Intake first
The workflow starts with the report itself. You create one case, upload the documents, and keep every later decision tied back to that record.
Review before action
The app should show extracted tradeline details for confirmation. That review step is where you check balances, statuses, creditor names, and whether the extracted fields match the source material.
Group by creditor, then bureau
Once the review is complete, the records need structure. Grouping disputes by creditor and then by bureau keeps later letter preparation manageable.
Track what changes over time
Status, timing, and next action should live beside the same case. The process breaks down when you have to recreate the context every time a bureau responds.