Client Onboarding Tracker
Bring a new client on in gated steps, with one that waits for a person. The scramble of onboarding a new client: engagement letter, read-only access, prior-year files, kickoff, and first reconciliation, advanced step by step, where granting access never completes on its own and is held for a person.
Try it: advance each onboarding step. The read-only access step will not complete on its own. It is held for a person to approve.
Synthetic sample data. The firm, the new client, and every detail are invented.
The instrument. Try it.
New client · Blue Mesa Landscaping (SAMPLE) · Onboarding opened 31 Mar 2026
0 of 5 steps complete
- 1Engagement letter signedOwner: Clientcurrent
- 2Grant read-only system accessOwner: Firmto do
- 3Prior-year files collectedOwner: Clientto do
- 4Kickoff call scheduledOwner: Firmto do
- 5First reconciliation startedOwner: Firmto do
Current step · owner Client
Engagement letter signed. The signed letter is on file. This unlocks the rest of onboarding.
Demonstration outbox: held for a person
The read-only access grant is held here for a person to approve. Nothing is granted or sent.
What this demonstration shows
What enters
A new client and the ordered sequence of onboarding steps, each with an owner.
Where a person decides
A person advances each step and personally approves the consequential access grant.
What is held, not sent
The read-only access grant is held for a person. Nothing is granted or sent.
What is logged
Each completed step, the held access request, and its approval are recorded in an audit history.
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