Core Module

A portal your members will actually use

Self-service for members. Less phone calls for you. Claims tracking, dues visibility, and document access — all in one place that respects their time and yours.

Member Directory

Searchable directory with seniority tracking, status management, and bulk operations. Import, export, or merge records without spreadsheet headaches.

Onboarding Wizard

Step-by-step onboarding for new members. Collect information, assign roles, and get people up to speed from day one.

Claims & Grievance Visibility

Members can file benefit and insurance claims, track status in real time, and see updates without calling the hall. Transparency builds trust.

Dues Tracking

Members see their balance, payment history, and next payment date. Less confusion, fewer phone calls, better record-keeping for everyone.

Documents & Files

Upload, version, and share documents with approval workflows and retention policies. No more emailing attachments back and forth.

Communications

Messages, notifications, and subscription preferences for email and SMS. Reach members on their terms without spamming.

Engagement Dashboard

See participation metrics, activity trends, and communication effectiveness at a glance. Understand who's engaged and who needs outreach.

For Members

  • • See your claims and their status in real time
  • • Check your dues balance without calling the office
  • • Upload documents securely from any device
  • • Get notifications on your terms (email or SMS)

For Stewards & Staff

  • • Onboard new members with a guided wizard
  • • Bulk import/export member records
  • • Track engagement and identify disengaged members
  • • Manage documents with version control and approvals

Ready for a portal that works?

We're piloting the member portal with Canadian unions. See how it handles your real workflows.