Give Clients Clarity
Between Case Milestones.
A disability case can involve long stretches of waiting. Give clients one familiar place to read your updates, share what changed, and reach their team.
The client portal connects those conversations to your firm’s work—so staying informed becomes part of the process.
See The Client Journey ↓Actual client portal · Fictional demo account
Start With What Your Client Needs.
Follow an update from the client’s point of view to the team’s next action.
A Clear Update From Their Team.
For The Client
Clients can read the case-stage update their firm has shared, see upcoming dates, and find the information requested of them. They have a place to check before making another status call.
For The Firm
Your team controls the information shared with the client. The portal reflects firm-provided updates; it is not a live SSA status feed.
The client knows what the firm has shared and what needs attention.
Actual application screenshot · Synthetic demo data · Click to enlarge
See Both Sides
In One Demo.
Walk through a client update, the firm’s review, and the next assigned action. Bring a real workflow challenge from your practice; we’ll explore it using sample data.
Tell us about your firm. Our team will coordinate a walkthrough.What Your Team Will See
- The client’s portal and message experience
- How the firm reviews and responds
- Where tasks and follow-ups are managed
Clients use an invitation from their firm. The portal works in a mobile browser; no separate app-store download is required.
Explore The Sample Yourself →