and high-exposure claims management. Having spent his career analyzing risk for insurers and managing complex, high-stakes claims, Andy developed a deep understanding of the inefficiencies that put defense teams at a disadvantage relative to plaintiff firms embracing technology. This experience inspired him to co-found OraClaim alongside Mark Tepper, with the shared goal of transforming how defense lawyers and claims professionals work. As COO, Andy is dedicated to connecting defense organizations across the United States with OraClaim's AI-driven platform, helping them scale capacity, reduce costs, and achieve better outcomes on every claim without sacrificing quality.

Portrait of Ali Khan, Co-founder and Head of Engineering at OraClaim

Ali Khan

Co-founder & Head of Engineering

Ali Khan is the Co-founder and Head of Engineering at OraClaim, a seasoned data security engineering leader who plays a central role in building and safeguarding the platform's technical foundation. Recognized for his expertise in secure system architecture, Ali was brought on by co-founders Mark Tepper and Andy Anderson specifically to ensure that OraClaim's AI platform meets the highest standards of encryption, authentication, and data protection. His work underpins the trust that defense lawyers, insurance carriers, and claims organizations place in the platform every day. Ali is committed to delivering a robust, secure, and scalable solution that integrates seamlessly with existing practice management and document management systems, empowering defense teams to work smarter without compromising on security or accuracy.

Frequently Asked Questions

What commonly goes wrong in a counsel referral?

Usually missing pieces: records the adjuster holds but did not send, no summary of the claim history, or unclear reporting instructions. Counsel may then spend time re-requesting documents. A package built from the organized file, with the carrier's reporting guidelines attached, can reduce that re-requesting.

What should a litigation referral package include?

When should a claim be referred to defense counsel?

What should a claims team ask defense counsel for after a referral?

Does OraClaim choose which defense firm receives a claim?

Improving Handoffs to Defense Counsel?

See how OraClaim helps claims teams prepare files and evidence packets for counsel.

Investors

Backed by

MGV logo

MGV

Maschmeyer Group Ventures (MGV) is a SaaS-focused venture fund with a history of investing in insurtech startups.

Forum Ventures logo

Forum Ventures

Forum Ventures is an accelerator with a history of investing in technology for the insurance and legal sectors.

Newfund Capital logo

Newfund Capital

Newfund Capital is an early-stage VC firm based in Silicon Valley and Paris that finances seed-stage startups.

Meridian logo

Meridian

Meridian Ventures champions visionary founders, investing mainly at the pre-seed and seed stages.

Roo Capital logo

Roo Capital

Roo Capital backs companies in applied AI, vertical software, healthcare and cybersecurity, pairing capital with talent and commercial support.

See Counsel Referrals Supported by OraClaim

Book a demo to see how claims teams can prepare a referral file, summaries and evidence packets for defense counsel in OraClaim.

Contact Us Today

Prefer to talk? Call us at (650) 550-2920. You can also send us a quick email at legal@oraclaim.com.