Feature
Client portal
Invite people at a client firm to follow their own plan checks and message your staff.
Staff invite a portal user from a client’s record by email. A portal user is a separate identity from staff: they are never an org member, and they see only their own client’s plan checks.
Each plan check in the portal shows its derived status and a message thread between the client and your staff. New messages appear without reloading the page.
More features
All features →- 01
Plan check tracking
One record per plan check, from submittal to final approval, with its reviews, deliveries and billing attached.
- 02
Discipline reviews
Route each plan check to a plan checker per discipline, track review cycles and record the verdict.
- 03
Deliveries
Log every hand-off of plans or comments: who it went to, how it was sent and the courier tracking number.