Client onboarding
Four steps from first click to working workspace.
01
Intake & diagnostic baseline
Complete the readiness diagnostic and submit your baseline requirements.
02
Automated NDA & environment setup
NDA executed automatically, followed by an invite to your secure client portal.
03
Discovery & architecture review
A working session to map security perimeters, data access permissions and success metrics.
04
Active workspace provisioning
- Project milestone trackers and deliverable sign-offs
- Private training tracks inside the Academy
- Staging sandbox access for testing integrations
- Direct audit reports and verification certificates