Trigger the onboarding workflow. It prompts for client name, type, and service scope.
Remi creates a project pre-populated with your standard onboarding structure.
A Data Table tracks every step: task, owner, status, deadline. Everyone sees progress.
Upload documents as they come in. Forward a client email to Remi and it files it in the right project automatically.
Every decision and deadline is saved as a Fact. You're building a record from day one.
Once onboarding is done, the project has everything. Any team member can pick up this client.