1. Create the workspace
Sign up with a work email or continue with OneLifeVibe. Pick the country the business trades in: it sets the currency, date style and the wording used in letters (CAM, service charge, outgoings or additional rent for leases). Confirm the email from the link we send so alerts and password resets reach you.
2. Load data
- Fastest: open a module and press Load sample data to see real findings straight away.
- Upload a CSV export. Column names are matched automatically; each module's page lists the columns it reads.
- Connect a system on the Integrations page, or email files to your workspace's import address.
3. Work the cases
Every problem the engine finds becomes a case with the amount at risk, the expected recovery and the deadline. Open a case to see the evidence, draft the letter, record notes and calls, assign it to a teammate and mark the outcome. Re-importing the same rows never creates duplicates.
4. Invite the team and choose a plan
Invite owners, admins and members from Settings. The trial includes every module; after it ends, imports pause until a plan is chosen, and everything already imported stays readable.