Use cases
Use cases
Illustrative examples of how the areas fit together. The firms, plan checks and numbers are made up.
Answer “where is our plan check?” without digging
A client asks for status. The portal already shows it, derived from the latest verdict and deliveries, and the question goes in the plan check’s thread.
What it involves
- Client portal
- Plan check status
- Plan check messages
Run a resubmittal cycle
Structural comes back not accepted. Log the delivery of comments, record the resubmittal, and open check 2 for the same plan checker.
What it involves
- Plan review
- Delivery
- Check number 2
Bill a month of plan checks
Each plan check already carries its invoice details. Group a client’s lines for the period on one invoice, with the client’s address as it was that day.
What it involves
- Invoice details
- Invoice
- Address snapshot
Move off the Access database
Dry-run the import, read the reconciliation report, fix what was quarantined, then load for real.
What it involves
- Legacy import
- Reconciliation report
- Quarantine
Ask an assistant for the overdue list
With a read-only token, an assistant lists plan reviews and plan checks and points out the ones without a verdict.
What it involves
- list-plan-reviews
- list-plan-checks
- mcp:plan-reviews:read
Get your plan checks out of a spreadsheet
Ask for access, bring your Access history over, and keep every plan check in one record.