How can we help?

What "Launch readiness" is asking for

The checklist in Settings, item by item, and which ones you can fix yourself.

Running your first client end to end

Intake through mailed letters, in the order the product enforces.

Which states you can enroll clients in

Georgia is blocked outright. Several other states add cooling-off, bonding, or registration duties that are yours to satisfy.

Why you can’t start work yet

Disclosure, then contract, then cooling-off, then active. The order is enforced and cannot be skipped.

Why cooling-off ends later than you expected

Business days, the applicable state rule, and a deliberate one-day buffer.

The telemarketing flag and why it blocks billing

If a client was signed up through outbound telemarketing, you cannot collect from them here. There is no override.

What each status means

Plain-English translation of every enrollment and round status.

Reading the activity feed

What gets logged, why no row can ever be edited or deleted, and how to search it.

Letters won’t draft or send

Every reason letter drafting or mailing is refused, and the fix for each.

Why the next round step is unavailable

Rounds move through fixed states. Here is what each "not valid from" message is telling you.

A letter failed to mail

What the failed badge means and what to do about it.

When you can charge a client

Only after work is done and verified. This is the rule the whole billing system is built around.

Your subscription, card, and cancelling

Change your payment method, see invoices, or cancel — all without contacting us.

Understanding your own bill

What the base fee, per-client, and per-letter amounts cover.

Connect your own domain

One DNS record. What to enter, what can go wrong, and how to read the status.

Your brand in the client portal

What your clients see, and what stays neutral.

Team roles and what each can do

Owner, admin, and team — and why only two of them can approve mailings.

Sign-in problems

Forgotten passwords, lockouts, and what the generic error means.

Self-signup links for clients

Let clients enroll themselves instead of you keying in every intake.

Controlling what notifies you, and how

Email and in-app can be turned off independently for each kind of alert.

What’s happening with your dispute, step by step

What each stage of your progress bar means and roughly how long it takes.

Understanding your delivery status

What "in transit," "delivered," and the email statuses on this page mean.

Getting help with your dispute

How to reach us from your portal, and what to expect after you send a request.

Your referral code and referred clients

What your code does, what shows up here, and what stays private from you.