Clients
Team and clients
Open any client's or teammate's folder: everything about them in one place. Onboard new people and clients, and keep a tidy record of everyone who has been part of the team.
Add a teammate
Add someone to the roster in a few seconds. Open their folder later to finish orientation and the agreement.
Onboard a teammate
Add them to the team, then open their folder to finish orientation, the agreement and knowledge transfers.
Onboard a client
Create a client, then open their folder to fill in their full knowledge document.
Connect, collaborate, grow.