Active principals, family-office contacts, and authorised case managers sign in to the live engagement record. Documents, decisions, family communications, plan cascade, and the daily reflection log — for the people the engagement actually concerns.
Each portal opens to the view appropriate to who you are. The case manager sees the full operating dashboard. The principal sees their own engagement and reflection space. The family member sees the position document and the decisions in front of them.
A live working space for the family member who has authority on the engagement. Where the principal is. Three paths forward, with probability and cost. The decisions that need your input. Weekly status updates with space for your responses. The communications log.
Your space. Today, this week, this month. Your goals with progress markers. Your daily reflection. Messages from your case manager. Resources. A daily check-in: mood, energy, sleep, hope, and one note. It takes thirty seconds and it tells your case manager how to support you tomorrow.
The full case file. Plan cascade, reflection log, family communications, methodology reference, transcript quote bank, document library. The professional surface that runs the engagement day-to-day. With audit trail and reflection-density heatmap.
An anonymised live portal showing a real engagement currently under Avina case management. Walk through the three views. Open documents. See how decisions, reflection, and family communications work in one connected surface.
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