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Submitted by David Chen on March 19, 2026
Days Active
12
Initial Contact
Mar 19
Needs Assessment
Mar 21
Proposal
Mar 25
Contract Review
In Progress
Kickoff
Pending
Contract sent to Meridian Holdings for review
Sarah Chen — March 28, 2026 at 2:15 PM
Proposal approved by client — moving to Contract Review
Marcus Rivera — March 25, 2026 at 10:30 AM
Proposal document drafted and submitted for internal review
Sarah Chen — March 23, 2026 at 4:45 PM
Needs assessment meeting completed with David Chen
Sarah Chen — March 21, 2026 at 11:00 AM
Workflow initiated — Client Onboarding for Meridian Holdings
System — March 19, 2026 at 9:00 AM
Assigned To
Sarah Chen
Workflow Type
Client Onboarding
SLA Deadline
April 2, 2026
Current Stage
Contract Review