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Main focus Help credit repair clients get reviewed, tracked, and finished the right way
Business credit has its own page
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Last checked Loading latest check
Only mark work done when there is a receipt
Open pages

Look Here First

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Can This Be Marked Done?

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62%Can mark done
Client receipt attached2
Lucy or Jay review needed5
Cannot mark done yet4

Personal Credit Clients

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Needs review5
Letters or disputes open2
Closed with receipt2
Business creditOwn page

What Changed

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Decisions Needed

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Info Needed From You

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1 NameClient name for credit repair, or business name for business credit.
2 Where it standsExamples: report uploaded, report in review, letter needs review, letter reviewed, waiting, blocked, done.
3 Lucy or JayChoose who is working on the credit report.
4 Report and letter reviewMake sure the credit report is in the right place and the letter is reviewed.
5 Next stepOne simple action someone can do next.
6 Blocker or receiptA screenshot, note, letter, dispute, or clear reason it cannot move yet.
Add dashboard info

How The Helper Works

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AI Automation prepares the workAutomation prepares, routes, drafts, reminds, and tracks missing receipts.
LJ Lucy or Jay checks itLucy or Jay checks the credit report location and reviews the credit repair letter.
✎ Letters get reviewed hereCredit repair letters must be reviewed before they are treated as ready.
✓ Done needs reviewOnly mark done when Lucy/Jay review is recorded and a blocker or receipt is attached.
AI proof assistant

What Needs Attention Now

Sorted from the tracker, Slack proof labels, and owner watch. This is review guidance only; it does not send, archive, bill, or mark work complete.

Read-only
Needs EOD proof 0 created but not processed
30+ day review 0 reported proof is aging
Label cleanup 0 needs fuller letter detail
Owner watch 0 round two or duplicate
    Personal credit repair focus 4 need receipts
    Lucy or Jay review 5 need a decision
    Letters or disputes 2 letters or disputes
    Closed with proof 2 have receipts
    Jay

    Jay's To Do's

    Dispute professional view. Proof chips separate created dates from reported-sent dates. Red chips mean a proof gap or the latest reported sent date is over 30 days old.

    Back to Today

    Jay - Current Client Work

    This is display-only. Do not mark anyone complete just because they appear here.

    Needs Review: order and assignment proof still need final confirmation.
    Brandon owner view

    Back-to-back letter watch

    These clients appear more than once on the current work lists or have extra-letter work. Verify whether each one is a true next round/additional letter or a duplicate row before anyone treats it as complete.

      Lucy

      Lucy's To Do List

      Supervisor view. This client list stays separate from Jay's dispute work, with room for management notes and review follow-up.

      Back to Today

      Lucy - Current Client Work

      This is display-only. Lucy's separate notes stay below the active client list.

      Needs Review: order and assignment proof still need final confirmation.
      Credit repair work

      Personal Credit Repair Work

      Handle one client at a time: what was done, who owns it, what receipt is missing, and what happens next.

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      Helper

      Helper Fix List

      Write down what the helper got wrong and what it should do next time.

      Business credit page

      Business Credit

      Business credit belongs on this page. The first screen should stay focused on personal credit repair until you tell the dashboard to switch priorities.

      Personal Clients

      Personal Credit Repair Client Pipeline

      Receipts

      Missing Receipts and Safety Checks

      Team

      Who Needs To Decide

      Messages

      Client Messages

      Add Info

      Add Simple Dashboard Info

      Use this when you want the dashboard to understand a client, a business-credit task, or a blocker. Keep each answer short and plain.

      LOGIC

      Dispute Letter Training

      Fix Orders

      Fix Safe Dashboard Items First

      Activity

      What Changed Recently