Managed case
See what CCD does after you send us a case.
This example shows the administrative work CCD performs and records for the client. The client is not expected to maintain this view. It is a composite fictional demonstration — not a client, real property, official record, legal conclusion, or engineering opinion.
Your live view, maintained by CCD
Composite demonstration — identity and dates changed
Case Control Demo
Harbor Vista Condominium
Miami-Dade County · 168 units · 14 stories · Illustrative active recertification and repair workflow
Last updated today at 9:15 AM
Primary status
Board decision required in 5 days
Secondary status
3 blockers need an owner response
Today
Next controlling event
Board vote on repair phase
Due in 5 days
Primary blocker
Engineer revision not yet received
Blocks final permit package
Open owners
3 people owe an update
Engineer, permit applicant, board liaison
Board readiness
Packet 6 of 8 items ready
Two review items remain
Priority actions
01
Receive signed engineer revision
Blocked- Owner
- Structural engineer
- Due
- August 1
- Blocker
- Final signed revision not received
- Required evidence
- Signed and sealed revision PDF
- Next follow-up
- CCD will request the signed engineer revision today at 2:00 PM and record the response.
02
Match permit intake receipt to the case
Waiting- Owner
- Permit applicant
- Due
- August 3
- Blocker
- Intake number exists but receipt is not in the case room
- Required evidence
- Portal receipt and application number
- Next follow-up
- CCD will call the permit applicant tomorrow at 10:00 AM and attach the receipt when received.
03
Approve contractor repair phase
Board decision- Owner
- Board liaison
- Due
- August 5
- Blocker
- Final bid comparison needs attorney and engineer review notes
- Required evidence
- Approved motion and signed proposal
- Next follow-up
- CCD will assemble the decision page after the attorney and engineer review comments arrive.
Board update
The update the manager can send today
What changed after one working session
Before CCD
- 26 documents across inboxes and shared drives
- Six people discussing the same project in separate threads
- Permit status copied manually into board notes
- No single owner for the next agency-ready package
After one working session
- Three verified blockers
- One owner and due date for every open action
- Supporting evidence attached to each status
- Board update ready without reconstructing the project again
Team and responsibility map
Condo Compliance Desk
Owns the authorized coordination loop: outreach, scheduling, document collection, follow-up, receipt tracking, and status updates.
Property manager
Approves access, confirms priorities, and routes board-authorized decisions.
Board liaison
Owns August 5 decision and approved motion
Attorney
Reviews contract and board-action language
Engineer
Owns signed technical revision
Contractor / permit applicant
Owns permit receipt and mobilization documents
Insurance professional
Confirms requested repair-status documentation
CCD performs the authorized administrative follow-through. The board, property manager, and licensed professionals retain their respective decisions and professional responsibilities.
Sprint outcome
What the Case Control Sprint leaves behind
- One authorized source room
- One requirement and deadline register
- One responsibility map
- One follow-up and receipt log
- One current board/manager update
- One explicit next-decision list