Veterans Benefits Advisory Firm · Denver Metro, CO

Cut veteran intake from 30–45 minutes to 5–10 with online intake, e-signatures and a custom forms app.

The Problem

A veterans benefits firm ran every new disability claim through a paper loop. Veterans, many of them elderly, had to print a packet, fill it out by hand, sign it, scan it and email it back. The advisor then retyped the same details into the CRM and again into eight VA forms, taking 30 to 45 minutes per veteran and creating repeated chances for errors on a federal filing.

The Solution

Replaced the paper loop in three steps: an online intake form that feeds the CRM directly, a single reusable e-signature link that collects every required signature in one packet, and ClaimReady, a custom web app built with Lovable. ClaimReady places each signature on the correct VA form, fills the veteran's identity details from the CRM, and checks for missing signatures and mismatched names. It runs entirely in the advisor's browser, so the forms and veteran data it handles never go to an outside server.