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System Overview

Front End: Client Portal​

Client Portal homepage

Clients can:

  • Submit service requests
  • Upload documents
  • Enter personal details
  • Save progress or submit applications
  • Receive a case number for follow up

Back End: Organization Portal​

Organization Portal dashboard

Your team can manage:

  • Cases
  • Clients
  • Services
  • Payments and invoices
  • Integrations
  • Users and roles

Navigation happens through the sidebar on the left.