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Client package

Branded Report Delivery

You publish client-facing audit packages that carry your own brand and explain the recovery case.

Problem

The problem: analysis has to become a client-ready deliverable

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. You also need the deliverable to reinforce your own firm relationship.

Solution

The solution: reports built for white-label delivery

CAMAudit packages findings into branded reports with recovery summaries, rule explanations, lease references, and next-step context. You can review and publish the package under your firm brand instead of handing clients a generic software export.

Proof points

What this feature gives your firm

Reports summarize total findings and individual issue detail.

Your branding keeps your 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

How branded reports works

01

Review report content

Inspect findings, summaries, citations, and confidence notes before publication.

02

Publish under the firm brand

Deliver the client package from your workspace using your branding.

03

Use the report in the client call

Walk through the evidence, recovery model, and recommended next step.

FAQ

Questions about branded reports

Are branded reports meant to replace your judgment?

No. The report is the delivery artifact. You still review the analysis and decide how to discuss it with the client.

What makes the report different from a generic export?

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

See how the full white-label platform fits together.