| Date | Provider | Type | Amount | Concern | Notes |
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| Date | Creditor | Amount | Type | Status |
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| Provider | Period | Status | Legal Reference |
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| Date | Type | Amount | Plaintiff | Status |
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Proposal Generator
Paste a consultation transcript to extract client data, score the opportunity, review pricing, and generate a tailored proposal.
The AI is reading the transcript, identifying client details, debts, assets, and scoring the opportunity using the DAPPER framework. This usually takes 15-30 seconds.
Review and adjust the recommended products and pricing below. Click the pencil icon to edit a fee, or the X to remove an item. Changes will flow directly into the generated proposal.
Generating a compliant, tailored proposal with your confirmed products and pricing...
Pipeline
SBR deal pipeline
Proposal History
All generated proposals across your pipeline
Add Call Transcript
Upload Documents
Add Note
Dismiss Viability Flag
Brain 1 flagged this deal. If you have information the system doesn't, you can dismiss this flag. Your reason will be logged.
New Client
Enter client details for manual deal import
Upload any files you have for this client. You can also upload documents later from the workspace.
Create Finance Deal
Set up document collection for a finance application
Review the documents the client will be asked to upload. Untick any that don't apply to this client. You can also add custom items.
Confirm the client's contact details and send the upload portal link.