Help · The assessment

Download your documents

Your evidence pack, available from your dashboard.

Last updated 2026-09-29 The assessment Questions [email protected], subject “Help”

Your assessment dashboard has a Download menu. It holds your evidence pack: the proof behind every finding, ready to hand on.

The documents

  • Owner Summary and Action Brief: short, plain English. What was found, what it means for the firm, and the order to act in.
  • Technical Evidence and Findings: every finding with its evidence, a check you can run, and the change that closes it.
  • Rules and Insurance Briefing: the findings mapped to the rules and insurance questions that apply to your firm.
  • Assessment Record: the dated record of what was reviewed, when, and what was found. Written for the person you answer to: an insurer, a regulator, a client.

After fixes

The documents record the assessment as delivered. Your dashboard carries the current status of each finding after you mark it fixed and re-verify it.

Branding

The documents carry the LeakTrace name. There is no option to remove it.

Did this answer it? If not, email [email protected] with the subject “Help”. A person answers within 4 business hours.