Client Dossier
Proof for the client who will not pay.
One permanent record of a client: what they agreed to, how they pay, what you sent and every reminder since. Ready for a lawyer, a collections agency or your own file.
Included on every plan.
An example dossier for a fictional client
What is inside
The agreement
The quote or proposal they accepted, with who signed it and when.
How they pay
On time rate, average days to pay, late payments, promises kept and broken.
Proof of delivery
When each open invoice was sent and how many times it was opened.
Every reminder
The reminders that were actually sent, to whom, and how overdue the invoice was.
A full timeline
Everything in order, from the first document to today.
How it works
- 1
Generate it from the client
Open a client, go to Dossier and generate. It takes a second and reads only what already happened.
- 2
Send it as a PDF or a link
Hand it to your lawyer, a collections agency or your own file, or share a private link.
- 3
Anyone can verify it
Each record carries a fingerprint and a QR code that opens the original, which cannot be edited.
A dossier is a dated record of what happened, built from your own data. It is not legal advice.