Properties
A property is the foundation where all data is stored.
It is part of the claim-building process and may not represent an active claim yet.
This is where you can manage:
Contacts
Intakes
Contracts
Inspections
Property-related data
Projects
A project is where the actual work happens.
This is where a claim is actively managed and moved through your workflow.
This is where you:
Track progress
Assign team members
Manage tasks and scheduling
Organize documents and communication
Projects allow you to take a claim from start to completion.
Intakes
An intake is the information-gathering stage used to capture potential claim details.
It helps you evaluate an opportunity, referral, or potential claim before work begins.
This includes:
Property information
Insured details
Date and type of loss
Insurance information
Intakes help standardize how information is collected before creating a project.
Contacts
A contact represents a person or company related to a property or project.
There are two types of contacts in Drodat:
People
Individual contacts involved in a claim or project, such as:
Owner
Tenant
Contractor
Insurance Adjuster
Real Estate Agent
Attorney
Vendor
Other custom roles
Companies
Organizations connected to a claim or project, such as:
Insurance Carrier
Law Firm
Mortgage Provider
Vendor
Other custom types
Contacts can be linked to both properties and projects, depending on the workflow.
They help you keep track of everyone involved and ensure communication and relationships are organized in one place.
How They Work Together
You create a Property
You add Contacts
You create an Intake
You create a Project to manage the work
This structure keeps everything organized from claim intake to completion.