DutyClaims Docs
Task Management

Your todo panel is your workspace compass.

Every role in DutyClaims has a built-in task panel that tracks exactly what needs to happen next. Rather than navigating manually, you can open the panel and click any active item to jump straight to the right page. The list adapts automatically as your account state changes.

Workspace GuidesImporter GuideAttorney Guide

How the panel works

A floating button appears at the bottom-right of every authenticated page. It shows a badge with the number of open steps remaining for your role. Clicking it opens a slide-out checklist grouped by category.

  1. Open the panel — click the floating button or press the keyboard shortcut. The badge count tells you how many non-complete items remain at a glance.
  2. Find your current step — items with Current status are highlighted and clickable. Each one links directly to the page where the action lives.
  3. Click to navigate — clicking a current item sends you to the correct form, upload page, approval screen, or document slot without needing to know the URL.
  4. Watch it close automatically — when the platform detects the action is complete (form submitted, document uploaded, field saved), the todo transitions to Complete and the next one becomes active.

Status lifecycle

Current

The step you should act on right now. Clicking a current item takes you directly to the right page.

Upcoming

Ready to start once you finish the current step. Visible so you know what is coming next.

Locked

Waiting on a prerequisite you have not completed yet, or on an action by another party.

Complete

Done. The platform verified the state and closed this item automatically.

The platform transitions statuses automatically. You never manually mark a todo complete — the system detects the state change and updates the panel the next time it recomputes.

Priority levels

Required

Blocking. You cannot move forward meaningfully without this. The panel highlights these first.

Recommended

Strongly advised. Skipping these usually degrades your workflow or triggers follow-up friction.

Optional

Available when you are ready, but the platform can operate without it.

Categories

When your checklist spans more than one section, items are grouped by category so you can see which area of the product still needs attention at a glance.

CategoryWhat it covers
onboardingAccount setup and profile completion steps.
claimsActive claim creation and tracking actions.
documentsMissing or pending documents for specific claims.
brokerBroker registration, client management, and payout steps.
diligencePortfolio and data-room work for buyers and analysts.
operationsOperator-level tasks: approvals, pipeline hygiene, email issues.
accountSettings, agreements, and credential-level actions.

Todos by role

The panel automatically detects your portal role and shows only the todos that apply to you. You will never see todos for a different role.

Importer

/dashboard

Walks you through company registration, uploading your first claim, delegating a broker, signing your agreement, and uploading required documents. The three-step onboarding sequence is gated sequentially.

TaskPriorityCategoryDestination
Complete company registrationrequiredonboarding/onboard
Add your import profilerequiredonboarding/onboard/import-profile
Confirm eligibilityrequiredonboarding/onboard/eligibility
Upload your first claimrecommendedclaims/dashboard/upload
Delegate a brokeroptionalbroker/dashboard/broker
Sign the representation agreementrequiredaccount/onboard/agreement
Upload entry summary (7501)requireddocuments/dashboard/claims/{id}/documents
Upload commercial invoicerequireddocuments/dashboard/claims/{id}/documents

Broker

/broker/dashboard

Tracks firm registration, payout account setup, client onboarding, and any open client bids or delegation requests. Document-related todos surface when a client claim is missing paperwork.

TaskPriorityCategoryDestination
Register your firmrequiredonboarding/broker/register
Set up payout profilerecommendedbroker/broker/dashboard/payouts
Add your first clientrecommendedbroker/broker/upload
Review pending bidrequiredbroker/broker/clients/{id}
Request client delegationrecommendedbroker/broker/clients/{id}
Upload client claim documentsrequireddocuments/dashboard/claims/{id}/documents

Attorney

/attorney/dashboard

Covers firm onboarding, docket and conflict checks, evidence gap resolution, and intake queue management. Urgent docket items and conflicts are always marked required and surfaced first.

TaskPriorityCategoryDestination
Complete attorney onboardingrequiredonboarding/attorney/onboarding
Review urgent docket itemsrequiredoperations/attorney/docket
Clear conflict checkrequiredoperations/attorney/conflicts
Resolve missing evidencerecommendeddocuments/attorney/dashboard
Review intake queuerecommendedoperations/attorney/queues
Review representation dashboardoptionaloperations/attorney/dashboard

Admin

/admin

Surfaces operator-level pipeline work: broker approvals, payout readiness, email delivery failures, and claim pipeline health. These are recalculated on a schedule and cleared automatically when resolved.

TaskPriorityCategoryDestination
Approve pending brokersrequiredoperations/admin/brokers?tab=pending
Confirm broker payout readinessrecommendedoperations/admin/brokers?tab=active
Resolve email delivery issuesrecommendedoperations/admin/email
Review claim pipelineoptionaloperations/crm

Buyer (Diligence)

/diligence

Guides portfolio creation and data-room completion. Once a portfolio has a report, the item transitions to complete and the report todo surfaces in its place.

TaskPriorityCategoryDestination
Create your first portfoliorequireddiligence/diligence/portfolios
Complete data room submissionrequireddiligence/data-room/{id}
Review diligence reportrecommendeddiligence/diligence/portfolios/{id}

Analyst

/diligence/manual-review

Tracks the manual review queue and any running bulk jobs that need attention. Queue items are dynamic and recomputed as new work arrives.

TaskPriorityCategoryDestination
Work manual review queuerequireddiligence/diligence/manual-review
Monitor bulk jobrecommendeddiligence/diligence/portfolios/{id}

Use todos as your primary navigation

If you are new to DutyClaims, you do not need to memorize the route structure. The todo panel always surfaces the right next step and links to it. This is especially useful for:

  • Onboarding sequences — multi-step flows like importer registration or attorney onboarding are gated in order. The panel shows you exactly which step is next and which are still locked.
  • Document gaps— when a specific claim is missing a 7501 or invoice, the todo links directly to that claim's document slot, not just to the documents section generally.
  • Urgent queue items — attorneys with docket urgencies and admins with pending approvals see required items at the top of their panel so nothing gets buried.
  • After a long absence — if you have not logged in for a while, opening the panel gives you an instant status readout without hunting through pages manually.

What the panel does not replace

Todos track actionable next steps, not history or full record browsing. A few things you will still navigate to directly:

  • Reading past claims or completed matters — use the Claims or Matters list pages.
  • Detailed settings changes — use the Settings section accessed from your account menu.
  • Admin analytics or reporting — the admin section has dedicated dashboards that fall outside the todo scope.
  • Browsing the API or developer tools — those live in the developer section of this docs site.
The badge disappears entirely when all your current todos are complete. A badge of zero means there is nothing blocking you right now.

Step counts and estimated time

Some todos include a step indicator (for example, Step 1 of 3) and an estimated time. These appear on multi-part flows like importer onboarding and attorney registration where the total expected effort matters for planning. The platform computes these from your actual progress, not from a static template — so if you have already completed part of a flow, the step count reflects that.