DutyClaims Docs
Workspace Guides

Choose the guide that matches how you use DutyClaims.

These guides are written for humans using the product, not for developers reading raw API contracts. Start with your portal role, then move into the exact pages and workflows you use every day.

Portal role: importer

Importers and claim owners

Use the importer workspace to onboard the company, create claims, manage documents, and coordinate with brokers or attorneys from one portal.

Workspace /dashboard17 screenshot-backed walkthroughs
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Portal role: broker

Brokers and broker operators

Use the broker workspace to register the brokerage, work the client queue, invite importers, and manage commissions, payouts, and API keys.

Workspace /broker/dashboard8 screenshot-backed walkthroughs
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Portal role: partner_admin

SaaS partners and partner admins

Use the partner-admin workspace to configure the hosted tenant, prepare branding and launch data, and understand the customer-safe hosted flow the SaaS partner is operating.

Workspace /partners/setup5 screenshot-backed walkthroughs
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Portal role: attorney

Attorneys and firm team members

Use the attorney workspace to onboard the firm, manage representations, run deadlines, work matters, move protests and CIT matters through explicit legal-operating tracks, and control bounded external matter sharing.

Workspace /attorney/dashboard26 screenshot-backed walkthroughs
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Portal role: admin

Admins and case managers

Use the admin and internal-ops workspaces to run approvals, work the claims pipeline, manage diligence and seller data rooms, inspect partner readiness, debug delivery health, and publish updates.

Workspace /admin/analytics30 screenshot-backed walkthroughs
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How to use these guides

  1. Pick your portal role first. Importer, broker, partner-admin, admin, and attorney users each have different landing pages and responsibilities.
  2. Use the route hints to recognize where you are in the product, even if you arrive from bookmarks or email links.
  3. When screenshots are available, use them to match the guide to the actual live UI labels you see in the app.

Important distinction

External partner types such as saas_partner, forwarder_or_tms, and service_provider are not end-user portal roles. They are API tenant types. For white-label SaaS partners, the human operating role is partner_admin. If you are building an integration instead of operating the workspace, go to the developer section.

Workflow ownership

  • Admin guide

    Diligence analyst, seller data-room, and partner-operations workflows live here because they are operator-owned tracks, not separate signed-in personas.

  • Attorney guide

    Secure external matter-share recipients are covered here because the attorney team controls what is shared, and those recipients do not become full portal users.

  • SaaS partner guide

    White-label setup and launch live here because SaaS partners now have a dedicated `partner_admin` workspace, while the underlying tenant type still belongs to the developer and integrations model.