Client readiness review
Review submitted forms, move work into approval, and approve or reject onboarding files.
2
New submissions
Awaiting first reviewer action2
In review
Currently assigned to reviewers1
Approved
Cleared by the workflow1
Rejected / blocked
Needs correction or follow-up43h
Average completion time
Completed approvals onlySubmitted
2
Enterprise launch readiness
Submitted by Northstar Retail | Enterprise rolloutSubmitted
Legal, billing, and kickoff details are ready for first review.
Priority: High
Assigned reviewer: Nora Patel
Submitted: May 9, 11:00 AM
Brand portal onboarding
Submitted by Luma Studios | Pilot accountSubmitted
Creative account needs kickoff checklist validation.
Priority: Medium
Assigned reviewer: Avery Brooks
Submitted: May 4, 9:00 AM
Diligence review
2
Clinic network kickoff
Submitted by Harbor Clinics | Pilot accountDiligence review
Multi-location account needs final diligence before launch.
Priority: Urgent
Assigned reviewer: Elena Ruiz
Submitted: May 8, 3:00 PM
Field account activation
Submitted by MetroGrid | Enterprise rolloutDiligence review
Security packet is in review with implementation owner.
Priority: Low
Assigned reviewer: Elena Ruiz
Submitted: May 5, 1:00 PM
Ready for kickoff
1
Matter intake rollout
Submitted by Apex Legal Group | Vendor onboardingReady for kickoff
Template and permissions setup require reviewer signoff.
Priority: Medium
Assigned reviewer: Avery Brooks
Submitted: May 7, 10:00 AM
Blocked
1
Distributor setup
Submitted by Bluebird Foods | Renewal handoffBlocked
Blocked on reseller tax documents.
Priority: High
Assigned reviewer: Nora Patel
Submitted: May 6, 4:00 PM