From a portfolio row to a reviewable plan.

1. Preview a portfolio

The sample includes one new company, one existing match, one conflict and one invalid date. The preview uses the same CSV parser as the workspace import.

2. Assign the next action

Select a ready company from the preview first. Conflicting and invalid rows cannot be used in this demo.

3. Review scope and an example estimate

Service $0.00 + provider $0.00 + government $0.00 = $0.00.

Example renewal: $0.00; no recurring service is included. These are fictional amounts, not current prices or an offer.

4. Review what completion still needs

Independent source review, actual receipts and acceptance artifacts remain missing. Demo approval does not establish a verified fact, agency acceptance or completed service.

Next action: obtain independently reviewed sources before real work. Responsible party: Sample reviewer.

The fixed downloads show an unapproved planning example and do not incorporate text entered above. They contain no official artifacts.