Workflow
What it organizes
A signed client or qualified prospect receives a secure intake link.
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Interactive Solution Concept
Client intake and onboarding for a professional services firm
Explore how the core workspace could feel in practice. Everything below uses sample data, but the interactions represent the workflow I would tailor to your team, rules, and existing tools.
Packets open3
Longest wait19 days
Manual reminders sent10
Greenline Studio
Onboarding progress
Last reminder sent Monday at 9:14 AM
Check items off or send a sample reminder to see the workflow update.
First build
Where I would start
Start with one client type, its intake checklist, and the highest-volume document packet.
Proof
How it earns its keep
Time from agreement to complete intake · Number of manual reminder touches · Percent of packets complete on first review
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