Your dashboard,
your way.

Advocates handling 20+ active claims need to know at a glance what's due, what's stalled, and what needs follow-up. Veteran Overview replaces the notebook full of Post-it notes with a structured, private dashboard.

Advocate-Only Feature

Veteran Overview

One view of everything that needs attention across your active clients: open claims, pending actions, and document status for each veteran. Alerts, reminders, and notes live directly within each veteran's profile — so context stays with the case, not in your inbox.

Everything at a glanceClaims, actions and documents per veteran

See open claims, pending actions, and document status for each veteran in a single view — no digging through folders or email threads.

Alerts & remindersNever miss a deadline

Create alerts and reminders tied to specific claims or documents. Due dates surface on the dashboard before they become problems.

Notes that stay with the caseContext in the profile, not your inbox

Add internal notes directly within a veteran's profile. When a case is handed over or picked up months later, the context is right there.

Organised, on-device, privateClient caseloads never touch a server

Designed for advocates managing multiple clients — every profile, note, and reminder stays on-device. No cloud, no accounts, no data egress.

Veteran Overview dashboard showing open claims, actions and reminders