What clients see on their home screen

1. 01

   Step 1: Their next step

   One task, with a due date and roughly how long it takes.

2. 02

   Step 2: Four plain answers

   What do I need to do, by when, who is working on it, and what happens next.

3. 03

   Step 3: Where things stand

   Stages from agreement to decision, in plain words. Updates are recorded by your firm; nothing here is a government decision.

4. 04

   Step 4: Documents

   Uploaded and accepted are shown separately, so clients never mistake one for the other.

5. 05

   Step 5: Messages and payments

   The latest note from you, and anything they owe, with your firm named as the payee.

Written from the Casevoya product specification (DESIGN §8 portal home). Screens and wording may change before launch.