Platform Architecture

From Intake to Delivery

Solar Audit Services is a documentation-forward intake and analysis engine. Every consumer who enters the system moves through a defined, attorney-supervised process — and every case exits as a structured, deliverable file.

System Overview

The SAS Intake Engine

1
Consumer
Intake
2
Qualification
3
Forensic
Analysis
4
Route
Decision
5
Case
Delivery
Detailed Process

Every Phase, Explained

Phase 01
01

Consumer Intake & Qualification

Every case starts with a structured intake — either a document upload, an online form, or a phone-based intake call. We collect the consumer's name, state, solar company, lender, loan type, and a description of their primary concerns. This data enters the CRM and triggers the qualification workflow.

Document upload: PDF loan, PPA, lease, addenda
Form intake: guided online questionnaire
Phone intake: specialist-assisted data collection
Auto-qualification scoring based on installer, lender, state
24-hour qualification window
Phase 02
02

Document Collection & Review

After qualification, the intake team requests any missing documents — complete loan agreement, addenda, installer disclosure forms, savings projections shown at signing, and any lender correspondence. All documents are uploaded to the secure case record.

Loan agreement and all addenda
Installer disclosure documents
Savings projections and representations at signing
UCC filing and title documentation if available
Complete within 48 hours of qualification
Phase 03
03

Forensic Analysis & Compliance Review

The attorney-supervised analysis team performs a clause-level review of every document in the case record. They identify, classify, and document each violation — comparing contract language against applicable federal and state disclosure requirements, TILA standards, and FTC guidelines.

Hidden dealer fee identification and quantification
Escalator clause documentation and payment projection
Tax credit and savings representation review
UCC lien and title impact analysis
Arbitration clause identification
Attorney-supervised — 48 to 72 hours
Phase 04
04

Route Decision: Path A or Path B

Based on the forensic analysis, each case is scored and routed to the appropriate output path. The routing decision considers issue severity, number of violation categories, consumer situation, and partner alignment. Consumers are presented with both options.

Case scoring: 15+ risk indicators evaluated
Consumer consultation: options clearly presented
Path A: Advisory / Solar Relief — analytical packet
Path B: Mass Tort / Legal — litigation-ready file
Routing decision communicated within 24 hours
Phase 05
05

Structured Case Delivery

The final file — whether a 30-page analytical strategy packet or a litigation-ready case file with exhibit index — is delivered to the appropriate partner or attorney through the secure partner dashboard. The consumer simultaneously receives their copy of the audit report and next-step guidance.

Path A: Analytical packet to solar relief partner dashboard
Path B: Case file to mass tort attorney dashboard
Consumer: audit report + next-step action plan
CRM: case marked delivered, follow-up tasks assigned
Delivery within 72 hours of analysis completion
Output Paths

Two Structured Output Tracks

Every qualifying case exits the SAS engine as one of two structured deliverables — depending on the consumer's situation and choice.

Path A — Solar Relief

Analytical Strategy Packet

For consumers choosing the advisory or exit-focused path — and for solar relief organizations receiving the file.

30-page analytical strategy document
Contract issue summary with citations
Disclosure violation analysis
Consumer relief pathway guidance
Risk scoring and issue prioritization
Solar Relief Partners →
Path B — Mass Tort / Litigation

Litigation-Ready Case File

For consumers open to legal action — and for mass tort attorneys and legal teams receiving the file.

Full litigation-ready case file
Evidence structure and exhibit index
Statutory citation mapping
Issue spotting and damages framing
Law firm handoff workflow
Mass Tort Attorneys →

Choose Your Entry Point

Whether you're a homeowner, a solar relief organization, or a mass tort attorney — your pathway starts here.