OrientationSheet 01 / 07 · 1 min

01

What the case desk is

Assigned partner matters. Scoped access. Finely runs intake and the platform.

The Finely Cred case desk is not a job board and not a law firm. Approved paralegals, attorneys/counsel, and consultants work assigned partner debt and litigation matters with audited, revocable access.

You see only the partners you are assigned. Letter studio, evidence vault, docket timelines, and escalation routes ship with the role. Pricing, offers, and platform-wide access stay with Finely.

  1. 01Paralegal — prepare packets, dockets, and timelines; never advise or appear
  2. 02Attorney / counsel — licensed review of formal answers, affidavits, discovery; engagement terms per matter
  3. 03Consultant — debt-buyer pattern reads and validation sequencing education — never presented as legal advice

Chapter index 1

FCRA · FDCPA · portals

Tools the case desk actually uses.

Monitoring · kits · portals · guides · statute anchors

FCRA · FDCPA anchors (Cornell LII)

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