Engagements assigned to you. Advance each one when your work on that stage is complete.
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🖐 FDLE Vendor Queue
FDLE Live Scan enrollments pending or submitted for vendor handoff. Mark each as Submitted once sent, or Completed once the vendor confirms.
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💊 Drug Screening Vendor Queue
Drug screening intakes pending or submitted for MRO/lab vendor handoff. Mark each as Submitted once sent, or Completed once the vendor confirms.
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Manual staff records
Staff enter these records manually. This app does not run Florida criminal-record, OFAC, or sex-offender searches, and a recorded result does not establish that a source search was complete.
Start a manual screening case
Manual Screening Cases
Subject
Case ID
Client
Date of Birth
Checks Recorded
Created
Created By
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Form Templates
Template Name
Type
Fields
Active
Document Templates
QC Checklist Management
These checklist items appear on every engagement's Review Desk. Changes apply to all future sign-offs.
Items marked with a tier requirement are only signable by staff at or above that tier.
Service Catalog
Category
Name
Price
Active
Order
No staff members match your filters.
Email Templates
Template Name
Subject
System Settings
Audit Log
Timestamp
Entity
ID
Action
Actor
Details
Active Engagements
—
in pipeline
Avg Turnaround
—
days to report
This Month Revenue
—
from invoices
Form Completion
—
candidates submitted
Monthly Volume (last 6 months)
Monthly Revenue (last 6 months)
Pipeline by Stage
Stage
Count
Share
Researcher Workload
Name
Role
Active
Billing Overview
Outstanding
—
Overdue
—
Collected This Month
—
Avg Days to Pay
—
Candidate Form Pipeline
Issued
—
Submitted
—
Pending
—
Expired
—
Webhook Delivery Monitor
Recent deliveries per registered client endpoint. Click a row to see payload detail and re-trigger.
Client
URL
Event
Active
Last Attempt
Last Status
Failures (24h)
Webhook Deliveries
Filter:
Timestamp
Status
HTTP
Payload
Response
Outreach Template Library
Prospect Records
Outreach Activity Log
Engagement
Overview
📋 Scope
📝 Agreement
👤 Candidate Data
Methodology
Findings
📋 Records
🏠 Family Inventory
🧪 Drug Screening Enrollment
🖐 FDLE Live Scan
📊 Reports
🔬 Review Desk
🔍 Comparison
Invoices
🔒 FCRA Docs
⚠️ Adverse Action
Notes
👥 Team
📎 Documents
🏥 Industry Verif.
🔎 Verification Log
📋 Activity
Actions
New Engagement
New Client
ℹ️ This client will be set up for individual screening services.
ℹ️ This client is on the Family Legacy Audit track. The public notify-me page is at /family-legacy-audit.
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Primary Contact
Billing Contact
Family Profile
Consultation
Select a consultation type to send a branded payment email to the client. Selecting a paid option immediately sends the email and advances the client to New status.
Client Onboarding
When checked, automatically sends the onboarding packet email to the client. Requires consultation to be completed first.
Manual Screening Cases
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Add Staff Member
New Staff Member
Performance
—
Cases Done
—
Active
—
Avg Days
Profile
Employment
Compliance
Specialties
Certifications
HR & Notes
Files
Termination Details
Required for FCRA-regulated background check engagements
📋 Onboarding Packet: Training Guide & Checklist available at
Download PDF
Add certifications, licenses, and professional credentials. Alerts fire 30 days before expiry.
No certifications added yet. Click "+ Add Cert" to begin.
The system detected qualifying events. Confirm to advance the stage, or Hold to keep the current stage for review.
Confirm Assignment
Intake Submission Detail
Intake Routing Rules
Rules auto-assign incoming intake submissions to staff based on matching criteria. Rules fire in priority order (lower = checked first). All non-null criteria must match.
Add New Rule
Generate Payment Link
Override the balance amount if negotiated rate or credits apply