Guide
Choosing your first county workflow
Find a process with a clear owner, a useful outcome, and a manageable starting scope.
Read the guideChecklist
Preparing for a portal discussion
Bring forms, staff roles, nonconfidential samples, and the questions your team needs answered.
Read the checklistTechnical review
Questions about security and data
Make your IT and records conversation specific, from access to exports and ownership.
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Watch the existing county overview
Your next step starts with a conversation
Bring us one workflow you want to improve.
We’ll help you explore a practical starting point for your department.