Haven · Records — Trace, Settle and Prepare

The three jobs

Pick the one that sounds like you.

Each job is its own page in the app, with its own record at the end.

Trace · beta

The record of a dispute

For someone in a dispute with a landlord, an employer, an insurer or a contractor, who needs every message about it in order.

How Trace works →

Settle · beta

An estate, after a death

For the executor or the family, working out from one mailbox what was being paid for, which accounts existed and who to call.

How Settle works →

Prepare · coming to the beta

Your own affairs, written down

For you, while you can still correct it: the list of institutions, what each is for and who to call, for a spouse, an executor or an attorney.

How Prepare works →

What you get

Three records, one shape.

Every record says what was searched and what wasn’t before it says anything else, and quotes the messages it relies on as numbered exhibits. Where Haven’s private model was used, the record says what it was shown.

From Trace

Trace Dossier

The thing a lawyer or an adjuster asks you for.

01Scope and known gaps — the accounts and dates searched, and what the search could not see.
02Summary and a dated chronology of everything found.
03A register of what was agreed — with full message text, each promise, price or deadline quoted word for word.
04Every item as a numbered exhibit, attachments too if you ask.

From Settle

Estate Record

For whoever is settling someone’s affairs.

01Scope and known gaps — the mailbox, the nine categories, what a sweep can’t see.
02A summary, checked against the register before it goes in.
03The register — one row per institution, with dates, cadence and account numbers exactly as the mail wrote them.
04People, a chronology and the exhibits behind each row.

From Prepare · coming

Personal Record

A map of your own affairs, for whoever finds it.

01A note for whoever finds this — who made it, when, and that it holds no passwords.
02How much is checked — rows you confirmed, rows still a draft, rows with no note.
03What changed since the last record, when there is one.
04The register with what each account is for and who to call, in your words.

Where a record goes

A folder, wherever you choose.

Each record saves as one folder: the Word document, its signed manifest, a short note on how to check it, and any attachments. Send the folder as one thing.

Today

A folder on this computer

You pick where. Each save gets its own folder named with the date and time, so saving again never replaces an earlier record.

Coming

Your own Google Drive or OneDrive

The whole folder, manifest included, goes into a “Haven Records” folder in your own storage — not to Haven — so the copy there can still be checked.

Checkable by anyone

Signed, so it can be trusted at a distance.

The manifest holds a fingerprint of the document and of every exhibit and file, signed on the computer that made it. Whoever receives the folder can check it in their own browser at havenprotect.app/verify, without installing Haven. Nothing is uploaded to do it.

A different promise from scanning

Your data, handled differently here.

A scan keeps its work on this computer. Records read your mail on this computer too, but they produce something meant to leave it — so the two jobs make separate promises. Read both.

What it costs. Included in the Haven plan during the beta. A single Trace Dossier or Estate Record will be $99 on its own — that option is coming — and Prepare stays part of the plan. See pricing.

Sometimes you don’t need a scan. You need a record.