Guided sample case

See how a resolution engagement flows on one case record

Your best work shouldn’t depend on which employee opens the case.

This walkthrough uses a fully fictional matter — names, balances, and identifiers are synthetic. Use the tabs below to explore intake, IRS evidence, financial profile, strategy, scope, the resolution work plan, and case status the way your firm would in the live workspace. Nothing here connects to a real tenant or client file.

Want the deliverable itself? Get the sample Discovery report → Generated by the live RESO pipeline from a fully fictional case — names, balances, and identifiers are synthetic.

Platform economics

Workspace infrastructure vs. case intelligence credits

$249/month platform access covers your firm tenant—unlimited users and cases, client portal, document archive, billing ledger, integrations, and Copilot under fair use. Substantive Discovery, Strategy, and Work Verification outputs meter as case intelligence credits ($10 Discovery · $49 Strategy · $10 Work Verification · $0.75 e-sign) when you run analysis on real matters.

Register your firm free, then subscribe in Settings (card required). First 30 days: usage is tracked and your first usage invoice is $0. Platform fee billing starts on day 31 via your subscription.