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Everything waiting on clients
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At Risk (Overdue)2
| Client | Request | Type | Priority | Due | Nudges | Actions |
|---|---|---|---|---|---|---|
RP Riverside Properties accounting@riversideprops.com | Q4 Financial Statements Please provide Q4 2024 financial statements for tax filing | file | high | 3 days ago | 2 | |
TI TechStart Inc finance@techstart.io | W-9 Form Need updated W-9 form for vendor setup | file | high | 5 days ago | 3 |
Waiting on Client3
| Client | Request | Type | Priority | Due | Nudges | Actions |
|---|---|---|---|---|---|---|
GG Golden Gate Ventures docs@ggventures.com | Insurance Certificate Please provide updated certificate of insurance | file | medium | in 5 days | 0 | |
ML Metro Logistics admin@metrologistics.net | Contract Approval Review and approve the updated service agreement | approval | medium | in 7 days | 0 | |
SH Sunrise Healthcare billing@sunrisehc.org | Bank Account Details Confirm bank account information for direct deposit setup | information | low | in 14 days | 0 |