Solutions | Consumer Protection
Copiafy for Consumer Protection Specialists
Organize Cases, Track Progress, and Support Clients—All in One Secure Platform
A Secure Hub for Client-Focused
Financial Advocacy
Generate professional dispute letters
using customizable templates
Track issue resolution timelines
organize related documentation
Keep client cases centralized
clear, searchable access
Protect sensitive data
Copiafy doesn’t require banking integrations or connect to credit reporting agencies
Stay Transparent, Organized, and Compliant
Copiafy is built for transparency—not automation or risky shortcuts. It empowers you to:
Offer compliant, personalized services
Avoid misleading claims around score increases
Maintain control of your client’s case data
Separate financial goals from legal outcomes
With Copiafy, you have everything you need to stay organized while helping clients protect their financial profiles.
Better Case Management = Better Client Results
Tag and track consumers individually
Organize disputes by type, date, or issue
View progress at a glance with clean, visual dashboards
Designed for Specialists Who Support Financial Well-Being
Reusable templates for letters and notices
Status tracking for follow-up and response timelines
Case-by-case file management with goal-based organization
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