CasevoyaTopicsContact usOne record per client: their details, matters, documents and portal access in one place.
Clients get their own login to see next steps, upload documents and sign. Nothing to install.
Go to Work › Clients. The Portal column shows Not invited until you invite them.
Check their email and preferred language.
They read the portal terms and privacy information, give consent, and set a password.
The first thing they see is their next step and who is working on it.
Sponsors, adult dependants and guardians each get their own login. Being in the same household doesn’t mean seeing each other’s private records.
Go to Work › Clients and select Add a client. Choose their role: applicant, sponsor or dependant.
Each adult gets their own invitation and gives their own consent.
Shared items appear for everyone on the matter. Private items stay with their owner and your staff.
The portal answers one question first: what do I need to do next, and by when?
One task, with a due date and roughly how long it takes.
What do I need to do, by when, who is working on it, and what happens next.
Stages from agreement to decision, in plain words. Updates are recorded by your firm; nothing here is a government decision.
Uploaded and accepted are shown separately, so clients never mistake one for the other.
The latest note from you, and anything they owe, with your firm named as the payee.
Each person picks their own portal language. You can write messages in either.
In the portal footer, choose English or Français. It’s remembered for next time.
Go to Work › Clients and open the People tab. Set a person’s preferred language so emails arrive in it. Each person’s language shows in the Language column.
Add a French version of each request and message template. If one is missing, we show the English version and flag it to you.
Each frame comes from the walkthrough, with the part being explained outlined. Select a frame to play from that moment.
The header breadcrumb reads Work, then Clients, with counts beside it: 2 people and 0 households.
To add someone new, use the Add a client button at the top right.
Below are three tabs: People, a Priya Sharma tab for a fictional sample client, and Household.
Use the Search people box to find someone in the people list.
Beside it is a row of role chips: All, Applicants, Sponsors, Dependants and Leads.
Each row shows Person, Role and Matter,
followed by Language, Timezone and Portal.
In this fictional sample, Priya Sharma is the applicant and Rafael Sharma is the sponsor, both on the same matter. Language and time zone show dashes, and neither has been invited to the portal yet.
In short: follow the breadcrumb, add a client, switch tabs, search and filter by role, and read each column. Next: Tasks.
Overview. Clients gives you one record per person across the matters you are assigned to, and nobody is merged without your confirmation. This tour covers the page.
Breadcrumb. The header breadcrumb reads Work, then Clients, with counts beside it: 2 people and 0 households.
Add a client. To add someone new, use the Add a client button at the top right.
Tabs. Below are three tabs: People, a Priya Sharma tab for a fictional sample client, and Household.
Search. Use the Search people box to find someone in the people list.
Role chips. Beside it is a row of role chips: All, Applicants, Sponsors, Dependants and Leads.
First columns. Each row shows Person, Role and Matter,
More columns. followed by Language, Timezone and Portal.
Sample rows. In this fictional sample, Priya Sharma is the applicant and Rafael Sharma is the sponsor, both on the same matter. Language and time zone show dashes, and neither has been invited to the portal yet.
Recap. In short: follow the breadcrumb, add a client, switch tabs, search and filter by role, and read each column. Next: Tasks.
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