Run a demo app locally before building. See full setup instructions for ngrok and environment configuration.
Choose your integration channels
Document upload is a fallback within any channel, not a separate integration. When a client cannot connect their payroll provider, Bridge offers document upload automatically. See Document Processing for supported document types.
Combine channels
Most agencies use multiple channels to reach clients across different touchpoints:- Customer Portal + Caseworker: Clients self-serve through the portal. Caseworkers send follow-up links to those who didn’t complete verification.
- Caseworker + Contact Center + In-Person: Caseworkers send links proactively. Contact center agents send links during calls. Office visitors scan QR codes.
- All channels + Renewals: Use any channel for initial verification. Automate data refresh at recertification time — only re-engage clients whose sessions have expired.
Next steps
Customer Portal
Embed verification in your client-facing benefits portal
Caseworker Portal
Send verification links, manage contact center, and in-person flows
Sandbox Testing
Test with government-specific scenarios
Embedded Orders Guide
Full implementation guide for order creation, Bridge, callbacks, and data retrieval