ClaimData

What ClaimData does

ClaimData is a cloud-based legal technology SaaS platform founded in 2023 and headquartered in Portland, Oregon, built to help plaintiff-side attorneys capture contemporaneous evidence of injury and disability. The product combines focused daily or weekly surveys with conditional logic, multimedia journals (text, photo, audio, video) automatically transcribed and summarized by AI, treatment-tracking with appointment reminders, and a gamification engine that drives above 75% daily client engagement. Underlying technology is hosted on AWS with SSL encryption at rest and in transit, redundant access controls, and time-limited expiring URLs for client media; clients access the system through iOS and Android apps, while attorneys use the web-based firm dashboard for caseload-wide compliance monitoring and exports.

The platform serves three target verticals — personal injury law firms, Social Security disability (SSDI) practices, and STD/LTD ERISA disability firms — each with its own landing page and pre-built survey module tailored to the case type (non-economic damages, RFC documentation, and surveillance-defense evidence respectively). ClaimData positions the tool as attorney-client privileged communication rather than a healthcare app, which is integral to its differentiation versus medical-records-centric workflows and wellness-oriented journaling apps. Customer proof points come primarily from small and mid-sized plaintiff firms (e.g., Jenna Lopes, Esq.; Kirsch & Clark, PLLC).

The business model is a self-serve SaaS subscription with freemium onboarding (a free start option backed by a 30-day moneyback guarantee) on the website, supplemented by an enterprise/demo sales motion for larger firms. Marketing is concentrated in content: an editorial blog, SEO-optimized practice-area pages, and a podcast ('The Good Fight') hosted by founder-CEO Jason Heinze that features plaintiff attorneys as guests. Leadership is founder-led with a 1-10 employee headcount and no disclosed institutional funding to date.

Name

ClaimData

Legal name

ClaimData

Website

https://getclaimdata.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

ClaimData is a cloud-based SaaS platform that helps personal injury, Social Security disability, and STD/LTD attorneys capture contemporaneous evidence of client impairments through structured surveys, multimedia journals with AI transcription, and treatment compliance tracking.

Ownership category

akta.pro rank

Product category

Legal Practice Management Software

NAICS

Legal Services (5411), Claims Adjusting (524291)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Personal Injury & Insurance Defense (BPAHAAAM)

akta.pro secondary industries

Claims Administration & Payment Integrity (Medical/Dental/Vision) (HLAEALAD), Payment Integrity, Audit, Appeals & Grievance Support (BPAAAFAJ)

Keywords

• Legal documentation software
• Plaintiff case management
• Disability evidence tools
• Attorney case management
• AI legal transcription

Headquarters

HQ city

Portland

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription: ClaimData operates as a subscription-based SaaS platform for law firms. Attorneys sign up through the platform and pay for access to the client insight and documentation tools. The 'Get started free' and 30-day moneyback guarantee suggest a freemium or trial-first acquisition model with conversion to paid subscription.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

ClaimData is a SaaS client insight platform for personal injury, Social Security disability, and STD/LTD plaintiff law firms that automatically captures contemporaneous evidence of injury impact and functional limitations. It combines daily structured surveys, multimedia (text/photo/audio/video) journals with AI transcription and summarization, treatment compliance tracking, gamified client engagement, and visual reports/exhibits exportable to PDF. Delivered via web dashboard and iOS/Android mobile apps, it enables attorneys to document subjective pain, disability, and loss of quality of life in evidentiary form for demand packages, hearings, mediation, and trial.

Product overview

ClaimData is a unified client insight platform comprising a mobile client app, focused surveys, multimedia journals with AI transcription, reports/exhibits, treatment tracking, gamification/engagement tools, and a firm dashboard. The platform is designed for personal injury, Social Security disability, and STD/LTD attorneys to capture contemporaneous evidence of injury impact and functional limitations. The platform also includes The Good Fight Podcast as an educational/marketing sub-brand featuring interviews with plaintiff lawyers.

Differentiator

Problem solved

Functional benefit

Products and services

• ClaimData Client Insight Platform A unified SaaS client insight platform for personal injury, Social Security disability, and STD/LTD plaintiff law firms that automatically captures contemporaneous evidence of injury impact through structured surveys, multimedia journals, treatment tracking, gamified engagement, and visual reports/exhibits, delivered via a firm web dashboard and iOS/Android client apps on AWS infrastructure.

Quantifiable outcome

• Daily client engagement rates regularly exceed 75%
• +1 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability7 records

Feature7 records

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• SmartAdvocate: Personal injury case management platform used by plaintiff PI firms to manage intake, medical records, case progression, and settlement workflows. Comparable as a PI-focused system, though ClaimData is more narrowly focused on contemporaneous client evidence and multimedia documentation.
• CASEpeer: Practice management and case management software purpose-built for personal injury law firms. Highly comparable because it also serves plaintiff-side PI firms with case organization, demand package, and treatment tracking features that overlap with ClaimData's evidence-capture layer.

Broad incumbents

• MyCase: Legal practice management platform for small and mid-sized law firms. Comparable as a general-purpose management, client communication, and document tool for plaintiff firms, though it lacks ClaimData's specific contemporaneous-evidence and AI multimedia workflows.
• Clio: Leading cloud-based legal practice management suite used across many practice areas. Comparable as a horizontal platform that PI and disability firms use for case management, billing, and client communication, but it does not focus on multimedia evidence capture like ClaimData.
• Smokeball: Cloud legal practice management platform with strong personal injury workflows, including matter management and document automation. Comparable as a broad incumbent that PI firms already use, posing a bundling threat to ClaimData's narrower offering.
• Filevine: Legal case management platform serving personal injury and other litigation practices. Comparable because it offers caseload dashboards, document handling, and integrations that overlap with parts of ClaimData's workflow, but at much broader scope and scale.
• Litify: Legal case management platform built on Salesforce, used by larger plaintiff firms for mass tort and PI practices. Comparable as a more enterprise-oriented alternative for the same customers ClaimData targets, with broader workflow coverage.

Emerging players

• EvenUp: AI-powered personal injury demand letter and case valuation platform for plaintiff firms. Comparable because it also uses AI to help PI attorneys strengthen case presentation and outcomes, and competes for the same plaintiff PI technology budget.
• Neos: Cloud-based case management platform focused on plaintiff personal injury firms, with intake, medical records, and demand package automation. Comparable as a similarly sized, vertically focused competitor pursuing many of the same law firm customers.
• TrialPad: iPad-based trial presentation app used by litigators to organize and display exhibits in court. Comparable as an adjacent litigation tool focused on courtroom presentation of evidence, which overlaps with ClaimData's reports and exhibits use case.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/claimdata

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ClaimData