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Questions, answered · Relocation agencies

How can an agency show clients the status of their employees' cases?

Reviewed by the Settio team · Updated

Give each client a view of their people: active cases, what is waiting on whom, permits expiring and what has been billed. Clients trust what they can see, and fewer status calls free up consultants.

In detail

  • Active cases and next steps per employee.
  • Expiring permits.
  • Cases needing attention.
  • Billing for the month.

How Settio helps

Settio's Clients page shows each client's active cases, expiring permits, cases needing attention and the month's billing.

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Settio's dashboard (settio.io): every case, deadline and client in one place.
Settio's dashboard (settio.io): every case, deadline and client in one place.

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Informational only. This guide is not legal advice. Always verify requirements with official government sources before acting. Facts checked 24 October 2026. About this information

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