Welcome! Choose a password to finish setting up your account, then you'll be signed in.
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Full Service Access Required
This dashboard is for Full Service members. Your current membership is Standard (Self-Analysis Wizard). To access full case management, upgrade to Full Service.
Your advocate will post the first case update once the intake review is complete. This typically occurs within one business day of your enrollment.
Open Tasks
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No open tasks
When your case manager assigns action items for you to complete, they will appear here.
Your Case
Case Status Feed
Updates posted by your advocate as work progresses. Most recent first.
Important Dates
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No dates yet
If you have a court date or a deadline, use “Report a date” so your team can track it.
Tell your team about a court date or deadline — they’ll see it right away.
Please confirm this is correct:
Regulatory Complaints
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No complaints filed yet
When your advocate files a complaint with a regulator on your behalf, it will appear here with its status and details.
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No updates posted yet
Your advocate will begin posting case status updates once the intake review is complete. Check back within one business day.
Action Items
My Tasks
Items your case manager needs you to complete. Blocking tasks must be resolved before your investigation can advance.
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No tasks assigned yet
Your case manager will assign tasks here when they need information, uploads, or action from you.
Your Team
Messages
Send a question or a note to your case team. They will reply right here, and you will see when each message has been answered.
📞 Request a call
Tell us what you'd like to discuss. We'll review it and either send you a scheduling link or answer right here, whichever resolves it fastest.
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No messages yet
Use the box above to send your team a question or to let them know about something. Their replies will show up here.
Shared Files
Documents
Letters, demand packages, case summaries, and other materials your advocate has prepared or shared with you.
Files you upload go to your Member Uploads folder and are shared with your team.
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No documents shared yet
As your case progresses, documents your advocate prepares will appear here for you to review and download.
Billing
Invoices
Your invoices from Serv Inc. Click “Pay now” to pay securely — payments are handled by Stripe; we never see your card details.
Intake Record
My Case File
The answers you provided in the self-analysis wizard. This is the intake record your advocate is working from.
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Loading your case file
Retrieving your intake record.
Account
My Information
Keep your contact details current so your team can always reach you, especially if you move. Your mailing address and your property address can be different.
To change your sign-in email, please contact your team.
