PocketParaplanner
ProductThe adviser workspace for organising case information, documents and review work, connected to the UpCheckGo client experience.
Testing (stage 5 of 7)
Product
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Upload. Check. Go.
The client-facing experience connected to PocketParaplanner, helping clients provide information and documents with less back-and-forth.
Status: TestingTesting (stage 5 of 7)
No public link yet.
Illustration
What it is
UpCheckGo is the client-facing side of PocketParaplanner. Clients use the developing experience to provide information, share documents and complete their part of a case, while advisers organise and review the work in PocketParaplanner.
Why it exists
Gathering documents and information can mean repeated questions and chasing. UpCheckGo aims to make that part clearer for clients and their advisers.
Where it’s at
Testing. Being tried out, broken and fixed.
The connected client and adviser workflows are undergoing testing. Newer mobile interactions remain in prototype development, and public access is not open.
What we’re aiming for
- Refine document collection, client steps and the handover to the adviser workspace.
The direction of travel, not a promise. Plans change as things get built.
UpCheckGo is workflow software. It does not give advice — advisers do.