Tracked clients
6
Client workflows currently watched by the agent.
Ready
0
Workflows with every checklist item satisfied.
Follow-up due
6
Journeys where gaps remain after the chase window.
Open gaps
33
0 workflows also blocked by fee/deposit.
Client
Workflow
Gaps
Last contact
Next action
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Чингис Касен"
Follow-up dueshyngys.kassen@gmail.comWorkflowOnboarding—Gaps7openLast contact5d agoDeadline Not setChase clientonboardingNo credit gate
Чингис Касен"
Follow-up dueshyngys.kassen@gmail.com
Onboarding
—
7
open
5d ago
Deadline Not set
Chase client
onboardingNo credit gate
Needs from client
7 open- Company authentication codeNot provided.
- Company UTRNot provided.
- Director passportNothing received for this item.
- Proof of addressNothing received for this item.
- + 3 more items
Evidence received
0 filesChecklist received
0/7
Client messages
1
No client files are attached to this workflow yet.
Daulet Zhandarbek
Follow-up duedaulet.zhandarov@gmail.comWorkflowOnboarding—Gaps7openLast contact5d agoDeadline Not setChase clientonboardingNo credit gate
Daulet Zhandarbek
Follow-up duedaulet.zhandarov@gmail.com
Onboarding
—
7
open
5d ago
Deadline Not set
Chase client
onboardingNo credit gate
Needs from client
7 open- Company authentication codeNot provided.
- Company UTRNot provided.
- Director passportNothing received for this item.
- Proof of addressNothing received for this item.
- + 3 more items
Evidence received
0 filesChecklist received
0/7
Client messages
1
No client files are attached to this workflow yet.
Zarina Kassen
Follow-up duezarya2598@gmail.comWorkflowOnboarding—Gaps7openLast contact5d agoDeadline Not setChase clientonboardingNo credit gate
Zarina Kassen
Follow-up duezarya2598@gmail.com
Onboarding
—
7
open
5d ago
Deadline Not set
Chase client
onboardingNo credit gate
Needs from client
7 open- Company authentication codeNot provided.
- Company UTRNot provided.
- Director passportNothing received for this item.
- Proof of addressNothing received for this item.
- + 3 more items
Evidence received
2 filesChecklist received
0/7
Client messages
2
- Passport.jpgUnclassified
- 2026-04-30_Statement.pdfUnclassified
Shynggys Kassen
Follow-up dueshynggys.kassen@gmail.comWorkflowOnboarding—Gaps1openLast contact5d agoDeadline Not setChase clientonboardingNo credit gate
Shynggys Kassen
Follow-up dueshynggys.kassen@gmail.com
Onboarding
—
1
open
5d ago
Deadline Not set
Chase client
onboardingNo credit gate
Needs from client
1 open- Direct debit mandate / invoiceNot yet completed.
Evidence received
5 filesChecklist received
6/7
Client messages
7
- 2. Engagement Letter - Clauses new.docxengagement letter
- Passport.jpgpassport
- 2025-12-07_Statement.pdfbank statement pdf
- + 2 more files
Rahul Berry
Follow-up duerahulberry97@gmail.comWorkflowOnboarding—Gaps7openLast contact5d agoDeadline Not setChase clientonboardingNo credit gate
Rahul Berry
Follow-up duerahulberry97@gmail.com
Onboarding
—
7
open
5d ago
Deadline Not set
Chase client
onboardingNo credit gate
Needs from client
7 open- Company authentication codeNot provided.
- Company UTRNot provided.
- Director passportNothing received for this item.
- Proof of addressNothing received for this item.
- + 3 more items
Evidence received
0 filesChecklist received
0/7
Client messages
1
No client files are attached to this workflow yet.
Daulet Zhandar
Follow-up duedaulet.zhandar@gmail.comWorkflowOnboarding—Gaps4openLast contact5d agoDeadline Not setChase clientonboardingNo credit gate
Daulet Zhandar
Follow-up duedaulet.zhandar@gmail.com
Onboarding
—
4
open
5d ago
Deadline Not set
Chase client
onboardingNo credit gate
Needs from client
4 open- Director passportThe passport expiry date appears to have already passed. Could you please provide an updated valid passport?
- Proof of addressNothing received for this item.
- Signed engagement letterNot yet completed.
- Direct debit mandate / invoiceNot yet completed.
Evidence received
2 filesChecklist received
2/6
Client messages
2
- VAT registration certificate.pdfvat certificate
- passport - Shynggys.pdfpassport