Built for claims service providers

The operating system for assessment, valuation & investigation firms.

Pivot runs your full lifecycle, from instruction intake and field work to report authoring, client delivery and billing, as one connected workspace instead of a pile of spreadsheets, email threads and Word templates.

Book a demo See the platform

6report types, one workspace

Privateyour firm's data, kept separate

Secureevery action tracked and controlled

app.pivotplatform.io/dashboard

Pivot operational dashboard showing report status, revenue and turnaround analytics

Live dashboard: status, turnaround and revenue at a glance

The platform

Every stage of the claim, in one place

From the moment an instruction lands to the moment the invoice is settled, it stays one record with one audit trail, and nothing gets re-typed.

Motor Assessment

Damage assessment, parts & labour costing, authority workflow and repairer coordination in a single guided flow.

Valuation

Vehicle and machinery valuation reports with consistent methodology and client-branded output.

Investigation

Motor, burglary, WIBA, public liability and tracing cases, with statements, scene reconstruction and findings structured end to end.

Technical Reports

Collision opinions and technical findings with the same document engine and revision control as every other report type.

Re-inspection & Supplementary

Post-repair checks and additional-damage reports linked back to the original assessment, never a disconnected new file.

Billing & Client Portal

Proforma-to-invoice flow, ageing and collections, plus a branded portal where clients track their own instructions.

Investigation, done properly

Two features that change how an investigation report gets built

Investigation firms live and die by the quality of a scene reconstruction and the completeness of a narrative. Pivot was built around both.

Scene Sketch Editor

Reconstruct the scene properly, not with clip art and a ruler.

Most investigation reports still carry a hand-drawn or clip-art scene sketch dropped into a page. Pivot's sketch editor is a real diagramming canvas. Drag vehicles, road furniture, impact markers and measurements into place, and the scene is stored as structured data, not a flat image.

Vehicle, road, building, impact and measurement symbol libraries, correctly oriented automatically
Multiple scenes per case, each fully editable later, so nothing is ever a flattened dead end
Generates its own landscape-orientation PDF annexure, sized and captioned for the final report

Scene Sketches

Pivot scene sketch editor showing a reconstructed accident scene with vehicle and road symbols

Document Autosave

Never lose a paragraph of a report again.

Long-form narrative sections autosave quietly in the background as an investigator writes. No save button to remember, no dialog boxes, and no risk of losing an afternoon's work to a closed tab or a dead connection.

Saves on a short idle pause, with a hard ceiling so continuous typing is never left unsaved for long
A quiet timestamp that glows briefly on a successful save, informative and never nagging
Flushes on tab close and page navigation, so the very last keystrokes are never the ones that get lost

Investigation report

Pivot report editor showing the quiet autosave indicator confirming a saved narrative section

How it runs

From instruction to invoice, without leaving the platform

Instruction lands

An instruction is captured against a client, vehicle or subject and routed to the right report type and assignee.

Report is built

Field capture, scene reconstruction, photos and narrative sections come together in one tabbed workspace, autosaving as you go.

Delivered & billed

The report is finalised, sent to the client through the portal, and the invoice follows the same serial straight through to collection.

Peace of mind

Built to protect your firm and your clients

Your data, kept private

Your firm's information is completely separate from every other firm on Pivot. Nothing is ever shared or mixed up.

Secure logins

Staff sign in safely, the same way banking and government portals do, with nothing risky stored in the browser.

You decide who sees what

Give each staff member exactly the access they need to do their job, and nothing more.

A complete history

Every change, revision and status update is recorded automatically, so you always know what happened and when.

See it running on a real case, not a slide deck.

Tell us about your firm and we'll set up a walkthrough tailored to the report types you actually handle.