Trust, Privacy & Platform Standards

Trust built into every workspace and professional connection.

See how ClaimVia.net approaches private records, professional review, role-based access, reporting and responsible AI-assisted workflow support.

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This page describes the controls and practices ClaimVia.net currently intends to operate. It is not a security certification, compliance attestation or independent audit, and ClaimVia.net does not claim SOC 2, HIPAA compliance, complete credential verification or guaranteed professional quality.

What each status actually means

These five terms are distinct. One does not imply another.

Reviewed professional profile
ClaimVia.net staff reviewed the submitted application and profile information. Not a quality, performance or outcome guarantee.
Verified license or jurisdiction
A specific license, bar admission or jurisdiction was separately checked at a point in time. Coverage varies by professional and state, and status can change after review.
Marketplace approval
A staff decision that a reviewed profile may be shown in the marketplace. Approval can be suspended while a concern is reviewed.
Public visibility
What any visitor can see: approved public profile fields only. Credential documents and internal review notes are never published.
Private workspace access
Access inside a specific Recovery Workspace, granted by the property owner and limited to the records they share. It can be withdrawn.

C-Via — AI safeguards

  • C-Via — Your ClaimVia.net AI Recovery Guide — helps locate, summarize and organize information inside a workspace.
  • C-Via does not determine coverage, interpret legal rights, price work or replace review by a qualified professional.
  • C-Via works from the records in the workspace where it is used; it does not publish workspace content publicly.
  • Assisted features can be limited or turned off by ClaimVia.net, and outputs are presented as organization — never as a decision.
  • Anything C-Via surfaces about coverage, obligations or rights should be reviewed with a qualified professional before you act on it.

How professional credentials are reviewed

  • Every professional and attorney must submit an application before they can appear in the ClaimVia.net directory.
  • Applicants provide profile details, service categories, states served, and — where applicable — license numbers, bar admissions, NPN numbers, business details, and insurance or bonding information.
  • ClaimVia.net staff review the submitted information and supporting documents before directory visibility is enabled. Visibility is staff-controlled: a professional cannot approve or list themselves.
  • Professionals may be asked to update credentials or documents over time, and visibility can be suspended if information becomes outdated.

What a ClaimVia.net verification badge means

  • A verification badge means ClaimVia.net reviewed the credential information the professional submitted and enabled directory visibility after that review.
  • It reflects an internal document and profile review at a point in time.
  • A license-verified badge names a jurisdiction only when that jurisdiction comes from verified licensing information. "States served" describes where a professional offers services and never produces a license-verified jurisdiction on its own.

What the verification badge does not guarantee

  • It is not a guarantee of work quality, performance, pricing, responsiveness, or results.
  • It is not a background check, a bonding or insurance guarantee, or a continuous confirmation of license status.
  • It is not an endorsement, recommendation, or referral, and it does not guarantee coverage, payment, settlement, or any claim outcome.
  • Property owners should independently confirm licensing, agreements, and credentials before hiring any professional.

How to report misconduct

  • Signed-in users can report a user or professional from the relevant profile or workspace, which sends the report to the ClaimVia.net moderation queue.
  • Anyone can also email connect@claimvia.net with the details. Include names, dates, and any documents that help explain the concern.
  • Reports are reviewed by staff. Directory visibility can be suspended while a report is being reviewed.

How complaints and disputes are submitted

  • Concerns about scope or fees on an engagement can be raised from the engagement workspace, which opens a structured dispute record.
  • Both parties can submit their own statement, supporting documents, and proposed resolution. Neither party can edit the other's submission.
  • ClaimVia.net moderation staff review the record. ClaimVia.net does not guarantee a dispute outcome and is not a party to agreements between clients and professionals.

How account access is controlled

  • ClaimVia uses authentication and role-based access controls intended to limit private pages and records according to account role and workspace participation.
  • Roles — property owner, professional, attorney, moderator, administrator, managing partner — are used to determine which pages and records a signed-in user is intended to reach.
  • Record-level access rules are configured with the intent that each account reaches its own records, with staff access limited to the roles that require it.
  • Selected administrative actions on user accounts are written to an internal audit log. Audit coverage is not represented as complete for every administrative action.
  • If you believe you were able to reach a record you should not have, email connect@claimvia.net so we can investigate.

How sensitive documents are handled

  • Documents you upload are stored in your private workspace and are not intended to be published to the public directory or shown on public pages.
  • Professionals are intended to see only the request context you choose to share; documents are shared with a professional when you share them.
  • Credential documents submitted by professionals are used for internal review and are not published.
  • E-signature requests are processed through DocuSign, which maintains its own audit trail for each envelope.

Your data: access, correction, export, and deletion

  • You can view and correct most of your profile and workspace information directly in your account settings.
  • You can delete your own account from your settings. Deletion is intended to remove your access and to de-identify records associated with your account; we do not represent that every associated record across every feature has been confirmed de-identified.
  • To request a copy of your data, a correction you cannot make yourself, or confirmation of what was removed for your account, email connect@claimvia.net with the email address on your account.
  • We generally aim to respond to data requests within two business days, and we will tell you if a request needs more time or more information.

What ClaimVia.net does and does not provide

  • ClaimVia.net provides workspace and coordination software: loss intake, records organization, professional search, proposals, messaging, scheduling, tasks, and engagement tracking.
  • ClaimVia.net is a technology platform. It is not an insurance company or carrier, not a law firm, not a public adjusting firm, and not a contractor or restoration company.
  • ClaimVia.net does not provide legal, insurance, public adjusting, engineering, tax, or financial advice, and does not represent you with your insurance carrier.
  • ClaimVia.net does not hold funds or act as escrow. Professional fees are agreed directly between you and the professional under a separate agreement.
  • ClaimVia.net charges fixed professional membership subscription fees only. ClaimVia does not charge a percentage-based platform fee on transactions and does not receive any percentage of insurance proceeds, claim settlements, professional service fees, legal fees, judgments, awards, or recoveries. Every membership plan — Free, Pro, Elite, Attorney and Founder Member — has a 0% platform fee.
  • Professional fees are established under a separate agreement between the user and the professional. ClaimVia.net is not automatically a party to that professional-service agreement, and membership fees do not guarantee leads, engagements, revenue, assignments, or outcomes.
  • Where payment processing is offered, the payment processor may charge its own processing fees. Payment processor charges are not ClaimVia platform fees, and ClaimVia receives no percentage of a processed professional-service payment.
  • All professionals are independently licensed where applicable and solely responsible for their own services, licensing, and compliance.

Contacting support and privacy

  • Support and privacy requests: connect@claimvia.net
  • Support is monitored Monday through Friday during U.S. business hours. Response goals — not guaranteed staffing commitments — are published on the Support page.
  • For life-safety emergencies, call 911 immediately. ClaimVia.net is not an emergency service.

Platform Disclaimer: ClaimVia.net is a property-loss recovery workspace and coordination platform. It is not an insurer, law firm, public adjusting firm, contractor, or claim representative, and it does not guarantee coverage, payment, settlement, recovery amount, professional availability, or any outcome. Professional and legal services require separate agreements with qualified licensed providers where applicable.