File Management & Address Verification

USPS Address Verification

Address autocomplete powered by Google Maps. Supports street addresses, apartments, PO boxes, and international formats.
Address Parsing Preview

File Retrieval Requests

Add New Request
Please enter the contact's full name.
Please select the date needed.
Please enter who is requesting the file.
Please enter the reason for retrieval.
Pending Requests
Client Name Date Needed By Requested By Reason Box # Action

Standard Document Generation

SS4 Application Form

Search Redtail & Autofill
Trust Information
Please provide the legal trust name.
Please select a trust type.
Please provide a start date.
Trustee Information
Please provide the trustee name.
Please provide the street address.
Please provide city, state, and ZIP.
Please provide county and state.
Responsible Party Information
Please provide the responsible party name.
Please provide a valid SSN.
Please provide a valid phone number.

Generate Proofs Document

Search Redtail & Autofill
County is required.
At least one client name is required.
City/Town is required.
Witness selection is required.

Batch Label Generation

Please enter at least one name.
Use format: Last Name, First Name M. Suffix (middle initial and suffix are optional)
Please enter a starting position between 1 and 30.
Generate from Input Directory

Generate labels using .txt files placed in the server's /input directory.

Generate POA/Deed Req Signature Letter
Recipient Information (Manual Entry)
Please enter the recipient's full name.
Please enter the recipient's address.
Client Information (Autofill via Redtail Search Optional)
Please enter the client names.
Document Sections to Include

Generate Payment Receipt

Please enter the name of the payer.
Please enter the payment amount.
Leave blank if paid in cash.
Please enter a description of the service.

Generate Confirmation of Services Received

Selected contact info
This will be auto-filled if you search and select a contact above, or you can type it manually.
Please enter the client's name.
This will be auto-filled if you search and select a contact above.
Please enter the client's address.
This will be auto-filled if you search and select a contact above.
Please enter the client's city, state, and ZIP.
Please select a case type.
Please enter the beneficiary/ward name.
Enter amount without dollar sign (e.g., 1500.00)
Please enter the amount paid.
Please enter the date paid by family.
Please enter the date received by firm.

Bill Generator

Generate professional bills using the bill template

Client Information
Selected contact info
Please enter the client name.
Please enter the file matter.
Please enter the client address.
Please enter the invoice date.
Professional Services
Payments

Phone Call Log

Total Calls: 0
Caller name is required.
(XXX) XXX-XXXX
Phone number is required.
Please select an inquiry type.
Please select a client type.
Notes are required.
Logged Calls
Date/Time Caller Phone Type Client Notes

Call Presence Monitor

Live staff availability and Redtail CRM lookup

Open in New Window
Ensure Call Info Viewer is running on http://localhost:3002.

Redtail Document Note Adder

Paste full file paths below. The tool parses names, searches Redtail, and allows adding notes for scanned documents.

Please enter at least one file path.
Available placeholders: {docTypes}, {originalName}, {date}, {time}

Confirmation & Approval

Review results. Verify/enter Redtail Contact ID. Use the toggle switches to approve rows for note creation.

Table will appear here after processing file paths.

Status Log

Status messages will appear here...

Deed Letter Generator

Generate deed letters by searching Redtail contacts and specifying properties and documents.

Add Client
No contact selected
Clients for Letter Generation
Auto-save enabled
Client Name(s) Mailing Address Deeds Documents Has PSA Action

No clients added yet. Use the form above to search and add clients.

Deed Filing Memo Generator

File Location Labels

Generate and print file location labels using Brother P-touch BPAC

Brother Ready
Single Label
Leave blank to use current month/year: Loading...
Quick Print
Uses current date: Loading...
Batch Print
All labels will use current date
System Status
Current Date: Loading...
Template: fileLocationLabel.lbx
Printer: Brother P-touch
Activity Log

Activity log will appear here...

Square Transactions & Receipts

View Square payments and generate receipts

Recent Transactions

Select a transaction to view details