Welcome to your portal!
This portal is your go-to resource for everything related to PoseidonCLM. Whether you’re trying to understand how the system is structured, walk through a specific workflow, or get help fast, this space is here to support you.
Inside, you’ll find reference material for system objects, detailed user guides for common processes, and links to connect with the team. You can also book time to talk through an issue, or open a support ticket. Each page is designed to be simple, clear, and directly relevant to how you use the platform day to day.
- Join live office hours to get real-time help or learn from others (see right)
- Read through object documentation to better understand system records
- Use user guides to follow step-by-step workflows inside the app
- Explore the portal for more options
This portal is updated regularly as we document new processes and features and as your needs evolve. If you’re looking for something and can’t find it, let us know, we use your feedback to decide what to publish next. And don’t forget to check back often, new content gets added quietly but frequently.
Live Office Hours with Katie
Tuesdays & Thursdays
12:00 – 12:30 PM CST
These drop-in sessions are open to all PoseidonCLM clients. No pre-registration required. Bring your questions, share your screen, or just listen in and learn from others.
If this button is marked as access restricted, return to this portal using the link provided on your PoseidonCLM homepage.