360Claims

Finance & compliance

Billing and Verifactu: comply without splitting your operation.

Turn an unavoidable requirement into an advantage: organize series, documents, collections and settlements inside the same system where you already work the case.

Prudent wording: we talk about operational readiness and workflow connection, not absolute legal guarantees.

A new reality

Compliance, traceability and operational pressure now affect day-to-day work.

For a solo adjuster or a small firm, the problem isn’t just “issuing invoices”: it’s doing it consistently, without duplicating tools and without losing control of the economic cycle.

More requirements, less margin

Series, formats, records and evidence: the real cost is friction and rework — not the final PDF.

The data is scattered

If fees, travel and case status live elsewhere, billing becomes copy-paste — and a source of errors.

Collections and settlements matter

Billing isn’t the end: you need to close the loop (collections, payouts to adjusters, remittances) with order and traceability.

Key commercial idea

If you’re already paying to comply, do it with a platform that also runs your firm.

Solving Verifactu with a standalone tool usually creates a second parallel system. 360Claims turns it into an entry point to organize everything: case, finance and operations.

What we solve (well)

  • Billing connected to fees, travel and the case.
  • Structure to work with series and documents consistently.
  • Financial traceability designed for operations (not just issuance).

What we avoid (on purpose)

  • A legal-heavy narrative that doesn’t help you decide.
  • A “billing app” disconnected from real case work.
  • Absolute compliance promises without context.

How 360Claims approaches it

Billing and compliance as part of the operating system.

In 360Claims, finance isn’t a standalone module: it’s connected to the firm’s reality to reduce friction and increase control.

Issuance and series, with criteria

Structure to issue invoices with consistent data and series — connected to what already exists in the case.

Documentation and traceability

Document control and event tracking across the economic cycle: what was issued, when, why and with what backing.

Ready for Verifactu-like flows

An operations-first approach: prepare the flow for compliance/communication scenarios without turning the site into a regulatory textbook.

Also connects with

  • Fiscal/document handling supported by digital certificate (depending on scenario).
  • Collections and financial follow-up (not just issuance).
  • Settlements to adjusters and closing the operational cycle.

Case → finance

From the case to the invoice — and from the invoice to collection and settlement.

The real advantage shows up when you don’t have to rebuild context every time it’s time to invoice or settle.

1) Case and services

Work, milestones, fees and concepts tied to the real case.

2) Invoice and document

Issuance with documentary consistency and a structure ready for compliance scenarios.

3) Collection and settlement

Follow-up, collection status and settlements with traceability and control.

Outcome

Fewer tools, fewer duplicates — and an economic cycle that doesn’t break operations.

Especially strong for small teams

For solo adjusters and small firms: solve compliance without multiplying systems.

When the team is small, every extra tool shows. If you’re investing for compliance anyway, make it also leave the firm more organized.

Tool reduction

One platform

Avoid a billing tool separated from the case. Fewer licenses, fewer integrations, less friction.

Control

Fewer errors, more consistency

Connected data reduces copy-paste and improves consistency across concepts, amounts and documentation.

Closure

Collections and settlements, in order

Don’t stop at issuance: close the economic loop with follow-up and settlements without chaos.

Credibility

Operational peace of mind: control, traceability and supervision.

A serious system reduces uncertainty: roles, records, documentary consistency and finance connected to real work.

Traceability

Events and documents associated with the economic cycle for clarity and evidence.

Roles and supervision

Built for firms: who issues, who reviews, what gets approved and when.

Ready to scale

Useful for solo operations today, and ready for multi-adjuster teams with more complex settlements.

Note: compliance depends on the specific scenario and its configuration. This content describes an operational readiness and integration approach; it is not legal advice.