Client package
Partners publish client-facing audit packages that carry their own brand and explain the recovery case.
Problem
A spreadsheet of exceptions is not enough for most clients. They need a clear package that states what was reviewed, what was found, why the finding matters, how much is at stake, and what to do next. Partners also need the deliverable to reinforce their own firm relationship.
Solution
CAMAudit packages findings into branded reports with recovery summaries, rule explanations, lease references, and next-step context. The partner can review and publish the package under the firm brand instead of handing clients a generic software export.
Proof points
Reports summarize total findings and individual issue detail.
Partner branding keeps the firm in front of the client.
Evidence sections support client and landlord conversations.
Reports connect naturally to the dispute letter draft when action is warranted.
Workflow
01
Inspect findings, summaries, citations, and confidence notes before publication.
02
Deliver the client package from the partner workspace using partner-facing branding.
03
Walk through the evidence, recovery model, and recommended next step.
Related feature pages
Partners control what clients see, when reports are published, and how findings are positioned.
When findings support action, partners can prepare a dispute letter draft grounded in the reviewed audit record.
Findings are stronger when the report shows the clause, statement line, and calculation path behind the issue.
Related guides and tools
FAQ
No. The report is the delivery artifact. The partner still reviews the analysis and decides how to discuss it with the client.
The report is structured around client understanding: findings, dollars, evidence, confidence, and next steps. It is designed for delivery, not just data transfer.
Next step
