Conduit

Organization-wide

Team Hub

Cross-system discovery for the whole firm — search, at-risk clients, and firm-wide task signals

People, clients, and records across Salesforce, Monday, Certinia, and Kipsi

6 overdue task buckets

6 due within 7 days

1 blocked buckets

Tasks Requiring Attention

Overdue and due-soon task buckets from at-risk clients · Source: Monday.com

Overdue (6)

Data Collection & PBC ReviewAt Risk

Acme Corporation · 2026 R&D Delivery · Due Aug 15, 2026

5d overdue
Threat AssessmentAt Risk

Wayne Enterprises · Security Assessment · Due Aug 16, 2026

4d overdue
Contractor vs Employee ReviewBlocked

Acme Corporation · 2026 R&D Delivery · Due Aug 17, 2026

3d overdue
Technical Interviews — Phase 1In Progress

Acme Corporation · 2026 R&D Delivery · Due Aug 18, 2026

2d overdue
Supply Chain AnalysisIn Progress

Acme Corporation · 2026 R&D Delivery · Due Aug 19, 2026

1d overdue
Remediation PlanningIn Progress

Wayne Enterprises · Security Assessment · Due Aug 19, 2026

1d overdue

Due Soon (6)

Client Review Meeting PrepIn Progress

Acme Corporation · 2026 R&D Delivery · Due Aug 21, 2026

Due in 1d
Technical Interviews — Phase 2In Progress

Acme Corporation · 2026 R&D Delivery · Due Aug 22, 2026

Due in 2d
Documentation & Audit TrailIn Progress

Acme Corporation · 2026 R&D Delivery · Due Aug 23, 2026

Due in 3d
Network Penetration TestingIn Progress

Wayne Enterprises · Security Assessment · Due Aug 23, 2026

Due in 3d
Qualifying Activity AnalysisIn Progress

Acme Corporation · 2026 R&D Delivery · Due Aug 25, 2026

Due in 5d
IP & Patent ReviewIn Progress

Acme Corporation · 2026 R&D Delivery · Due Aug 26, 2026

Due in 6d

At-Risk Clients

Acme CorporationAt RiskNorthwind LogisticsAt RiskInitech SolutionsAt RiskStark ManufacturingAt RiskWayne EnterprisesAt RiskHooli TechnologiesAt RiskPied PiperAt Risk

Recent Clients

Acme CorporationSarah Chen
Northwind LogisticsMarcus Webb
Globex IndustriesSarah Chen
Initech SolutionsDana Park
Umbrella CorpMarcus Webb