Onboarding preview · Synthetic progress
This is the same saved-progress component used in the dashboard. No workspace or client records are created.
A clear next step, every time
From signup to your first letter.
Confirm your email, save your workspace details, then follow the client workflow. Your actual progress is based on saved records.
Your first client workflow
Add your first client
2 of 6 steps complete · Progress comes from saved workspace records.
Continue: Add your first clientView saved steps
- ✓Confirm your email
- ✓Business profile
- ○Add your first client
- ○Import a credit report
- ○Complete a report review
- ○Prepare and approve your first letter
Use a real client and a report you have permission to review. Nothing is mailed automatically.
Your workspace starts empty
Add only clients and reports you are authorized to manage. Sending client invitation emails is optional and requires your explicit selection. Review and approve drafts before taking any mailing action.