Use the Calculator tab to get started.
Case Data Entry
Upload documents — AI fills the form automatically
Case Submitted!
Data sent to the system.
An SMS will be generated and sent automatically.
No further action needed.
⚡ How It Works
Complete a case in 3 simple steps
Upload Documents
Upload the FreshBooks invoice and IDIcore report. AI reads both and fills the form automatically.
Review & Submit
Verify the auto-filled fields, adjust the confidence score, add notes, then hit Submit.
System Does the Rest
Data goes to the Sheet, SMS is generated automatically, RingCentral sends it to the client.
📋 Agent Reminders
👥 Manage Agents
Notary accepted the case
Notary details
Name, email, fee, appointment and location.
Copy notes from FreshBooks and list accounts.
AI generates the full HTML email. Review then send.
Full email with docs, videos & USPS label.
📌 Include deceased info if applicable
📌 Verify notary email before sending
📌 Only one USPS label per case
📌 Notary must call office before visiting client
✅ Accounts table with totals
✅ Notary commission amount
✅ Mandatory training videos
✅ UPRA, Affirmation & Affidavit guides
✅ Document download buttons
✅ USPS prepaid label instructions
Name, email, case details.
Notary receives availability request with case details.
Notary clicks the NCC link to complete the Code of Conduct form.
✅ Notary fee offered
✅ Reply ACCEPT or NO instructions
✅ Direct link to complete the NCC
✅ Office contact info
Email, name and phone.
AI extracts all info automatically.
Review the generated HTML email.
One click sends directly to client's inbox.
✅ Unclaimed assets summary
✅ Contingency fee explanation
✅ Scope of services (7 items)
✅ Legal team information
✅ Next steps & appointment info
✅ Confirm receipt button
Full name and mailing address.
AI generates the full letter automatically.
Review the printable letter format.
Download PDF, print and send by mail.
✅ Unclaimed property identification
✅ Institution names (no amounts)
✅ Contingency fee explanation
✅ Next steps & notary appointment
✅ Cursive signature block
✅ Confidentiality footer
| Case # | Client | Risk | Audit | Stage | Deadline | Days | Amount Due | By | Date | Action |
|---|
RFI Legal Analysis Engine
Upload the RFI letter + case documents — AI analyzes and generates all response materials
| Document | Purpose | Priority |
|---|
Print this report and save to FreshBooks as the official RFI response documentation.
The letter from the State of Florida.
Full case PDF from FreshBooks — Download only, never Print to PDF.
Copy all agent notes from FreshBooks.
Acts as a 50+ year Florida attorney.
Email to client, SMS, and print legal report.
Preview
TCG DATAEDistribution
Sign in to access case distribution records.
Use the Calculator tab to get started.
| Date | Case Name | State | Agent | Gross | Agent Comm. | Notary | Net | Status | Actions |
|---|
| Date | Description | Category | Amount |
|---|
RingCentral
Phone · SMS · Voicemail
"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?"