Referral Dashboard
Create unique codes, links, and QR images tied to an account.
Open DashboardCommand center tool • simplified role starting place
Home Command Center
A calmer first workspace that connects starting, saving, resuming, downloading, review queues, assignments, and attorney-engagement readiness without making users hunt through every page.
Preview only: This command center reads browser-local preview records. Production must use secure accounts, encrypted document storage, server-side permissions, audit logs, and real assignment controls.
shortcuts
Drafts, uploads, downloads, finished items, and review add-ons.
Referral and QR tools
Track account-owned referral links alongside saved work and review paths.
Use referral accounts for customers, helpers, community partners, staff, paralegals, and attorney-adjacent review sources without implying legal advice or attorney engagement.
QR Flyer Tools
Print or save simple flyers for phones, desks, events, and helper locations.
Build FlyerReferral Program
Keep customer-facing language clear and compliant.
View Programlaunch operations
Limited-launch shortcuts
Use these tools to support the first real paying users while keeping review, referral, payment, and finalization boundaries clear.