Workspaces
Identify the client, create the customer profile and run the pre-validation checks.
Track validation, order services, complete intake and follow every filing.
Work the lead pipeline, quote from live pricing and convert to orders.
Run the case queue, review documents, generate filings and close cases.
Watch SLA health, rebalance workload and clear escalations.
Approve fees, issue invoices, record payments, credit notes and revenue.
Validate documents, request information and clear applications for Registrar filing.
Final decision gate, customer journey oversight, products, templates and users.
Demo mode — resets every customer, lead, case, invoice and notification.
FSA complianceFSA complianceFSA compliance