38 lines
2.0 KiB
Markdown
38 lines
2.0 KiB
Markdown
# DRE Session Notes — July 7, 2026
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## Key decisions made this session
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- **Fee calculator** added as standalone page, live calculation, 4 tiers side-by-side
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- **Case aging dashboard** added — days in tier vs target, color-coded alerting
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- **Debtor payment page** added — claim number + name + amount → Stripe
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- **AI chatbot** designed: Agent D.R.E., lead capture for new visitors, personalized for logged-in clients
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- **Approval workflow**: Germaine + Tony approvers, Anita read-only, hourly reminder cron
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- **Data isolation**: AI analysis per claim, not per client. Chatbot knows public info only.
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- **Closed case binders**: two per case — DRE internal (full) and client package (sans AI analysis)
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- **Change tracking**: audit trail on all edits, visible in DRE dashboard
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- **Lead capture in chat**: name + email required before bot answers questions
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- **Logged-in chat**: personalized greeting with case context, PII verification for deeper details
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- **Tier progress indicator**: 4-step visual on client dashboard with centered labels
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- **Message-to-team**: structured subject dropdown, logs to case file, notifies DRE team
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- **Texas mechanic's lien**: full 18-section report, pre-lien notice as Tier 2.5, resolves ~70% of construction claims
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- **Law firm partnership**: as LLC, DRE can partner via referral fee agreement (DRE 10%, firm 25%)
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## Services still needed
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| Service | Purpose | Priority |
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|---------|---------|----------|
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| Proof.com | Online notarization (LPOA) | High (launch blocker) |
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| LetterStream | Certified mail | High (launch blocker) |
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| Stripe Connect | ACH payments + disbursement | High (launch blocker) |
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| Law firm partner | Litigation | Medium (needed for Tier 4) |
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| Kanary ($84/yr) | Data broker removal for Germaine | Low |
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| Turnstile keys | Obtained | ✅ Done |
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## Next steps for DRE
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1. Set up Proof.com account
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2. Set up LetterStream account
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3. Set up Stripe Connect
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4. Build DRE portal backend
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5. Add portal.debtrecoveryexperts.com DNS
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6. Build WordPress site for debtrecoveryexperts.com
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