Onboarding files
Track every submitted form by clients, assigned reviewer, priority, approval status, and current step.
Onboarding files
Search, filter, sort, and route onboarding files.
All statuses
All priorities
| Client | Engagement type | Status | Priority | Assigned reviewer | Submitted date | Current step | Actions |
|---|---|---|---|---|---|---|---|
Northstar Retail Enterprise launch readiness | Enterprise rollout | Submitted | High | Nora Patel | May 9, 11:00 AM | Review & submit | |
Harbor Clinics Clinic network kickoff | Pilot account | Diligence review | Urgent | Elena Ruiz | May 8, 3:00 PM | Client readiness review | |
Apex Legal Group Matter intake rollout | Vendor onboarding | Ready for kickoff | Medium | Avery Brooks | May 7, 10:00 AM | Ready for kickoff | |
Bluebird Foods Distributor setup | Renewal handoff | Blocked | High | Nora Patel | May 6, 4:00 PM | Blocked | |
MetroGrid Field account activation | Enterprise rollout | Diligence review | Low | Elena Ruiz | May 5, 1:00 PM | Client readiness review | |
Luma Studios Brand portal onboarding | Pilot account | Submitted | Medium | Avery Brooks | May 4, 9:00 AM | Review & submit |