Streamline Legal Processes with Precision-Driven Insights

Case Data Entry

Upload documents — AI fills the form automatically

1 Upload Documents ✦ AI

FreshBooks Invoice

📄

FreshBooks Invoice

Select PDF or image

IDIcore Report

🔍

IDIcore Report

Select PDF or image

2 Review & Submit

1 Case Information

Case ID *

Agent Name *

Case Amount ($) *

Holder Name *

Property Type *

2 Client Information

Client Name *

Verified Name (IDIcore)

Phone *(IDIcore)

City

Deceased? *

Last Activity Date

Age (approx)

3 Quality & Notes

Confidence Score — How reliable is IDIcore data?

75 HOT

Agent Notes

⚠️ Submission failed. Please try again.

✅

Case Submitted!

Data sent to the system.
An SMS will be generated and sent automatically.

Case #—

No further action needed.

🔒 Internal use only · TCG DATAE Operations · Denny Borges, P.A.

⚡ How It Works

Complete a case in 3 simple steps

Upload Documents

Upload the FreshBooks invoice and the IDIcore report. AI reads both and fills the form automatically.

Review & Submit

Verify the auto-filled fields, adjust the confidence score, add any notes, then hit Submit.

System Does the Rest

The data goes to the Sheet, the SMS is generated automatically, and RingCentral sends it to the client.

📋 Agent Reminders

🔍 IDIcore first. Always do the skip trace before submitting the case.

📞 Phone format. Enter 10 digits only — no country code, no dashes.

🎯 Confidence score. Only submit cases above 70 — below that the SMS won't send.

⚰️ Deceased cases. Mark "Yes" and the system will send the right SMS to next of kin.

✅ One submit per case. Don't submit the same case twice — check with your supervisor first.

Contact & Support

Phone 1-888-815-7782

Email [email protected]

Web tcgdatae.com