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Quality control

Partner-Led Review Controls

You control what clients see, when reports are published, and how findings are positioned.

Problem

The problem: raw automation is not client-ready advice

A CAM audit platform can surface useful findings, but you still need judgment. Some issues are confirmed, some are advisory, and some need a softer explanation because the lease language is ambiguous. Sending raw output directly to clients can create confusion or overpromise recovery.

Solution

The solution: your review before client delivery

CAMAudit is built around your review. Your firm can inspect findings, confidence notes, report content, and dispute letter drafts before publishing a client-facing package under your own brand.

Proof points

What this feature gives your firm

Findings are reviewed before publication.

Confidence notes help you decide how firmly to present each issue.

You control report delivery and client follow-up.

Review controls support CPA, attorney, tenant rep, and advisory workflows.

Workflow

How review controls works

01

Inspect the finding list

Review amounts, explanations, confidence, and evidence before deciding what to deliver.

02

Decide delivery posture

Separate confirmed recovery items from advisory questions and client education points.

03

Publish the package

Release the branded report only when you are ready.

FAQ

Questions about review controls

Can you withhold a finding from client delivery?

The workflow is designed for your review before publishing. You decide how to handle findings based on client context, evidence quality, and professional judgment.

Why is review important for white-label delivery?

The client is relying on your firm, not a software vendor. Review controls keep you accountable for the final delivery posture.

Next step

See how the full white-label platform fits together.