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Notifications
Document receivedProof of address on DEMO/0002
Case moved stageDEMO/0003 is now at application
New messageSample Client 02 replied
Good afternoon
Four sample cases, spread across the pipeline. Everything here is invented.
Open cases
4
Sample records
At intake
1
Just opened
Awaiting documents
1
Client action needed
Completed
1
This month
PipelineClick a stage
1
Intake
1
Collecting documents
1
Application
1
Complete
Recent cases
| Reference | Name | Stage | Amount | Status |
|---|
Every name, reference and figure is invented for demonstration. No client information appears anywhere in this build.
Cases
Click any row to open it. The search box above filters this list.
All cases4 records
| Reference | Name | Stage | Amount | Status |
|---|
Sample Client 02
DEMO/0002 · Collecting documents
Deliberately thin. A real portal holds far more here, but a demonstration carrying income, employment or credit detail would start to look like somebody's file, so it does not.
Documents
What the client sees. They upload here rather than emailing attachments. Try the drop area.
↑
Drop files here
or click to choose. PDF, JPG or PNG.
Nothing leaves your browser. There is no server behind this build, so there is nothing to upload to and nothing to breach.
Messages
One thread per case, so nothing important ends up buried in an inbox.
Activity and audit
Every action against every record, by role, with a timestamp. Administrators only.
The screen compliance people ask about first. An audit trail that cannot be edited is the difference between a portal and a shared folder.
Settings
Security and access. Toggles work, nothing is stored.
Security
Two step sign inRequired for every user on this workspace
PasskeysAllow sign in with a device instead of a password
Session timeoutSign users out after 30 minutes of inactivity
Download audit exportA full activity log as a file
Roles3 roles
| Role | Cases | Documents | Audit trail | Settings |
|---|---|---|---|---|
| Client | Own only | Upload | No | No |
| Adviser | All | Manage | No | No |
| Admin | All | Manage | Yes | Yes |
Switch role in the top bar to watch the sidebar change. That is the whole permissions demonstration, and it is the thing clients ask to see.