Scope (Claims) - Preview

Returns Scope claims server status. V2 launches Q3 2026; until then this surface is Preview/waitlist.

Join the claims waitlist. Captures a firm name and contact for the V2 cohort.

Briefing for the authenticated org's recent matter activity. Cross-vertical read; returns matters bucketed by action_required, awaiting_vendor, scheduled, and recently_completed. Use this at session start to ground your AI on what changed since last view.

Complete activity log for a single scope. Returns the append-only event chain. Useful for compliance review or matter-record export.

Aggregate awarded-bid spend across the carrier org over a date window. Group by vendor, category, matter_type, jurisdiction, or scope.

Per-vendor credential, insurance, BAA, and on-time status across your roster. HIPAA BAA tracking is especially relevant for the claims vertical.

Vendors with expiring or expired credentials (COI, W-9, insurance, BAA). Filtered version of scope_vendor_health.

Search the carrier org's structured conflict-party log across every scope. Use for a prior-representation check before dispatching new work. Filter by party name (case-insensitive substring), optional party_type, and optional lookback window.

Read-only view of the roster auto-routing state machine for one claim/scope. Returns current state, Primary vendor, routing timestamps, time remaining until network fallback, and bid count.

Return distribution stats (min / p25 / median / p75 / p90 / max / mean) on awarded-bid amounts across the platform cohort for a given service category and optional jurisdiction. Privacy gate: cohorts under 10 awarded bids across different buyer orgs return cohort_too_small instead of stats.

List vendor-uploaded deliverables for a scope. Returns each deliverable with type, vendor name, upload date, file size, notes, secure-link URL (works without login), and a short-lived signed download URL (1 hour TTL).

Fetch a single vendor-uploaded deliverable by id. Returns metadata + a short-lived signed download URL.

Search the carrier org's deliverables by free-text query. v1 uses SQL ILIKE on notes + deliverable_type.

Ad-hoc re-send of an existing deliverable to additional recipients across one or more channels (email, cms_clio, cms_mycase, cms_filevine, ai_assistant, calendar). Carrier org members only.