Describe the process
Walk us through the forms, records, staff roles, and systems involved.
Review a relevant demonstration
See the work and discuss how the selected portal fits your process.
Confirm scope and responsibilities
Identify inclusions, configuration, custom work, and the county’s role.
Configure and prepare
Agree data preparation, access setup, testing, and training.
Train staff and begin
Launch the agreed workflow and confirm support arrangements.
Your team and our team
Your county identifies the process owner, provides appropriate forms and samples, defines review and access responsibilities, and participates in testing. The implementation discussion covers configuration, data preparation, access setup, training, launch, and support.
What affects timing
Timing depends on the selected scope, the condition and volume of records, configuration, integrations, county review, and staff availability. Agree responsibilities and a delivery plan before committing to a launch date.
Use the preparation checklist Start wherever your department is Start at any stage. Choose the work that matters now and explore your next step when you’re ready. Turn paper records into organized digital information. Move forms, requests, and staff work into a trackable online process. Discuss practical ways to help staff with routine information work. Your next step starts with a conversation We’ll help you explore a practical starting point for your department.A digital foundation.
A path that fits your county.Digitize
Operate
Add Assistants
Bring us one workflow you want to improve.