Short answer. A new client should not mean reconstructing a quotation, repeating access requests, and wondering who decides. Connect the client record, project, welcome document, and sharing instructions.
What should happen first?
Agree scope and the first milestone
Use one active engagement to establish the workflow. Keep the current scope reference, next action, and owner visible; do not infer an agreement from a task status.
How does the work move?
Name the delivery and approval owners
Review shared resources before inviting the client
Flotick connects client records, projects, documents, messages, and portal resources. Availability depends on plan, permissions, settings, and the resources actually shared.
What remains your team's responsibility?
Keep the source records current, review client visibility, and record decisions through the actual agreement and authorized contact. A connected workspace does not guarantee delivery dates, legal acceptance, or payment collection.
