// Platform · Platform · Reporting

Real-Time Reporting

See every request, every document, every client at a glance. Filter, sort, export. No spreadsheets.

Dashboard showing request progress chart and client list
// Capabilities

Live dashboards

Real-time progress on every active request.

Filters & exports

Slice by client, status, deadline. Export to CSV.

Auto-completion

Closes the request when everything is in.

// How it works

1. Always live

No refresh, no manual updates.

2. Slice anything

By client, status, deadline.

3. Export

CSV ready for your books.

We used to send dozens of follow-up emails per engagement. Now the reminders handle everything automatically.
David Chen, Operations Manager, Horizon Financial Group

See everything. Chase nothing.

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