Phase 2 · Formalise
Client onboarding
Contracts, KYC, deposits and workspace activation.
Agreement
Step 1 of 6 · Helios Wellness Clinic
1 / 6
Onboarding projects
Select a project to manage onboarding
2 active
Onboarding checklist
Project agreement generated
Léa Marchetti
2026-06-25
Contract signed by client
KYC / client information collected
Deposit invoice issued
Deposit payment confirmed
Project workspace activated
Client portal credentials sent
Kick-off checklist assigned
Workspace activation
Blocked
Project workspace cannot be activated until agreement and deposit are confirmed.