Legal & Advice

Claim File Extraction Agent

Before anyone can compare the figures, they have already typed them in twice.

Extracts the figures from expert reports and settlement letters and sets them side by side.

Open agent
Public administration

Four processes that take up the most time today

Developed in Germany · Hosted in the EU

Developed in Germany · Hosted in the EU or on-premises

Delivered together with

STACKIT Sovereign hosting in Germany, single-tenant from the first user.
Rödl Legal, tax and compliance expertise for legally sound deployment.
4P Consulting Advisory and implementation for the public sector, starting with the AI readiness assessment.

An expert report with 42 line items is re-entered in full for the comparison.

The expert report arrives as a scan from the assessor; the insurer's settlement letter is a PDF in the inbox. Each lists its line items in its own order and under its own labels. Anyone who wants to set them side by side first builds a spreadsheet and enters every amount by hand, once when the file is opened and a second time when the assessment is due.

42report line itemsThe assessor lists spare parts, labour units and paintwork individually.
31settled linesThe settlement letter has fewer lines and labels them differently.
73amounts typed by handFor the comparison, every amount from both documents is typed into a spreadsheet.
11lines without a matchEleven report items do not appear in the settlement at all and have to be hunted down one by one for the comparison.

The 73 manual entries disappear and the eleven unmatched lines are already flagged in the line item comparison, which cuts data entry by 60% before the case handler looks at the first difference.

The 60% reduction in data entry is this agent's headline figure. The line item counts and manual entries describe a typical property damage case at a law firm; none of it was measured.

Three steps through the process.

The agent extracts the expert report and the settlement once and sets every line item side by side with amount and origin; none of the lines passes judgement on a deduction.

Extract the expert report and the settlement

The agent reads both documents page by page and captures every line item with label, amount and source reference. It flags lines from poor scans rather than guessing the amount.

File SR-2211/26, 42 report line items and 31 settlement lines captured

Match the line items to each other

The agent matches the same services in both documents, even where they are labelled differently. Lines without a match stay as separate lines.

Line item comparison with 31 pairs and 11 lines without a match

File the line item comparison in the case file

The agent files the table with amount, origin and page reference in the case file. The differences are then assessed on that basis.

positionsspiegel_sr-2211-26.xlsx, 42 lines with page reference

What the agent does not do.

It does not assess the differences.

It sets them side by side with amount and source reference. The claims case handler decides whether a deduction is accepted or challenged.

It does not correct any amount in the expert report.

If it cannot read a line in the scan reliably, it flags it in the line item comparison with page and excerpt. The secretariat re-enters it.

It does not capture handwritten notes in the margins of the report.

The note “blending disputed” next to item 27 is not in the line item comparison. Anyone who needs it will find it in the scan on page 6.

Connected systems

  • Practice management software
  • document management
  • scanned mail inbox

Operations

  • Deployment modelEU cloud, private cloud or on-premises
  • Data processingGDPR-compliant, no model training on your data
  • Responsible teamsLaw firms, claims case handlers

The questions that come up before the first meeting.

How quickly is the Claim File Extraction Agent ready to use?

A pilot typically runs on your own data within 4 to 6 weeks. The agent connects to your existing systems rather than running as a separate, parallel environment.

Where is the data processed?

EU cloud, private cloud or on-premises. Processing is GDPR-compliant and models are never trained on your data. Details in the Trust Center.

Where does the figure “60% less data entry” come from?

It is based on experience from comparable projects and process benchmarks, not a commitment. We work out the realistic effect for your organisation during the assessment before the pilot.

Related agents.

Intake review, case 2026/04711

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