This section of the Evolution Global Help Center covers everything you need to work with FileTrac — from creating claims and managing billing to configuring your system settings and integrating with third-party tools. Whether you are an adjuster handling daily claim work, an administrator setting up your organization, or a client user checking on claim progress, you will find step-by-step guidance here.

FileTrac is one of the four core products in the Evolution Global ecosystem, alongside Conversation Insurance, ELIAS AI (formerly known as EVO-X), and AdjusterIQ. For an overview of all products, see the Evolution Global Help Center landing page.

You may see references to both "FileTrac Legacy" and "FileTrac Evolve" throughout this Help Center. Here is how they relate to each other.

FileTrac Evolve (1) is the modern platform you sign in to at evolve.evolution.global. It provides the Dashboard — your central hub for accessing all Evolution Global products and tools. From the Dashboard, you can customize your organization's branding, manage quick links, send alerts, and connect to Conversation Insurance, ELIAS AI, AdjusterIQ, and other platform features.

FileTrac Legacy (2) is the full-featured claims management system where the core operational work happens — creating claims, managing assignments, billing, reporting, configuring companies and settings, and more. You access FileTrac Legacy by clicking the FileTrac Legacy tile on your Evolve Dashboard.

In practice, most users move between Evolve and Legacy throughout their workday. The Evolve Dashboard is your starting point and organizational layer; FileTrac Legacy is where the detailed claims work gets done.

The FileTrac documentation is organized into the following areas:

Getting Started — registration, login, Dashboard setup, role-specific introductions for adjusters and administrators, and foundational guides for new users.

Features — detailed articles on FileTrac Legacy's core features including the New Claim form, Manage Claims workspace, Billing, Reports, Personnel Manager, Companies, Settings, and more. See the FileTrac Navigation Overview for a guided tour of all eleven primary sections.

Workflows — end-to-end process guides covering common workflows like claim creation through payment, the billing lifecycle, document management, and the review process.

Users and Profiles — user role definitions, access control, profile settings, and notification preferences.

Integrations — setup and usage guides for third-party integrations including QuickBooks, TORRENT, XactAnalysis, Symbility, and more.

Troubleshooting — common issues and their resolutions, including login errors, browser compatibility, and data import problems.

Product Updates — release notes and feature announcements.

If you are new to FileTrac, start here based on your role:

Adjusters: Begin with Introduction to FileTrac for Adjusters, then review Alerts and Reminders for Adjusters and Manage Claims for Adjusters.

Administrators: Start with Quick Guide to Setting Up Your FileTrac System, then explore the Settings, Companies, and Personnel Manager sections.

All Users: Review FileTrac Evolve Registration and Login Process to get signed in, and see the Dashboard article to understand your Evolve home screen.

If you cannot find what you need in this Help Center, our support team is here to help. You can reach us at support@evolution.global. Our team responds within one business day.

You can also use the chat widget in the bottom-right corner of this Help Center to start a conversation with our support team directly.