2. Requests: Use Cases

Use Case #1: Managing Service Inquiries

Suppose you offerYour consulting services, and potential clients contact you through yourfirm’s website byhas submittinga requests“Request fora consultations.Consultation” Theseform. requestsWhen cana beprospect processedfills withinit theout, Requestsa module.new Each requestRequest is created, automatically linked to thetheir respectiveClient client,profile along(or withcreated anyanew). relevantAll informationattachments—project suchbriefs, asbudgets, attachedprevious documents,correspondence—are makingstored itin easythat toRequest’s trackthread, so sales and managedelivery ongoingteams communications.can efficiently follow up.

Use Case #2: Ticket System for Customer Support

YouTreat caneach support ticket as a Request. Assign tickets to your Support Desk, set priorities (e.g., “Urgent – System Down”), and use the RequestsMessages modulefeature asto a ticketing systemask for yourdetails customeror supportprovide team.status Eachupdates. supportThe ticketSLA isdashboard processedflags asaging atickets, request,ensuring whereno aissue supportfalls specialist can communicate directly withthrough the client using the Messages feature. This allows you to track the status of each issue and ensure timely resolution.cracks.

Use Case #3: Handling Client Feedback and Suggestions

YouAfter onboarding or delivery, invite clients to submit feedback through the portal. Each piece of feedback becomes a Request—categorized (UI suggestion, process improvement, bug report), tagged for review by Product, and tracked through to implementation or response.

Use Case #4: KYC/AML Documentation Submission

Use Requests to collect Know-Your-Customer (KYC) documents. A client uploads passports, utility bills, or corporate documents as attachments. The AML Desk can utilizethen verify, request additional pages, and set the Request’s status to “Compliance Approved” once complete—maintaining a full audit log for regulators.

Use Case #5: Account Modification & Feature Requests

Clients often need changes to their account settings—new user invitations, permission tweaks, or portal feature requests. Each change request is handled through the Requests modulemodule: assigned to gatherthe IT or Product Desk, prioritized, and processcommunicated back to the client feedbackwith orprogress suggestions.updates Afteruntil completing a service or product sale, clients can submit requests containing their feedback or suggestions for improvements. These requests can be categorized and reviewed by relevant departments, enabling your company to continuously improve its offerings and client satisfaction.completion.