PRODUCT / CLIENT REQUESTS
Give every client request somewhere to go.
Collect requests with ownership and follow-up context.
Optional / configured module
Less searching. More progress.
Where the client-app or request module is enabled, keep incoming requests attached to a client and track the next response.
Client-linked requests
Internal ownership and follow-up
Controlled visibility for client contacts
credbit practice / workspace preview
ILLUSTRATIVEYOUR CONNECTED WORKSPACE
Clients overview
● In focus
Client portfolio128clientsOne connected view
Due this week24tasksClear next actions
Work on track91%Illustrative data
Client workToday ↓
CLIENT / ENGAGEMENTSTATUS
SASample Advisory LLPClient onboardingIn progress
ETExample TradersDocument reviewReview
DPDemo ProfessionalsBilling follow-upAssigned
Practice pulseWork across your week
M T W T F S S
Clear ownership. Connected context. A better next action.
A practical workflow
Start small, verify the result and make it repeatable.
01
Set the context
Choose the client, work or configuration that the workflow relates to.
02
Assign and verify
Confirm access, ownership and the settings available in your workspace.
03
Review the outcome
Check the result and keep the next action clear for your team.
Learn the workflow
Focused help for the people using it.
client portal
Prepare verified contact access
Decide what information the client contact is authorised to see.
Read the article client portalExplain the portal to a client
A brief introduction reduces confusion during first use.
Read the article client portalUse requests and approvals where enabled
Requests and approvals depend on the client-app extensions installed in the workspace.
Read the articleYOUR NEXT CHAPTER
Make room for better work.
Explore the fit for your practice before choosing a workspace.