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Sample workspace

Welcome back, Demo team.

Your clients, disputes, and next steps — in one workspace.

Your first client workflow

Import a credit report

3 of 6 steps complete · Progress comes from saved workspace records.

Continue: Import a credit report
View saved steps
  1. ✓Confirm your email
  2. ✓Business profile
  3. ✓Add your first client
  4. ○Import a credit report
  5. ○Complete a report review
  6. ○Prepare and approve your first letter

Use a real client and a report you have permission to review. Nothing is mailed automatically.

Needs your attention

Open a queue to review the exact client, letter, or follow-up. Response dates are recorded dates, not legal deadline advice.

1Missing documents
1Findings awaiting review
1Letters awaiting approval
0Response dates within 7 days

No work waiting in this queue.

0Overdue follow-ups

No work waiting in this queue.

0USPS delivery issues

No work waiting in this queue.

Leads

1

View records →

Active clients

1

View records →

Active affiliates

0

View records →

Upcoming tasks

0

View records →

Overdue tasks

0

View records →

Dispute mail tracker

View all mailings →

Preparing0

No letters here.

Label ready0

No letters here.

In transit0

No letters here.

Delivered0

No letters here.

Status comes from your saved letters and USPS tracking. Refresh mailings to check for new events.

Client growth

New roster records created per UTC day, including leads. Active clients are enrolled, active, or on hold.

2 new records in this period.

View chart data
New roster records per day
UTC dateNew records
2026-09-130
2026-09-140
2026-09-150
2026-09-160
2026-09-170
2026-09-180
2026-09-190
2026-09-200
2026-09-210
2026-09-220
2026-09-230
2026-09-240
2026-09-250
2026-09-260
2026-09-270
2026-09-280
2026-09-290
2026-09-300
2026-10-010
2026-10-020
2026-10-030
2026-10-040
2026-10-050
2026-10-060
2026-10-070
2026-10-080
2026-10-090
2026-10-101
2026-10-111
2026-10-120

Today’s appointments

UTC day; times shown in your browser’s time zone.

No appointments today.

Open schedule →

Upcoming and overdue work

0 overdue tasks →

No upcoming tasks. Add your next follow-up.

Open tasks →

Pending work

Client billing statuses are recorded workflow labels, not confirmed provider invoices.