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The admin panel helps manage customer accounts and plans, ensuring a smooth experience for all parties. The scheduling feature helps clients provide better service to their customers by managing appointments efficiently. Overall, the application aims to make the legal proceedings related to heirship smoother and more efficient for all involved.
Features
Automated documents generation features helps the user to avoid paperwork.
Admin panel for user management.
Automated emails sent to the user’s id, alerting them to new trails, updates, or other relevant information.
Third party app integration to maintain marketing campaigns.
Analytic dashboard to monitor user performance and needs.
Challenges
Handling dynamic content for the different combination of policies.
The website will need to have robust security measures in place to protect customers’ sensitive assets information.
Following regulation as per US law in gathering user information.
Monitoring the user performance to provide better customer services.
Project Goals
- Document generation to go paperless.
- Ensure the users have a great UX through the plan selection flow.
- Seamless integration between the application and mail chimp for ensuring desirable marketing campaign.
- Building a robust application after a deep analysis against competitors in market.
- Data integrity and reliability.
Showcase
To find out more about how our cutting-edge solutions may help your company achieve actual results, get in touch with us right away.
My Plans
In My Plans all the my purchased and on-going plans will be listed. Here user will have the ability to put their plans in draft and continue at a later point of time.
Overview
User can review the details, click on trust name and see the details which he/she has filled.
Questionnaire Pending
The platform displays pending questions, such as drafts (incomplete questions) and offline payments. The admin can move the ready-for-print questions to the appropriate section by clicking the “move to ready for print” button. Drafts include all questions that the client has left incomplete, and offline payments can be moved to the ready-for-print section with a single click.
Ready For Print
It will show the all the question of which is the payment is online
What They Have to Say
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