From client onboarding to a filed claim — a guided workflow that keeps every step documented and ethics-compliant.
Send the engagement letter and client authorization (fee disclosure) via embedded e-sign. The client signs in the portal — documents saved to a secure case folder.
Upload a CSV or connect to the TrapRoyaltiesPro case feed. Auto-fill LOD Part 1, Schedule 1, and the cover letter — prefilled with metadata.
The artist signs the Letter of Direction directly inside the portal. The signed PDF is stored and ready for SoundExchange.
Download the final submission bundle (Cover Letter + LOD + Schedule 1). Submit to SoundExchange, then log recovery milestones and reporting.