Sandoval & Pike
sandovalpike.com
Customer since Nov 27, 2023
Marisol Sandoval · marisol@sandovalpike.com
Plan & billing
512,300 of 750,000 pages
Overage pages
Let this firm keep uploading past their allowance and bill the extra pages.
Klip modules
15 of 15 switched on for this organization.
Core
Matters & Files
Create matters, upload case files, organise folders.
Document Ingestion
Page count, OCR, document splitting and metadata extraction.
Search
Full-text and semantic search across a matter.
Tasks & Notes
Assign tasks and keep notes against a matter.
Contacts & Groups
Client, provider and adjuster records shared across matters.
AI agents
Klip Chat
Chat over the case file with page-level citations.
Medical Chronology
Auto-built treatment timeline from medical records.
Deposition Summary
Page-line summaries of deposition transcripts.
Annuity Application
Fills annuity application forms from the case record.
Policy Validator
Checks a policy document against the claim facts.
Integrations
Outlook Email Sync
Two-way mailbox sync through Microsoft Graph.
Gmail Sync
Two-way mailbox sync through the Gmail API.
Google Drive
Pull case files straight from a shared Drive folder.
Advanced
Bulk Export
Export work product as PDF, DOCX, XLSX or CSV.
Audit Log
Who opened, changed or exported what, and when.
Changes apply to every user in this organization. Nothing is saved to a server yet — this build runs on dummy data.