I think it would be great for us as business owners/investigators and our client to be able to log in and see some information relevant to their case.
I have tried this by creating a guest account for the client, but the information available to the guest account is very limited.
Perhaps there could be a client security level or profile that would allow the client to see the following at a minimum.
1. Retainer paid or budget allocated
2. The balance of retainer or budget remaining
3. Case notes
4. Uploaded documents and reports
5. Status of case
6. The assigned investigator with their contact information
What do you think...possible?