Clients: One New Client Dialog, a Work Tab and Communications

New client is one dialog: the record, portal access, an optional project, the default onboarding pack, the invite and a hand-off to billing. The client page gains a Work tab for tasks, requests and approvals, and a Communications tab with one feed and an inline reply.

• A task knows its client, and the Work hub filters by client
• A request can become a linked task, and assigned requests show in My Work
• A project’s Lead and the client’s Success manager create and assign tasks on the projects they manage