Roadmap
Current
- ✅ forms architecture for creation, display, in-progress saving, versioning
- ✅ We handle field dependencies and validations
- ✅ We implement RAVA as a three-part form
- 🔨 we implement copy from Max
- 🔨 client login is easy via one-click emails
- ✍️ We present a clear privacy and data policy
Upcoming
- Staff can see client activities
- We contrast RAVA (2 pager) received data from client against data pulled from various resources (show what has changed)
- We offer FAQs in the portal (privacy, data?)
Planned
- Progress report: “here’s the status of your appeal” // personalized client notifications
- Contracts: we generate appropriate contracts for clients based on their responses, and have them execute them online.
- Payments: clients can view payment plans, update financials
- Savings report: “here’s what you’ve saved”
Changelog
6/26/2019
- Changed “we collect the RAVA form from clients” since implies Client model vs. users or something more simple.
- Added copy implementation
6/12/2019
- moved staff can see client activities to upcoming
- added FAQs to upcoming