Each subscriber receives a unique UWC-XXXX-XXXX license key in their welcome email.
When they open CaseFlow, the system contacts licenses.json on your server to verify the key is still active.
Active key ' CaseFlow opens normally.
Deactivated key ' CaseFlow shows an expired screen immediately.
Offline ' 7-day grace period, then blocked.
After making changes below, click "Export licenses.json" and upload the file to your Netlify site to activate the changes.
License Key
Subscriber
Organization
Status
Expires
Actions
Upload the exported file to your Netlify site root to activate changes instantly.
" Select Local / Subscriber
Choose a subscriber to configure their specific CBA articles, milestones, and user seats.
Agency & Office Info
Add each location separately. Format: FTW, TX or Houston, Texas. Press Enter or click + Add.
Select a saved CBA " all case types and milestones load instantly into this subscriber's config.
These appear in the Program Office dropdown for every case. New offices from a CBA template are merged in " no duplicates.
' CBA Template Preview
Preview only " no changes made yet. Click ... Apply to Config to load these case types into this subscriber's configuration, then hit Save & Push.
- CBA Case Types & Milestone Timelines
Configure each case type with its CBA article reference and day-count milestone deadlines.
Select a subscriber to load their CBA configuration.
' How Local CBA Config Works
Each subscriber gets their own configuration stored to their profile. Edit any case type's article reference and milestone day-counts, then click
"Save & Update Portal" to push it to their account.
Use "Export Config File" to download a config-sub[id].json " share with the subscriber to apply in CaseFlow.
HUD defaults are pre-loaded for the first local. New subscribers from DOA, USDA, DOD, etc. start with a blank slate " you build their articles and timelines here from scratch.
" CBA Configuration Library
Save completed CBA configs as reusable templates for other locals. Load any template into a new subscriber's Local Setup instantly.
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No templates saved yet
Configure a local's CBA in the Local Setup tab, then save it here as a reusable template.
Connect with Council
Link this local to a parent council. When connected, the council can import your shared reports to track activity, trends, and case status across all participating locals.
' Regional Vice President (RVP)
What to share with council:
" Generate Council Report
Generate a shareable JSON report for your connected council. Send this file to your council administrator to import into their council dashboard. Only the data you've approved above will be included.
Configure what data to share and save settings above
Click "Download Council Report" to generate a report file
Email or share this file with your council administrator
Council imports the file into their Council Dashboard
Repeat whenever you want to update the council's view
Individual case details, employee names, and case notes are NEVER included in council reports. Only summary statistics and approved metadata are shared.
Council Activity Feed " What's Happening at Your Council
See what matters are being handled at the regional or national council level. Import a council summary report shared by your council administrator to view national trends, active case volumes, and regional priorities " so you can make informed decisions about whether to file locally or escalate.
No council report imported yet. Ask your council administrator to share a council export, then click "Import Council Report" above.
" Active Cases " Council Connection Live View
Cases and GOP/RFI matters currently shared between this local and connected councils. Updates live from your portal data.
Click Refresh to load live council activity from this portal.
"" Reminder Dashboard " Admin Access
Open the Reminder Dashboard for your own use. Set case follow-ups, filing deadlines, and internal reminders " separate from subscriber data.
' Stripe Bundle Payment Links " One Charge Per Subscriber
Best approach for one charge: Create bundled Stripe Payment Links that combine the base plan + add-on(s) into a single subscription. That way the subscriber has one card charge covering everything. Create these in your Stripe dashboard ' Products ' Payment Links. Below, paste the correct link per bundle and billing cycle.
"" Reminder Dashboard Add-On
+ Monthly Bundle $5/mo
+ Annual Bundle $60/yr
"Sec. Communications Hub Add-On
+ Monthly Bundle $5/mo
+ Annual Bundle $60/yr
Both Add-Ons Bundle
+ Monthly Bundle $10/mo
+ Annual Bundle $120/yr
Subscriber Add-On Status
Select each subscriber's add-on bundle and billing cycle. The correct Stripe link will be shown to share with them.
Your personal admin task list " separate from subscriber reminders. Assign to yourself or any local's seat holders.
New Reminder
Stripe Dashboard Integration
Your payment processing, subscription management, invoice generation, and financial reporting all live in your Stripe Dashboard. Use the links below to manage payments directly " Stripe is the source of truth for billing.
Each payment link creates a Stripe recurring subscription " locals are only billed once per cycle (monthly or annually) until they cancel. Manage all subscriptions at dashboard.stripe.com/subscriptions.
"Sec. Admin Configuration
Admin Email
Admin Password
Credentials stored locally in your browser. For production, replace with server-side authentication.
Add Subscriber
Phone (optional)
" Seat User Emails & Access Levels
Seat 1 = primary account holder above
Each seat holder will receive their own login code and an invitation email with access to the portal, a quick overview of the system, and support contact information.
Stored on record for admin reference. The member accesses council view directly from their dashboard " no code entry needed.
Sec. Invoice Delivery Details
Stewie AI " Anthropic API Key
Each subscriber uses their own Anthropic API key for Stewie. They pay Anthropic directly for their usage " you are not charged. Leave blank to disable Stewie for this workspace. Get a key at console.anthropic.com
... Subscriber Saved
" - Link to Council
Connect this local to a parent council. The council will be able to see summary data shared by this local.
Sec. Generate Invoice
"' Council Login Code
Share this code with the council administrator. They use it to log into council.html.
"' Login Credentials " Send to Subscriber
The code below is how this subscriber logs in to CaseFlow. Click "Sec. Send Login to email them their credentials automatically, or share the code manually.
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Contact & Account
Rep / Contact Name
Email
Organization / Local
Agency / Department
Program offices auto-populated from agency " click - to remove, or type below to add more.
Locations Covered
Account Status
Member Since
Phone (optional)
Notes
Admin Access Code (admin use only " survives password changes)
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Login Credentials (generated in Seats tab " always saved here)
Email
Password
No credentials yet " go to the Seats tab to generate login & password.
Subscription
Plan
Seats
Next Billing Date
Payment Method
Council Bulk License: Billing managed at the council level " next billing date not applicable here. Connect to a council invoice in Council tab.
This subscriber is a CouncilCouncils have visibility into linked locals' shared data and their own council dashboard.
Linked Locals
No locals linked yet.
Council Access Code
Login Code (share with council members)
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Council Connection
Connect with a Council
Linking to a council allows them to view the data you choose to share. You control exactly what is visible.
Currently connected to:
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Council Case Activity
Matters being tracked at the council level. Click the panel to expand activity details.
Information Shared with Council
Choose what your council can see when viewing this local's data. Only checked items are visible. This local controls these settings.
Login Seats & Access Codes
New Seat
Name
Email
Access Level
Council Dashboard Code
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Share this code with council members to access the council dashboard.
CBA Case Types & Milestones
Click a case type to expand its milestone timeline.
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No CBA configured yet.
Load from the library to instantly apply case types and milestones, or open the full editor.
" Load from CBA Library
Billing Details
Plan
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Seats
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Base Rate
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Estimated Total
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Next Billing Date
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Payment Method
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Billing Email
Mailing Address
Config Preview
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Admin Case Audit
Read-only view
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