One working set.
One clear next step.

Save. Extract. Start here.

Save your order details and ZIP download. Extract all files into a normal folder, then open START_HERE.html. Keep an untouched copy of the ZIP as your master.

Open the browser workspace.

Each kit has a file ending in _Workspace.html. Open it in a current desktop browser. It starts blank; you can load a clearly marked fictional example to learn the workflow.

• InvoiceForge: record invoices and settled receipts, check the balance and prepare a follow-up.
• CertPai: record renewal dates and keep source verification separate from timing.
• SiteIntellect: describe reproducible findings and add retest evidence before closing them.
• ClaimProof: give evidence a source and file reference, then choose entries for your attachment index.
• Agency OS: review project deposits, scope and assets; link changes to projects; prepare and save onboarding drafts.

After trying the example, save a backup if you want to keep it, then choose Start a blank workspace before adding your own records.

Browser storage is a working copy.

Use Save backup to download JSON. Import backup restores that product’s records and replaces the current set after confirmation. Keep backups in secure storage, especially before moving the HTML file, changing browser or clearing site data.

CSV and text exports are for reviewing or sharing. They do not restore the app. Agency OS includes saved onboarding drafts in its JSON backup.

Choose the format you prefer.

The spreadsheets, PDFs and editable text are separate ways to work. They do not automatically sync with the browser app.

• The four individual record kits include a spreadsheet, eight-page fillable PDF and editable text.
• Agency OS includes a three-tab spreadsheet, an onboarding playbook and change-request/client-message guides in HTML and text.
• InvoiceForge also includes 12 client communication templates.

Follow the product’s own guide before clearing spreadsheet example cells; keep formula cells intact. Core calculations were checked in native Google Sheets. Native Excel and Numbers checks remain pending.

Review before you share.

Confirm the facts and amounts against your actual records, replace bracketed prompts, and use your normal communication or submission channel. The tools do not send emails, verify payments or submit claims.

For a fillable PDF, save a test entry and reopen it to check that your reader keeps the values. Keep concise notes; text files are better for longer details.