Automated Claims Referral Management Software

OraClaim helps defense lawyers, claims professionals, carriers, TPAs, and self-insured organizations automate the referral-to-resolution workflow with AI-powered claims intelligence. Structure files instantly, surface exposure drivers, align outside counsel, and deliver litigation-ready summaries, timelines, and evaluations faster—so every referred claim moves with more clarity, consistency, and control.

Claims professionals using automated referral management software

Our Automated Claims Referral Management Software Services

AI-powered tools to organize referred claims, assess exposure, align counsel, and improve portfolio decisions.

Claim File Review

Automatically ingest, classify, and summarize medical records, statements, reports, photos, pleadings, and correspondence so referred claims arrive structured, searchable, and ready for defense evaluation.

Case Evaluation

Generate full liability, damages, reserve, settlement, and strategy evaluations in minutes, giving adjusters and defense counsel a clear referral package for review, authority, and next steps.

Exposure Analysis

Monitor developing risk as new records, demands, discovery, reports, and treatment updates enter the file, with alerts for reserve adequacy, damages exposure, causation issues, and settlement value.

Portfolio Management

Unify open and closed claims, reserves, paid losses, defense costs, and exposure analytics into dashboards that help leaders prioritize referrals, track outliers, and improve resolution oversight.

Automated Benchmarking

Benchmark referred claims against historical matters by jurisdiction, venue, counsel, injury type, reserve range, outcomes, and motion practice to support data-driven referral and settlement decisions.

System Integrations

Connect OraClaim with platforms legal and claims teams already use, including Clio, MyCase, Smokeball, PracticePanther, NetDocuments, iManage, Worldox, and Box upon request.

Automated claim referral workflow dashboard

How Automated Claim Referrals Work

Ingest the Complete Claim File

OraClaim pulls medical records, reports, statements, discovery, photographs, correspondence, and prior work product into a closed, access-restricted workspace designed for defense and claims collaboration.

Classify Documents and Extract Facts

Generate Referral-Ready Intelligence

Align Counsel and Claims Teams

Monitor Exposure and Portfolio Trends

The OraClaim Difference

Why Choose OraClaim?

OraClaim is purpose-built for the defense ecosystem, not generic claims intake.

Defense-Built

Designed specifically for defense lawyers, claims professionals, carriers, TPAs, and self-insured organizations.

Faster Review

Cuts claim file review time in half by replacing repetitive manual document review.

Secure Collaboration

Closed, access-restricted workflows help preserve privilege, confidentiality, encryption, authentication, and data protection.

Actionable Intelligence

Turns unstructured claim files into exposure insights, benchmarks, evaluations, and litigation-ready work product.

Meet The OraClaim Team

Built by claims, risk, and security experts.

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 Head of Sales at OraClaim

Andy Anderson

Co-founder & Head of Sales

Andy Anderson is the Co-founder and Head of Sales 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 Head of Sales, 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 is a referral management system?

A referral management system organizes how work is assigned, reviewed, escalated, and tracked between teams. In claims, it can help route claim files to defense counsel, specialists, supervisors, or authority approvers while keeping documents, summaries, timelines, exposure analysis, and status updates in one controlled workflow.

What are the four types of referrals?

How does OraClaim automate claims referral management?

Who is OraClaim built for?

Can OraClaim integrate with our existing systems?

Does OraClaim preserve confidentiality and privilege?

How fast can OraClaim produce claim referral materials?

What results can claims teams expect from OraClaim?

Still Have Claims Workflow Questions?

Talk with OraClaim about your referral and review process.

Industry Memberships

Awards and Recognition

DRI membership logo

DRI Member

Connected to leading defense bar professionals.

FDCC membership logo

FDCC Member

Aligned with defense and corporate counsel networks.

ADC membership logo

ADC Member

Engaged with defense counsel industry communities.

Modernize Your Claims Referral Workflow

Share your current process, claim volume, and systems. OraClaim will help identify where automation can reduce review time, improve referrals, and strengthen claim outcomes.

Contact Us Today

For immediate assistance, feel free to give us a direct call at (650) 550-2920. You can also send us a quick email at legal@oraclaim.com.