Dashboard

Overview of client onboarding, workspace readiness and intake activity.

Total clients
0
Live from registry
Workspace initialized
0
Operationally ready
Pending setup
0
Need follow-up
Packages selected
0
Distinct package mix

Client overview

0 clients
Client ID Package Status Industry

Recent activity

Portal feed

Client registry

Client ID Package Workspace Start date Industry

Create new client

Onboarding

What this does

Workflow scope
Create root workspaceCreates root folder, intake folder, P1–P6 folders and QA folder.
Register clientWrites client metadata and folder IDs into CLIENT_REGISTRY.
Prepare deliveryPrepares package and downstream generation structure.

Upload client data

Single or multiple files
Select one file or multiple files for the chosen client.

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