Client Onboarding

New client intake

Capture a new claim and its onboarding documents. Once summons is issued the claim becomes Category C and can be instructed to LNS.

Claim & Client Details

All fields feed the LNS instruction pack when generated.

Matter Reference

Attorney

Client First Name

Client Surname

Identity / Birth Cert No.

Contact Number

Date of Accident

Injury Type

Date Lodged

Date Summons Issued

Hospital / SAPS (records source)

Onboarding Document Checklist

Tip: Documents marked required must be ticked before an instruction pack can generate for this claim.

Ready to Instruct

Instruct LNS

Category C & D claims. Select one or many, confirm, and generate the instruction pack — this raises a new instruction on the LNS side for a manager to assess.

0 claims selected

Records Tracking

Records board

Live status of instructions between MED and LNS. When records are received, the claim flips to “package complete — can now instruct medical.”

New Instruction0

LNS Assessing0

Records Received0

This board is a working prototype. In the live system, “New Instruction” is created when you generate a pack, a manager moves it to “Assessing,” and LNS pings back to “Records Received,” which saves the records into the client dataset.