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01Technology for professional partnerships

Leading claims technology for better client onboarding.

CMC gives introducers and professional firms a controlled way to identify, onboard and oversee potential business energy claims, with automation and transparency built into the experience.

Proprietary validationLive operational visibilityCompliance-aware workflows
Client onboarding workspace
LIVE
Document intelligenceKey information captured and checked
READY
Validation signalsProprietary decision support applied
COMPLETE
Governance recordActivity, communications and evidence logged
CURRENT
Partner visibilityLive status and reporting available
CONNECTED
02A stronger operating layer

Built to improve how firms bring claims into the business.

Our technology strengthens the parts of onboarding that most often create delay or uncertainty, while leaving experienced teams in control of review and client care.

01

Intelligent intake

Structured data capture, document intelligence and guided workflows create a cleaner starting point for every case.

02

Faster confidence

Proprietary validation technology surfaces relevant signals early, helping teams prioritise work with greater clarity.

03

Connected delivery

Automation, live integrations and shared reporting keep the case journey coordinated after onboarding.

03Live partner visibility

One view of the client, the case and what happens next.

CMC replaces fragmented updates with a live operating picture. Introducers see progress, records, indicative values and commercial reporting without relying on disconnected email chains.

Operational clarityClear information for operational and commercial teams.
Accountable recordsA visible record of case activity, evidence and communications.
Shared visibilityBetter conversations with clients, panel firms and stakeholders.
Partner dashboard
LIVE
PortfolioStatusReporting
Case
Position
Visibility
Status
CaseCMC-2048
PositionOnboarding
VisibilityDocuments checked
StatusLive
CaseCMC-2047
PositionReview
VisibilityAction recorded
StatusLive
CaseCMC-2046
PositionPanel
VisibilitySolicitor update
StatusLive
CaseCMC-2045
PositionPayment
VisibilityInvoice scheduled
StatusLive
Expected introducer payment reportingUpdated in real time
04Responsible growth

Technology designed around control, transparency and evidence.

CMC workflows support the record-keeping, oversight and data-handling expectations that matter across claims origination and legal delivery.

FCA-AWARE

Controlled customer journeys

Structured onboarding, communications oversight and operational controls.

SRA-AWARE

Accountable legal handoffs

Clear ownership, evidence visibility and solicitor-panel workflows.

ICO-AWARE

Responsible data handling

Data minimisation, access control and auditable handling of client information.

References to regulatory standards describe the design of the workflow. Regulatory status and responsibilities depend on the relevant entity, activity and engagement.

See what CMC could improve inside your onboarding model.

A short, private walkthrough from a photograph of a contract to a qualified case moving through the panel.