Cases
Create a case
Open a case for a client from a programme.
Programmes, steps and documents to receive
Starter lists of steps and documents, by programme.
Case status and Kanban board
Move a case from one status to the next.
Custom case statuses and types
Add your own statuses and case types.
Request a case review
The assistant requests a review; the consultant approves or sends it back.
Deadlines and automatic reminders
Document reminders to the client and deadline alerts to the team.
Close or delete a case
Close a finished case; delete it permanently when allowed.