Case Management
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RED.Bz
Case Management
Retirement & Exit Documents · Belize
Flagged — requires attention
Open cases
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School / Department / UnitPosition Start DateEnd Date Data SourceVerification Notes
Postings are grouped by Employer / Management. Use Group verification on a management band to update every posting under it at once.
Declaration Forms — 3 forms per posting, each signed by a different individual
Management / Board School Period Form 1 — Signatory Form 2 — Signatory Form 3 — Signatory Overall Latest movement
Courier Log — every physical movement, linked to a posting or general
Date sent Recipient Posting Courier (out) Received Returned Courier (return) Status Notes
Client Intake Workflow

Walk through each stage to onboard a new client professionally. Progress is saved automatically.

1Inquiry
2Readiness
3Consultation
4Package
5Agreement
6File & Entry
7Complete
Stage 1 — Initial Inquiry Prospect
Step 1 of 7
Stage 2 — Document Readiness Assessment Documents Checklist

For each document, set Available (client has it, not yet submitted), Received (in RED.Bz possession), or N/A (not applicable to this client). These statuses carry into the client's case Documentation tracker when the file is created — flip Available to Received as documents are submitted.

Document Readiness: 0%
Tick the documents the client has available.
Personal Details Captured during consultation
Employment Details
Exit Status
Pension Option
Banking Information
Stage 4 — Service Package Selection Package

Select the service package that best fits the client's needs. This will populate the case type in the client record.

Stage 5 — Service Agreement FORM-SA-001

Select the deliverables included in this engagement, set the milestone dates, then generate the Service Agreement for signing. The agreement auto-populates from the client record and your business settings.

Scope of services — tick each deliverable included
Estimated timeline & milestones (optional)
Signing
Opens a printable agreement — use Print / Save as PDF to share with the client.
Stage 6 — Client File Creation & CMS Entry System Entry

Review the client details below then click Create Client in CMS to create the official case record and add the initial fee item.

What will be created:
  • A new client record in the CMS
  • An initial fee item for the agreed service fee
  • A follow-up log entry documenting this intake
  • The intake will be marked as Stage 6 — Complete
🎉

Client intake complete!

The client file has been created and is ready for case management.

All intake data has been saved to the CMS. You can now manage this case from the Clients tab.

Business & Representative

These details populate your name, title, and payment information across generated documents (Service Agreement, Onboarding Form, Progress Report). Set them once.

Backup & Restore Data

Export all your case data to a JSON file as a backup, or restore from a previous export. Use this before upgrading to a new version.

Bulk Import from Spreadsheet

Paste rows directly from your spreadsheet. Column order:
Employer / Management · School / Dept / Unit · Position · Start Date · End Date · Data Source · Verification Status · Verification Initials · Notes
Separate columns with a tab (copy/paste directly from Excel or Google Sheets). A header row is skipped automatically.
Data Source: Affidavit · Employment Letter · Service Record · SSB History  |  Verification Status: Not Started · Requested · Received · Verified