PhaseFolio

PhaseFolio Support

A clear next step.

Find an answer, work through a problem, or tell us where you got stuck.

Atlas · Workspace · Sentinel

Learn the workflow

Step-by-step guides for your first Atlas comparison or Workspace diligence case.

Open the docs

Find a quick answer

Product access, source coverage, model-assisted research, and sharing your work.

Read the FAQ

Work through a problem

Start with the checks for sign-in, missing records, interrupted research, and exports.

Troubleshoot an issue

Help improve Atlas

Report a problem, share an idea, or tell us what helped. You can attach a screenshot with confidential details removed.

Give feedback

Atlas feedback

Atlas Feedback

Share a problem, suggest an improvement, or tell us about your experience with Atlas.

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Keep your support request focused.

Include the approximate time, your browser, and any displayed request or run identifier. Redact screenshots and leave out passwords, API keys, private links, patient information, and confidential deal documents.

For access or a product walkthrough, use Access and contact. For privacy or legal requests, use contact@phasefolio.com.