Client Portal — Full Walkthrough
7:34Everything a claimant sees and does, top to bottom.
Everything you need to learn the RAD platform — watch by role, or grab the full manual. Videos stream in your browser; nothing to install.
New to the platform? Start here. These two end-to-end videos cover everything — otherwise jump to your role below.
Everything a claimant sees and does, top to bottom.
Admin, Case Manager, and Claim Analyst — how the team works together.
34 short, focused clips grouped by role. Jump to yours using the menu above.
Everyone starts here — signing in and your account.
How to sign in with your email, password, and the small math security check.
Review your profile and change your own password — the first thing new hires should do.
Set up and maintain the whole platform.
The most powerful screen: create every employee and set their access level.
Configure each state's rules and required documents; this drives what claimants must provide.
Manage the reference lists (dropdown choices) that classify every case.
Control who is allowed to view or download each class of sensitive document.
Where the e-sign Authorization Letter templates live; the client signing flow pulls from these.
Update certain in-app text and blurbs yourself, without calling a developer.
The firm's automated voice to clients: transactional email templates, settings, and a sent log.
Admins get direct access to claimant records under Operations.
A bird's-eye view of the entire caseload across the whole firm.
Day-to-day work on individual cases.
Your day starts here: the cases assigned to you, with a pending-files indicator.
The core analyst job: review each uploaded file, accept or deny it, and understand AI redaction.
The running internal record for a case — never seen by the claimant.
Your primary direct line to the client; messages appear instantly on their portal.
The structured way to get a specific fact from a claimant, on the record.
Bring clients on board and move cases forward.
Your home base: create claimants and approve their identity to unlock their portal.
The visual heartbeat: drag case cards across six stages to move cases forward.
The same caseload as a searchable list; also where you start new cases.
Directory of unclaimed-property owners and the heirs connected to each.
The business snapshot: projected revenue, fee totals, and account-status breakdown.
Your outbox and inbox for client communication quality.
Your compliance record for every electronic signature (ESIGN Act / UETA proof).
Everything a client does in the portal.
Logging in, submitting your photo ID, and the short view-only verification window.
Your progress track plus the things you care about most: entitlement, Claim ID, and next step.
Your list of claims; selecting a case drives everything below it on the page.
A quick confirmation of your case title, number, and status.
The most important action you take: upload the documents your claim needs.
Where you find files our team has prepared and sent to you.
Legally the most important thing you do: authorize a representative and e-sign the letter.
Chat directly with your case team and see your named analyst's contact card.
The anti-scam centerpiece: verify the company on official government and BBB sites.
Answer a question the team asked, and keep your own contact details current.