For legal expenses insurers
Every legal claim tracked,from notification to closure.
A legal expenses insurer receives a large number of claims, qualifies them, decides on cover, handles some in-house and passes others to external lawyers. Ulpian brings these steps into one file: the claim arrives qualified, deadlines are tracked, every external mandate has its budget, and every decision stays on record.
What you will see in Ulpian
Fictitious matter, sample data.
A deadline found, then confirmed
The letter arrives, Ulpian proposes the due date under the recorded rule, and the lawyer confirms it. Drag the date of the letter.
Indicative calculation: every legal deadline is confirmed by the lawyer before it enters the calendar.
What weighs on a legal expenses team
Volume rises, every file has its deadlines, and external costs are often discovered too late.
- 01
Many claims
Requests by phone, email and form, to be sorted before the insured can get an answer.
- 02
Deadlines already running
When the insured reports a dispute, an appeal or limitation period has often been running for weeks.
- 03
External lawyers that are hard to keep track of
Instructions sent by email, fee notes received at the end of the mandate, and no view of budgets per file.
- 04
Reporting rebuilt by hand
Volumes, handling times and costs per area pulled from several tools for every report.
What Ulpian provides
Modules available today, configured for the path of a legal claim.
A claims desk
One sentence or a form is enough: the claim arrives qualified, with its urgency, parties and area.
The claim file
Parties, documents, deadlines, notes and log in one place, with conflict checks across all parties.
External mandates
Instructions, budgets and spend per firm and per file: spend is visible during the mandate, not at the end.
Deadlines found and confirmed
Deadlines found in documents and mail are proposed, then confirmed by the lawyer before entering the calendar.
Drafting and research
Letters and opinions prepared from your templates, and research in public legislation and case law, with verified citations.
Indicators for management
Volumes, response times and external spend, calculated from the actual work.
A claim, from notification to closure
- Step 0101
Notification
The insured describes the dispute; the claim arrives qualified, with its documents.
- Step 0202
Cover analysis
The AI prepares a summary of the facts and documents; the cover decision remains the lawyer's.
- Step 0303
Handling or mandate
The file is handled in-house, or passed to an external lawyer with instructions and a budget.
- Step 0404
Follow-up
Deadlines, exchanges, fee notes and budget stay visible in the file.
- Step 0505
Closure
The file closes with its outcome and costs, which feed the indicators.
Policyholders' data protected
Permissions and ethical walls
Each person sees only the files that concern them, and a walled-off file stays invisible, including to the AI.
Audit log
Who viewed, decided and sent what, on which file, with which AI.
AI under your governance
Your own keys or a local model, identifiers pseudonymised before any external call, and no training on your data.
Hosting
Platform hosted in Switzerland by a Swiss provider; a deployment in your own cloud or on your premises with Enterprise, and integration with your claims system on quotation.
Who it is for
- 01
Legal expenses insurers
The legal teams that handle claims and manage the lawyers they mandate.
- 02
Claims departments
Insurers' departments that run a legal expenses line alongside other lines.
- 03
Associations
Associations and organisations that offer legal assistance to their members.
- 04
Panel lawyers
Firms that receive mandates from insurers and must report on their budgets.
Insurers' questions
See pricingIs the cover decision automated?
No. The AI prepares the summary of facts and documents; the cover decision remains the lawyer's, and it is logged.
Can we track external lawyers' fees?
Yes. Instructions, budgets and spend are tracked per firm and per file.
Does Ulpian connect to our claims management system?
With Enterprise, through an API or a dedicated connector, quoted and delivered with its acceptance criteria.
Twenty-five minutes on a typical claim
We walk through a claim from notification to closure, with an external mandate and its budget, directly in the product.