Notifications And Support

Notifications

Notifications show important in-app messages and can be marked as read.

Client Portal activity creates notifications when a client updates intake details, sends a message, uploads a document, or responds to an approval request.

Review New Notifications

Select the bell in the navigation bar.
Review the five newest notifications in the dropdown.
Select a notification to mark it read and open the related application or client.
Select View all to open the full notification page.

Mark Notifications Read

On the full notification page, select Mark read beside an unread item.
Select Mark all read to clear every unread indicator.
Select Go to to mark the notification read and open its related record.

Marking a notification read does not complete the underlying client or application task.

Older notifications without an available related record open the dashboard.

Support Tickets

Support tickets are used to report product issues or request help.

Create A Support Ticket

Open the question-mark menu in the navigation bar.
Select Support.
Select New Ticket.
Enter a clear subject and description.
Choose a category: Bug, UI/UX, Billing, or Technical.
Choose the severity.
Submit the ticket.

Include the page, action, expected result, actual result, and exact error message. Do not include client passwords or portal email links.

Choose A Severity

Low: question or minor inconvenience.
Medium: normal work is affected but a workaround exists.
High: an important workflow is blocked.
Critical: widespread access, data, or security issue requiring urgent review.

Request A Feature

Open the question-mark menu.
Select Feature Requests.
Select Request Feature.
Enter a title, description, use case, and impact level.
Submit the request.

You can upvote existing requests and add comments instead of creating a duplicate request.

AI Assistance

The current Gemini integration supports internal support workflows:

Categorizing support tickets.
Estimating severity.
Estimating sentiment.
Summarizing feature requests.

Important Limit

The current AI integration does not provide migration advice, visa eligibility analysis, legal drafting, or document evidence assessment.