Expert management software

Perito Line is a web platform designed for the complete management of expert appraisal firms. It integrates the administration, coordination, and tracking of claims in a single environment, with full control of files, billing, and performance. It includes a mobile app that streamlines the daily work of experts from anywhere.

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  1. Comprehensive File Management

    Manage claims, assignments, and experts from a single screen. View all file information -claim details, policy, reports, documents, photographs, and billing- with a clear and efficient workflow.

  2. Deadline control and automatic notifications

    Perito Line notifies you of deadlines for preliminary, follow-up, and final reports using a color-coded system. This allows firms to prioritize tasks and ensure compliance with the deadlines set by insurance companies.

  3. Multi-user and access control

    Define different roles and permissions for each user (administration, coordination, experts, or mediators). Manage workload, fees, and settlements with complete transparency and traceability.

  4. Automation and connection with insurance companies

    Automatically import claims from PDF or XML files, with opening robots that reduce errors and speed up data loading. Compatible with multiple companies and adaptable to any expert's office.

  5. Advanced document management

    Organize documents and photos in smart folders. Generate reports with Word templates that automatically integrate text, images, and captions, ensuring professional and consistent documentation.

  6. Automatic billing and financial control

    Issue automatic invoices and fee schedules according to each company's rates. Manage claims collections, payments, and settlements for experts, with automatic reconciliation and export to accounting programs such as Conta Line or A3.

  7. Mobile App for Experts

    Available on Android and iOS, it allows you to manage claims from your mobile device:

    • Automatic photo upload to the case file
    • Voice-dictated notes
    • Maps with GPS
    • Direct calls to those involved
    • Barcode scanning
    • Offline mode with automatic synchronization

  8. Statistics and Performance

    Obtain configurable, real-time statistics on assignments, deadlines, and financial performance. Each expert can compare their results with the firm's average to improve overall productivity.

  9. Soft Line Ecosystem

    Perito Line integrates with Fact Line, Conta Line, and Datos Line, creating a complete digital environment that seamlessly and securely connects expert, accounting, and administrative management.

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