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- Citizen Service Portal
- Get started
Get Citizen Service Portal running in four steps.
Prepare a service, a team and a real case rehearsal.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Citizen Service Portal. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Citizen Service Portal in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Get started to create an ERP.AI account and open Citizen Service Portal. Give the administrator responsibility for the first organization and public service. Review the roles before assigning operational access.
Prepare the first operating cycle
Choose a service definition with a policy reference, an operator, an independent reviewer and a real example of the documents and requirements staff expect. Enter a Draft application, submit it, verify evidence and review its frozen revision. Follow a decided case through the operation trace to its delivery reference.
Review before release
Rehearse a returned decision, a failed or uncertain operation, and a correction after delivery. Confirm the next person can identify the owner, source revision, reason and outstanding action from the case records. Use the implementation plan to organize that rehearsal.
Set up Citizen Service Portal your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.