TCG DATAE Operations Center
Quick Access
Quick Access
Active Cases
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✍️ Add New Signing
✏ EDITING CASE
1Case Info
2Notary & Schedule
3Payment & Confirmation
4Documents
📤 Export & View
View Mode
🔍 Search & Filter
🔍
8,798
Total Notaries DB
0
Assigned to Cases
0
Exp. Soon (≤60d)
🤖 Smart Notary Dispatch AI-POWERED Paste case notes → AI builds SMS → Search & send
1Paste FreshBooks Case Notes
🗺️ Database Coverage:
🌴 Florida — 8,798 ⭐ Texas — 547,635 🗽 New York — 236,366 🌊 California — 137,319 + Other states
921,320+ notaries total
🔎 Florida — 8,798 Notaries Enter ZIP or city
🔎 TX · NY · CA · Other States Search Railway DB
👤 Add / Edit Notary
✏ EDITING NOTARY
1Personal Info
2Location
3Commission
4Assignment
🗺 State Distribution
📤 Export / Import
Import Florida Notary .dat files
🔍 Search Notaries
🔍
0
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Avg Score
🧑‍💼 Add / Edit Agent
✏ EDITING AGENT
1Personal Info
2Performance
3Case Stats
4Organization
🔍 Search Agents
🔍
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📊 Log Weekly Cases
⭐ Update Score
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Activity Timeline

Case Data Entry

Upload documents — AI fills the form automatically

1 Upload Documents ✦ AI
📄
FreshBooks Invoice
Select PDF or image
🔍
IDIcore Report
Select PDF or image
2 Review & Submit

+1
+1
+1

75HOT
⚠️ 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

1

Upload Documents

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

2

Review & Submit

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

3

System Does the Rest

Data goes to the Sheet, SMS is generated automatically, 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.

Contact & Support

👥 Manage Agents

📞 1-888-815-7782
Notary Dispatch
First notary to accept gets the case — automatically⚡ 8,343 notaries in DB
📋Case
🔍Search
📲Dispatch
Assigned
AI Case Notes — Auto-Fill
Paste the FreshBooks case notes below and the AI will automatically extract and fill all fields.
Works with any format — FreshBooks notes, emails, or free text.
Fields populated successfully
Could not extract. Please fill fields manually.
📋 Case Information
Case #
Client Name
Claim Amount
$—
Address
City, State
ZIP Code
Searching for notaries...
0
contacted
🏆

Notary accepted the case

Notary details

📧 Email Dispatch Log
📧 Sent via Email·
📊 Today's Stats
0
Assigned Today
8,343
Notaries in DB
47s
Avg. Response
$80
Avg. Fee
📍 Notaries Found
✅ Confirm Assignment
Review the details before confirming this notary.
notary fee
🎉
Case assigned successfully
Notary notified · Documents sent
📧 TCG DATAE — Email Center
✉️ Notary Email Generator
Generate & send case assignment email to notary automatically
📋 Notary Information

