Client portal application
Submit every field in the authenticated client application form and understand the generated summary and timeline.
Open the client Licence Applications list
Review licence cases owned by the signed-in customer.
Open guide →How-to guideStart a new client licence application
Open and submit the authenticated application form.
Open guide →How-to guideUnderstand the generated portal application summary
Know how intake details are combined into application_summary.
Open guide →How-to guideUnderstand the default portal progress note
Know what happens when Additional notes is empty.
Open guide →How-to guideUnderstand portal case creation events
Verify both the model creation event and landlord-submission timeline event.
Open guide →How-to guideComplete the client Service type field
Enter the requested licence-application service.
Open guide →How-to guideComplete the client Licence type field
Enter the licence type requested.
Open guide →How-to guideComplete the client Linked property field
Select an available property when shown.
Open guide →How-to guideComplete the client Authority name field
Enter the relevant licensing authority.
Open guide →How-to guideComplete the client Property address or reference field
Enter enough information to identify the premises.
Open guide →How-to guideComplete the client Outcome required field
Describe the intended licence outcome.
Open guide →How-to guideComplete the client Rooms or units details field
Describe relevant rooms, units or occupancy details.
Open guide →How-to guideComplete the client Target submission date field
Enter the preferred submission target.
Open guide →How-to guideComplete the client Preferred contact method field
Choose how the consultant should contact you.
Open guide →How-to guideComplete the client Previous application position field
Select the most accurate history.
Open guide →How-to guideComplete the client Urgency or deadline reason field
Explain any statutory, authority or operational deadline.
Open guide →How-to guideComplete the client Main application summary field
Give the full instruction and circumstances.
Open guide →How-to guideComplete the client Supporting document notes field
List available or expected evidence.
Open guide →How-to guideComplete the client Additional notes field
Add other information suitable for the case timeline.
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