Your case desk
A clear view of every request, every document and the next step.
Open cases
03
In this view
Needs attention
02
Your next actions
Approved or exported
01
Saved package versions
| Case | Exchange | Status | Next step | Updated | Open |
|---|---|---|---|---|---|
| FS-0002Client Beta (fictional) | MockExchangeSource of funds request | Exported | Mark as submitted | 10 Jun 2026 | |
| FS-0001Client Alpha (fictional) | MockExchangeSource of funds request | Submitted by you | Log the exchange's reply | 10 Jun 2026 | |
| FS-0003Client Gamma (fictional) | MockExchangeSource of funds request | Referral needed | Export inventory for a lawyer | 10 Jun 2026 |
3 cases in this viewFictional data only
A workspace for the facts. Organize the evidence, address the gaps and prepare a response you submit yourself.