Why advisors choose ClaimFlow
Spend less time chasing evidence and more time adding strategic value.
Client folders
Each client gets a dedicated workspace. Evidence flows in automatically via email, GitHub sync, or direct upload. No more chasing documents.
Advisor dashboard
Manage all your clients from one place. Track documentation progress, review AI classifications, and export claim packs when ready.
Audit-ready exports
Generate structured claim packs with sources, timestamps, and classifications. Everything your clients need for submission or ATO review.
Your brand, our technology
Offer ClaimFlow to your clients under your own brand. We handle the infrastructure, AI, and compliance — you deliver the value and maintain your client relationships.
- Custom branding & domain
- Your logo on exports
- Direct client onboarding
- Dedicated support
Flexible pricing for advisors
Choose the model that works for your practice.
Volume pricing
For firms with multiple clients
Per-client pricing with volume discounts
- Tiered pricing structure
- Unlimited team members
- Priority support
- Quarterly reviews
Revenue share
Align incentives, share success
Of your fee on ClaimFlow-supported claims
- No upfront costs
- Pay only on success
- Full platform access
- Whitelabel included
Full whitelabel
Your brand, complete control
Annual licensing + revenue share
- Custom domain & branding
- API access
- Dedicated success manager
- Custom integrations
Let's talk
Whether you're exploring a partnership or ready to get started, we'd love to hear from you.
Contact partnershipsOr email us directly at partners@getclaimflow.com