Welcome to the CAS Online Portal
The CAS Online Portal is a revolutionary digital platform designed to streamline and enhance the collaboration between consultants, clients, agents and Community Business Development Corporations (CBDCs). This all-in-one solution allows for seamless, paperless management of CAS files from start to finish, ensuring a more efficient and transparent process for everyone involved.
Key Features of the CAS Online Portal
Tailored Portals:
The CAS Online Portal offers customized access for consultants, clients, agents, and CBDCs, ensuring that each user group has a tailored experience that meets their specific needs.
Agents:
Access and manage all CAS-related tasks efficiently, from overseeing client requests to leaving ongoing notes on consultant profiles that other CBDCs can see, ensuring seamless communication and collaboration.
The CAS Online Portal offers customized access for consultants, clients, and CBDCs, ensuring that each user group has a tailored experience that meets their specific needs.
Clients:
Create your business profile, submit service requests, sign documents electronically, and complete necessary evaluations—all from your personalized portal.
Consultants:
Apply to become an approved consultant, modify your profile, sign documents digitally, and manage your engagements with ease.
CBDCs (admins):
Oversee the entire process, from the approval of consultant applications to the management of client requests, all within a centralized, paperless environment.
Comprehensive Management:
Paperless File Management:
Handle CAS files digitally, from the initial request through to completion, reducing paperwork and increasing efficiency.
Evaluations Repository:
Store and access all evaluations in one secure location, making it easy to track progress and outcomes.
Customizable Reports:
Generate reports that meet your specific needs, allowing for better analysis and decision-making.
Advanced Features:
Request and Business Overview:
View all requests and businesses associated with a client in one place, providing a comprehensive understanding of each case.
Consultant Application Management:
Approve or decline consultant applications based on your specific criteria, ensuring only the best consultants are available to clients.
Consultant Ratings:
Rate each CAS a consultant completes, with an overall average rating visible to help maintain high standards.
Ongoing Notes:
Agents can leave ongoing notes on consultant profiles, which are accessible to other CBDCs, promoting better communication and collaboration.
Flagging System:
Easily flag consultants who fail to meet the required standards, ensuring quality across the board.
Budget and Role Management:
Manage budgets and roles effectively within the portal, allowing for better resource allocation and accountability.
Next Steps to Sign Up and Use the CAS Online Portal
Visit the CAS Online Portal: Visit the dedicated website page to get started.
Create an Account: Whether you’re a consultant or a client start by creating your account on the platform. Each user will be guided through a tailored registration process specific to their role.
Sign up today!
Complete Your Profile:
Clients: Set up your business profile and start submitting requests for consulting services.
Consultants: Apply to be listed as an approved consultant, upload your credentials, and start managing your engagements.
Agents: Configure your profile to manage client requests, oversee consultant interactions, and maintain ongoing notes accessible to other CBDCs. This setup ensures you have all the tools necessary to efficiently handle CAS-related tasks.
CBDCs: Begin managing consultant applications, client requests, and all other aspects of the CAS process.
Explore the Features: Familiarize yourself with the platform’s features, from managing files and budgets to generating custom reports and viewing evaluations.