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🛠️ Technical Tips for Your Workflow
🎥 Watch: Using YCP on Web and Mobile (Loom video coming soon)
📩 Step-by-Step Guidance
Your Case Plan is designed to work across web and mobile, giving flexibility to both professionals and clients.
Web + Mobile Options
Clients can use Your Case Plan without downloading the app.
👉 app.yourcaseplan.com
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Works on any phone browser
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No app store login required
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Helpful for clients with limited storage or older devices
When to Recommend the Web Version
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A client doesn’t have space to download an app
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A client is using a shared or temporary device
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A client prefers browser-based access
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You need quick access during an appointment or court prep
🛠️ Tip for Professionals
If a client is having trouble logging in or downloading the app, share the web link first. This removes barriers and helps clients stay engaged immediately.
Dashboard Tips for Staff
The YCP dashboard helps you quickly see where follow-up is needed. At a glance, it shows:
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Missing client information
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Upcoming events
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Overdue tasks
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Invitations with no response
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Clients who may need follow-up
🛠️ Pro Tip:
Use your dashboard as an engagement prompt, not just a status view. Each alert is an opportunity to check in, send a message, or offer support.