Okafor client intake automation
Collected
$0
verified
Outstanding
$800
provider checked
Progress
50%
2/4 milestones
Next deadline
6 Nov
Billing integration
Milestone timeline
Automation audit
20 Oct 2026 · $500
Current intake steps mapped with time-per-step estimates.
Client intake workflow
31 Oct 2026 · $700
Form, routing, and confirmation emails running in staging.
Billing integration
Next6 Nov 2026 · $800
Retainer invoices generated from accepted engagements.
Documentation & handoff
30 Nov 2026 · $400
Written runbook and a recorded walkthrough.
Latest activity
Source access and external actions are logged separately.
- 6:12 AM
Reminder approved for sending
Okafor Legal overdue invoice reminder was approved. Visun is waiting for the provider result.
- 12:05 PM
Report draft generated
October retainer summary generated from milestones, invoices, and activity. Not sent.
- 6:10 AM
Payment reminder drafted
Draft prepared for INV-1045 with amount, recipient, and PayPal reference. Approval required.
Current agreement
v1.0 signed
Effective 6 Oct 2026 · okafor-sow-v1.0.pdf
- Timezone
- Asia/Kolkata
- Messages ingested
- 2
- Invoices
- 1
Scope watch
1 client request may sit outside the signed agreement. Review the evidence before promising anything.
Quick actions