Working with the client
Invite the client to their space
Give the client personal access to follow their case.
Service contract and signature
Prepare the contract, sign it and send it to the client, who signs in turn.
Send the questionnaire to the client
Generate the programme questionnaire and have the client fill it in.
Messages with the client
Written conversation in the case, with an email notice.
Internal discussion and notes
Talk with the team without the client seeing it.
Share files and links with the client
Put a document or link in the client’s space.