Your first case in 10 minutes

This walkthrough takes you from an empty workspace to a completed case. You can add the client as part of the compose flow, so everything happens in one pass.

1. Start a new case

Go to Lists and click New case. The compose screen sums up the flow: pick a client, pick one or more blocks, set the client's language.

2. Pick (or add) the client

Search for the client by name or email. If they don't exist yet, use Add a new client right there — first name and email are required, and you can set their preferred language (English, French, or Portuguese).

Selecting a client automatically sets the case language to their preferred language. You can override it if needed.

3. Pick the blocks

• Core blocks are pre-selected — they apply to every case.
• Pick exactly one Profile block that matches the client's situation (e.g. "Salaried employee").
• Add any Add-on blocks you need.

Expand a block to see its items. Each item is marked required or optional; you can deselect optional items, but required items always stay in.

4. Add other documents (optional)

Need something that isn't in any block? Add free-form rows under Other documents — for example "Latest bank statement". These become required items in the case.

5. Label and send

Give the case an internal label (e.g. "Mortgage application — June") — your client never sees it. Tick Send immediately if you're ready, then click Create case.

If you leave the box unticked, the case is saved as a draft and stays off the dashboard until you send it from the case page.

6. Share the portal link

Open the case and copy the Client portal URL. Use the optional email preview during compose, or the email templates panel on the case page, to send it — the recipient and a suggested subject and body are pre-filled.

Note: Anyone with the URL can access the list — treat it like a password.

7. Your client consents and uploads

The client opens the link — no signup, no app, no password. On first visit they accept a short privacy notice, then see the checklist in their language and start uploading. Their progress is saved, so they can come back later.

8. Validate the uploads

As documents arrive, the case moves to Collection in progress. On the case page, preview each file and click Validate, or Reject with a note — the client sees your note and re-uploads.

9. Done

When every required document is validated, the case automatically becomes Collection completed. Optional items never block completion.

Next: learn the full document collection lifecycle.