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