Client onboarding
SAXTech Orchestrator · runs on every new client in CRM0.0sRunning
Agent thinking · streamed
Human in the loop
Partner approval requested
Northwind Holdings LLC · risk medium · risk memo attached
ApproveReview memo
Waiting for engagement partner…
Final output
Engagement Letter.docxTax + Advisory template v7
✓ Sent to client contact · CRM stage: Onboarded · AD group created