# DRE Session Notes — July 7, 2026

## Key decisions made this session

- **Fee calculator** added as standalone page, live calculation, 4 tiers side-by-side
- **Case aging dashboard** added — days in tier vs target, color-coded alerting
- **Debtor payment page** added — claim number + name + amount → Stripe
- **AI chatbot** designed: Agent D.R.E., lead capture for new visitors, personalized for logged-in clients
- **Approval workflow**: Germaine + Tony approvers, Anita read-only, hourly reminder cron
- **Data isolation**: AI analysis per claim, not per client. Chatbot knows public info only.
- **Closed case binders**: two per case — DRE internal (full) and client package (sans AI analysis)
- **Change tracking**: audit trail on all edits, visible in DRE dashboard
- **Lead capture in chat**: name + email required before bot answers questions
- **Logged-in chat**: personalized greeting with case context, PII verification for deeper details
- **Tier progress indicator**: 4-step visual on client dashboard with centered labels
- **Message-to-team**: structured subject dropdown, logs to case file, notifies DRE team
- **Texas mechanic's lien**: full 18-section report, pre-lien notice as Tier 2.5, resolves ~70% of construction claims
- **Law firm partnership**: as LLC, DRE can partner via referral fee agreement (DRE 10%, firm 25%)

## Services still needed

| Service | Purpose | Priority |
|---------|---------|----------|
| Proof.com | Online notarization (LPOA) | High (launch blocker) |
| LetterStream | Certified mail | High (launch blocker) |
| Stripe Connect | ACH payments + disbursement | High (launch blocker) |
| Law firm partner | Litigation | Medium (needed for Tier 4) |
| Kanary ($84/yr) | Data broker removal for Germaine | Low |
| Turnstile keys | Obtained | ✅ Done |

## Next steps for DRE
1. Set up Proof.com account
2. Set up LetterStream account
3. Set up Stripe Connect
4. Build DRE portal backend
5. Add portal.debtrecoveryexperts.com DNS
6. Build WordPress site for debtrecoveryexperts.com