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Mock demo · simulated data

Onboard a client

A fictional client has just signed. Fill the intake form (prefilled with invented values), see the tasks the workflow creates for each service line, approve the plan and preview the notification.

  1. 1. Intake
  2. 2. Tasks and approval
  3. 3. Notified
Service lines in the signed proposal

Preview: 6 tasks would be created.

Fictional client, invented values. The form submits nowhere.