01 / The work
Turn the next step into scheduled work.
Enrollment reviews, creditor callbacks and document follow-ups have different owners and dates. SettleLift’s prototype links appointments to the client and to a follow-up task, keeping work visible beyond a calendar square.
02 / The process
Keep work, dates and responsibility together.
- Choose a calendar date to prepare an appointment and prefill the selected day. Link the synthetic client and record the purpose.
- Save an appointment with its related task and demo alert. Review unread notices separately from completed tasks.
- Cancel the appointment when plans change and close its linked task. Keep the case context available for rescheduling.
03 / Context & decisions
What stays connected
Keep the appointment purpose, linked case and responsible person together. Rescheduling and cancellation should update the associated follow-up. Reminder settings in the preview are preferences; live delivery remains connection work.
Current scope & remaining work
04 / Product status
What you can explore today.
- Working preview
- Date selection, appointments, linked tasks and cancellation handling.
- Prepared backend
- Tenant-scoped appointment and task records.
- Connection work remaining
- Scheduled reminders, calendar synchronization and delivery confirmation.
05 / Common question
Will choosing a reminder time send an alert?
Not in the current preview. A preference remains local until a verified server scheduling and delivery service is connected.