📄 Case Notes & Accounts

📧 Email Preview
Subject:
⚡ How It Works
1
Fill Notary Info
Name, email, fee, appointment and location.
2
Paste Case Notes
Copy notes from FreshBooks and list accounts.
3
Preview & Send
AI generates the full HTML email. Review then send.
4
Notary Receives
Full email with docs, videos & USPS label.
⚠️ Agent Reminders
📌 Min fee $80 — never promise less
📌 Include deceased info if applicable
📌 Verify notary email before sending
📌 Only one USPS label per case
📌 Notary must call office before visiting client
📋 Email Includes
✅ Case details & appointment info
✅ Accounts table with totals
✅ Notary commission amount
✅ Mandatory training videos
✅ UPRA, Affirmation & Affidavit guides
✅ Document download buttons
✅ USPS prepaid label instructions
📲 Notary Availability Email
Ask a notary if they're available for a case — includes NCC link
📋 How It Works
1
Enter notary info
Name, email, case details.
2
Email is sent
Notary receives availability request with case details.
3
If available
Notary clicks the NCC link to complete the Code of Conduct form.
📋 Email Includes
✅ Case number, date & location
✅ Notary fee offered
✅ Reply ACCEPT or NO instructions
✅ Direct link to complete the NCC
✅ Office contact info
👤 Send Client Email
Professional HTML email sent directly to the client
⚡ How It Works
1
Enter Client Info
Email, name and phone.
2
Paste Case Notes
AI extracts all info automatically.
3
Preview Email
Review the generated HTML email.
4
Send to Client
One click sends directly to client's inbox.
📋 Email Includes
✅ Case overview & claim status
✅ Unclaimed assets summary
✅ Contingency fee explanation
✅ Scope of services (7 items)
✅ Legal team information
✅ Next steps & appointment info
✅ Confirm receipt button
📄 Generate Postal Letter
Printable letter — download as PDF and mail to client
⚡ How It Works
1
Enter Client Info
Full name and mailing address.
2
Paste Case Notes
AI generates the full letter automatically.
3
Preview Letter
Review the printable letter format.
4
Print & Mail
Download PDF, print and send by mail.
📋 Letter Includes
✅ Official Denny Borges PA letterhead
✅ Unclaimed property identification
✅ Institution names (no amounts)
✅ Contingency fee explanation
✅ Next steps & notary appointment
✅ Cursive signature block
✅ Confidentiality footer
✉️
Generating...
Please wait
0%

⚖️ RFI Legal Engine —
✦ AI POWERED
⚖️

RFI Legal Analysis Engine

Upload the RFI letter + case documents — AI analyzes and generates all response materials

⚠️
📨
RFI Letter
PDF or image from the State
Converting...
📁
Case PDF
AI compresses automatically — all pages analyzed
Compressing pages...
+1
⏱️ ~6 min — 4 AI steps: document audit → legal analysis → client email → legal report
📌 FreshBooks PDF Rule: Always use the Download option in FreshBooks, never "Print to PDF". Print to PDF generates larger files that cause JSON parse errors.
⚖️ Legal Assessment & RFI Summary
Case Number
Client
RFI Deadline
Est. Resolution
Risk Level
Risk Notes
Client Action
📋 RFI Reason
📄 Items Requested by State
⚖️ Attorney's Legal Assessment
🎯 Resolution Strategy
📋 Documents Required to Resolve RFI
DocumentPurposePriority
✉️ Client Email
Subject:
📱 Client SMS
+1

Print this report and save to FreshBooks as the official RFI response documentation.

⚡ How It Works
1
Upload RFI Letter
The letter from the State of Florida.
2
Upload Case Documents
Full case PDF from FreshBooks — Download only, never Print to PDF.
3
Paste Case Notes
Copy all agent notes from FreshBooks.
4
AI Analyzes Everything
Acts as a 50+ year Florida attorney.
5
Send All Materials
Email to client, SMS, and print legal report.
📋 Recent RFIs
Loading history...
⚖️
Analyzing RFI Case
Processing...
0%

Preview

✅ Done!

Distribution

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📊 Case Distribution Report
📊 Business P&L Report
TCG DATAE · Financial Overview
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From: +17869363478
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RingCentral

Phone · SMS · Voicemail

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📋 Quick Reference
Office Line 1-888-815-7782
Luz Herrera Ext. 102
Claims Email [email protected]
Attorney Denny Borges, P.A. · FL Bar #71837
✅ If Client Agrees — Next Steps
1 Confirm full name and current mailing address
2 Run IDIcore Locate Report
3 Search FL Treasure Hunt for additional accounts
4 Schedule notary signing appointment
5 Log every interaction in case notes
📢 Call Script — First Contact

"Hello, may I speak with [Client Name]? This is [Your Name] calling from the Law Office of Denny Borges, P.A. in Miami. We are processing a reimbursement in your name for funds currently held by the State of Florida — Case #[Case Number], totaling $[Amount]. Do you have a moment to speak?"