Features

Everything you need to
navigate what's next

Personalized guidance, step-by-step checklists, deadline tracking, document management, and a dashboard that keeps it all organized — so you can focus on moving forward.

Describe what's happening — in your own words

No forms. No intake paperwork. Just describe your situation and Lumeway organizes your next steps. It asks clarifying questions, provides starting-point letter templates, explains common forms, and tells you when you need a professional.

Personalized checklists

Letter templates

Form explanations

Professional referrals

Your personal command center

Log every phone call, form you filed, and appointment you attended. Your dashboard becomes a record of everything you've done — so when someone asks "did you submit that?" you always have the answer.

Activity log — track calls, forms, and appointments

Quick links to government resources for your state

Every conversation saved for reference

Notes, documents, and deadlines all in one place

Know exactly what to do first

When everything feels urgent, it's hard to know where to start. Your checklist breaks it down — what to handle this week, what can wait until next month, and what to plan for down the road.

Tasks sorted by immediate, short-term, and long-term

Built for your specific transition — not generic advice

Track your progress as you check things off

Documents you need to gather listed alongside each step

Never miss a deadline again

COBRA has a 60-day window. Unemployment has a filing deadline. Probate has court dates. Your calendar fills in automatically based on your conversation, so critical dates don't slip by.

Deadlines from your conversations show up automatically

Enter a key date and calculate every deadline from it

Click any day to see details — who to call, what to bring

Add your own appointments and important dates

Ready to find your way through?