Demo Workspace
Try VerdictFlow's full referral flow with realistic test data — and clear it whenever you're ready for real leads.
The demo workspace gives you a safe sandbox of fake leads and a test referral so you can click through every screen — Pipeline, Send Referral, Fee Agreement, Reports — without making a mess of your real data.
What gets seeded
When you choose "Send a test referral" during onboarding, VerdictFlow creates:
- 5 demo leads spread across different statuses so you can see the full pipeline in action.
- 1 test partner firm in your network so referral flows have a destination.
- 1 in-flight referral so you can practice accepting, declining, and following up.
Demo data is clearly labeled. Every demo lead and referral has a "Demo" badge so nobody mistakes a fake lead for a real one.
Clearing the demo data
When you're ready to start working real cases:
- Open Settings → Workspace.
- Find the Demo data section.
- Click Clear demo data.
- Confirm.
That removes all demo leads, the demo partner, and the test referral in one shot. Your real leads, partners, and settings are untouched.
Re-seeding
If you want the demo data back later (for example, to walk a new team member through the product), you can re-seed from the same Settings → Workspace page. Each re-seed creates fresh demo leads.
Next steps
- Adding leads — start adding your real leads.
- Setup Command Center — finish the rest of your firm's setup.