LifePath Portal – Product Overview

Dashboard

The Dashboard gives users a quick, personalized overview of their progress. It includes updates on goals, recent interactions, and upcoming tasks. Everything is organized for clarity so individuals know where they stand the moment they log in.

Goals

Users can define personal goals with their case managers and track them in real-time. Whether it's employment, housing, health, or education, each goal includes measurable steps and a timeline, encouraging progress through self-motivation and accountability.

Goals and Tasks

Users can add, update and complete tasks associated with any goal. If shared with a case masnagement platfrom, the status is updated in real time back to the case managers system. Everyone stays in sync and up to date.

Available Services

>LifePath automatically suggests relevant programs based on a person’s profile (e.g., age, location, eligibility). This streamlines discovery and prevents users from getting lost in a maze of disconnected offerings.

Support Team

The Support Team section gives individuals visibility into who is helping them—case managers, counselors, providers—and makes roles and responsibilities clear. Users can view contact details and team notes securely.

Contacting

Through secure in-app messaging, users can communicate with their support team. Notifications alert both parties to updates, keeping the conversation active and reducing administrative overhead.

Documents

Upload, view, and manage important documents like ID cards, benefit letters, or applications. Files can be marked as verified and are shared with the appropriate team members securely, saving time and effort.