Clients · Relationship operations
Keep client context usable and trustworthy.
A Phase 0 workspace for accounts, commitments, delivery health, and next actions—without fabricated customer records.
Active clients
No clients loaded
Connect a private source or create the first client manually. Customer data remains protected behind the existing Supabase/RLS boundary.
Client operating standard
Relationship
Stakeholders, preferences, context, and last meaningful touch.
Delivery
Scope, promises, decisions, risks, and next milestone.
Trust
Provenance, access controls, retention, and export history.
Commitments & follow-ups
Nothing due yet
Dated commitments and accountable owners will appear here.
Weekly relationship review
Review changes, blockers, and next useful touchpoint.
Client record template
Account overview
Key people
Open commitments
Decision log
Delivery notes
Source & consent