Brelly is a claims management platform that combines document intelligence with AI-powered analysis.

You can organize claim documents, compare estimates, track the claim over time, and use Co-Pilot to help analyze information, draft communications, and move work forward faster.

Brelly is built for public adjusters, contractors, policyholders, and attorneys working insurance property claims.

Brelly has two main layers:

Dashboard is the main place to browse claims across your workspace.

Use it to:

When you open a claim from the Dashboard, you move into that claim's workspace.

Each claim in Brelly has a workspace with these sections in the left sidebar:

Your claim's main home page. It brings together claim details, contacts, financial summary, policy information, and other key claim context in one place.

Where your claim documents live. Upload policies, inspection reports, carrier letters, engineer reports, photos, and other claim documents.

The Files area currently supports PDF, DOC, DOCX, MD, and TXT files. Co-Pilot reads these files to answer questions, generate analysis, and help draft communications.

Your financial command center with six tabs:

When you are ready to share or review estimate data outside Brelly, you can export estimate data as PDF, Excel, or CSV.

Track claim activity over time. Use Timeline to document milestones, claim events, and notes so you keep a chronological record of the claim.

Log and organize communication with adjusters, carriers, contractors, clients, attorneys, and other stakeholders. Co-Pilot can use this history when it helps you analyze the claim or draft a response.

Add context that is not in a document yet, such as phone call summaries, observations, or information from emails and text messages. Co-Pilot reads Notes the same way it reads uploaded files.

Co-Pilot is your AI assistant inside the claim workspace. Use it to ask questions about the claim, generate analysis, draft communications, compare information, and work from the claim context available to you.

Co-Pilot can use uploaded files, notes, conversations, claim details, and other workspace context to give more specific answers. It can also use profile and organization details when they help with drafting style, sender details, and sign-offs.

Co-Pilot adjusts guidance based on your role. For example, contractor guidance should stay focused on construction, scope, estimates, code, manufacturer details, and documentation, while policyholders can ask for plain-language explanations and next questions to consider.

Brelly also includes features that help teams share claim work, try early access tools, and automate repeat tasks.

Claim Sharing lets you invite someone into a specific claim without giving them access to your full team workspace.

Invited users get a simpler Claim Portal focused on the shared claim. They can review the information available to them and ask Co-Pilot questions from their own account. Co-Pilot chats are private to the person who starts them.

Brelly Labs is where early access features can be turned on when they are available for your account. Open your profile menu and select Brelly Labs. For this release, Labs includes early access to Claim Sharing and Automations.

Automations let you schedule Co-Pilot to handle repeat claim work on a claim. You write a prompt for what Co-Pilot should do, and Brelly can notify you when it runs. You can also have Co-Pilot run your standard first steps on each new claim, using the "New claim becomes ready" trigger.

Automations are part of Brelly Labs early access. See the Automations article for what to expect.

One of Brelly's most powerful workflows lives in Financials.

Instead of only uploading an estimate PDF and asking Co-Pilot about it, you can work with estimate data in a structured way:

This gives you a structured view of the gap between what is being requested, what has been approved, and what has been paid.

Co-Pilot is not a generic chatbot. It works from the claim context in your workspace and can help across several parts of the claim:

Best practice: be specific when you ask Co-Pilot for something. Mention the files, estimate sections, categories, or questions you care about so the answer is more useful.