The visibility problem
The top reason clients call or email is: "What's the status of my process?" Whether it's a contract, an admission, a claim or a credit analysis, the client wants to know where it stands.
How the Portal works
CaseFy's external portal lets you share case visibility with external participants — without them needing to create an account or install anything.
The participant receives a secure link and can: - See what stage the process is at - Submit requested documents - Fill out forms - Send messages via chat - View the public event timeline
Granular control
You define exactly what the external participant can see: - Which stages are visible - Which documents can be accessed - Whether they can send messages - Whether they can submit documents
Result
Companies report a 70% reduction in status calls after implementing the portal. The client feels in control. Your team focuses on what matters.