Quickstart

Create your firm account

Go to resoproof.com and click "Request access." Enter your firm name and email address. You will receive a confirmation email — click the link to verify and you will be taken straight to the console.

Add your first client

In the console, go to Clients and click "Add client." Enter the client's name, email address, and phone (optional). The client does not create an account — they interact only via a secure link.

Open a case

Go to Cases and click "New case." Select the client you just added and give the case a name (e.g., "2023 Offer in Compromise"). Click Create.

Add the items you need

On the case detail page, click "Add item." Choose the item type (Document upload or Form fill), add a title ("2023 W-2 forms") and optional instructions. Repeat for each item. You can add more later.

Send the document request

Click "Send document request." An email goes to the client with a secure, no-login link to their checklist. Every send, delivery, open, and click is logged to the event chain.

Wait — Resoproof chases for you

Reminders fire automatically on your configured cadence, each referencing exactly what's still outstanding. You will see the status of each item update as the client interacts.

Review and accept submissions

When the client submits a document or form, it appears on the case detail page for your review. Accept it (the item is closed), reject it with a note (the client can re-submit), or log a no-response after a deadline passes.

Generate the defense record

At any time, click "View record" on the case. The record shows the full timeline, determination, outstanding items table, and integrity hash. Export it as a PDF or copy a shareable read-only link.