Every document you upload becomes part of your claim workspace. Co-Pilot reads these files to answer questions, generate reports, and draft communications. The more complete your file is, the better Co-Pilot can help.

There are two places to upload in Brelly, depending on what you are working with:

If you are uploading an estimate, use the Financials path. For everything else, use Files.

Files section: PDF, DOC, DOCX, MD, and TXT

If you have content in another format such as emails, text messages, screenshots, or spreadsheets, you can still convert it to PDF or paste the important context into Notes when that works better for your workflow.

Estimate imports (Financials > Estimates): PDF only

Estimate PDFs, and contractor scope PDFs all work. The estimate must be a PDF for Brelly's extraction engine to read the line items. Xactimate estimate exports must be in PDF format.

Your documents are processed and available to Co-Pilot within seconds.

On mobile: You can capture photos directly from your camera or select images from your photo library.

Add from Library: If you have previously uploaded a file to your organization, you can reuse it without uploading it again.

Folders keep your workspace clean and help Co-Pilot understand what each document is.

Common folders for insurance claims:

You can create, rename, or reorganize folders at any time.

Naming your files clearly matters. Co-Pilot references files by name. Instead of scan_001.pdf, use names like:

You can also rename files later from your Library or from the claim's Files view if you want clearer names for Co-Pilot references.

When you upload an estimate through Financials, Brelly reads the document and extracts line items such as descriptions, quantities, unit costs, totals, and categories. This powers the Reconcile tab for side-by-side comparison.

Brelly starts extracting line items immediately. This usually takes 1 to 5 minutes depending on the size of the estimate. You can move to other parts of the claim while extraction runs as long as Brelly stays open in your browser.

After extraction completes, verify the results. AI extraction is accurate on most estimates, but complex PDFs can still cause errors.

Quick verification:

Common extraction issues to look for:

Unverified items are marked with an orange tag so they are easy to spot. Click a line item to edit its description, quantity, cost, or category assignment. You can also bulk-approve items with the checkbox and action bar.

Rule of thumb: if the extracted grand total is within a few dollars of your document total, the extraction is usually solid. If it is off by more than that, check categories one by one because the difference is often concentrated in one or two sections.

Notes let you add information that does not exist in a file yet, such as email excerpts, text messages, phone call summaries, observations, or anything else you want Co-Pilot to know about.

Inside your claim, open Notes and create a new note. Paste or type the context that matters.

Co-Pilot reads Notes the same way it reads uploaded documents. This is useful for:

You can also add context through Conversations if you want to log communication history separately.

Upload new documents whenever you receive:

Co-Pilot incorporates new information immediately. If you already ran an analysis or report, you can ask Co-Pilot to update it with the new documents.

If Automations are available for your account, keeping documents and notes current helps scheduled Co-Pilot tasks produce better drafts and checks.

For example, an automation that drafts a weekly update will work better when the claim has recent notes, uploaded correspondence, and the latest estimate information.

Automations are early access. Review any draft before sending it outside Brelly.

Once your documents and notes are in place, Co-Pilot can do real work with them. Be specific about what you need and reference your files by name.

Strong prompts for document analysis:

Prompts to avoid because they are too vague:

Organized documents and clear notes improve your strategy reports, rebuttals, and supplement letters. Upload carrier correspondence as soon as you receive it so Co-Pilot can work from the current file.

Keep your documentation clean for UPPA compliance. Upload your scope, the carrier's estimate, and inspection photos. Use Co-Pilot to help identify estimate discrepancies without drifting into coverage arguments.

Upload everything you receive from the insurance company, even if you do not fully understand it yet. Co-Pilot can explain what a document means and help you think through next steps.

Clean, organized claim files strengthen exhibits and demand preparation. Use Notes to add legal context that helps Co-Pilot with analysis and draft support.

You can always: