Service steps you set.
Setting every client process, from onboarding to request handling, as steps you can change, with a message and a button running the same steps, is coming soon. Today, mark a field required on your client form and ZlyntOffice asks for it.
Client workflows, in detail.
Onboarding checklists
Adding a client will start the checklist: documents to collect, people to invite and the first project to open.
Assigned by role
Each step will go to a role, like the client owner or finance admin.
Scope changes approved
A change in scope will be approved before work starts, so everyone knows who agreed to what.
Required fields
Mark a field required, like a billing contact, and ZlyntOffice asks for it before the client is saved.
Clean offboarding
When a client leaves, their secure links will be withdrawn, open requests closed and the record archived with its full history.
Onboarding Trellis Co · Coming soon
Priya will add Trellis Co, and the five-step checklist will start.
Meera at Trellis will get two secure links for her onboarding documents.
Each step will tick off as it happens, and Priya will see when onboarding is done.
Put every client request on track
from day one.
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