ambacti
Explore workflows

CLIENT ONBOARDING · Workflow idea

Keep new client records consistent across project work and time tracking.

Review new client entries from the team’s project list and prepare the corresponding client details for its time-tracking workspace. Check the name, workspace, and possible duplicates with an authorized owner before creating an external client record.

Make it yours See how it works ↓
A Roman aqueduct taking shape from architectural sketch to marble.
A little structure. A clearer outcome.
Starts with
New client entry
Produces
A proposed time-tracking client record matched to its source entry, awaiting owner approval before an external workspace is changed.
Category
Reviews & approvals

01 / The starting point

A clear request.
A useful direction.

A newly added client in an approved project-management list

“Identify a new client entry, check it against the intended time-tracking workspace, and wait for an owner to approve the exact client record before it is created.”
An example request · Make it specific to your team.

02 / The work

5 tasks.
One useful outcome.

Helps teams keep their client list aligned with the workspace they use to organize billable time.

  1. Identify a newly listed client

    Review new client entries from the team’s approved project list and keep each one tied to its source.

  2. Check the client name and details

    Confirm the intended business identity and avoid copying unnecessary personal or confidential information.

  3. Look for an existing client record

    Compare the proposed entry with the intended workspace and flag possible duplicates or similar names for a person to resolve.

  4. Confirm the destination workspace

    Have the responsible team member check that the client belongs in the selected time-tracking workspace.

  5. Approve before adding the client

    Require an authorized owner to approve the exact client name and destination before the external workspace is changed.

03 / The result

Something useful.
Something to build on.

A proposed time-tracking client record matched to its source entry, awaiting owner approval before an external workspace is changed.

AmbactiWorkflow folio · 5 steps

Review new clients for time tracking

Reviews & approvals · Example outcome

The handoff

A proposed time-tracking client record matched to its source entry, awaiting owner approval before an external workspace is changed.

Keep in mind

A duplicate or incorrectly named client can confuse project and billing records. Check the client identity, workspace, and source entry, limit access to appropriate staff, and require an authorized workspace owner to approve the exact external record before it is added.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

Choose the client list and workspace owner

Select the project list used for intake and identify who may approve new client records.

Agree on client identity and naming rules

Define which details identify a client and how legal names, trading names, and duplicates are reviewed.

Set workspace and privacy boundaries

Choose the destination for approved clients and limit access to staff who manage project and time records.

Test new, duplicate, and incomplete entries

Review representative cases and confirm uncertain matches remain pending until an owner resolves them.

Keep exploring

Put your next idea to work.

Start with your brief. Make the process your own.

Explore more workflows ↗