Client onboarding flows

Onboarding walks a new client from signed to set up inside their portal. When a deal closes, a Beam agent reads the client details, opens their portal, and fills the account, contacts, and starter tasks from the onboarding path your team defined. It grants the access level the client bought. Onboardings tied to a custom contract, or a client whose plan does not map to a standard path, pause for an account manager to configure the specifics before the portal opens to the customer at all.

Invoice generation

SuiteDash ties invoices to clients, projects, and agreed rates. A Beam agent reads a project milestone or billing schedule, and when a charge comes due, it raises the invoice at the contracted rate, applies any retainer credit, and posts it to the client record with its due date. It notes payments as they settle. Invoices above a value your team reviews, or ones where the scope changed mid-project, are held for a person to confirm, since a wrong bill costs trust with the client quickly.

Client portal updates

The portal is where a client sees files, tasks, and messages. A Beam agent reads status changes across a project, and as work moves, it edits the portal records the client watches, marking tasks done and posting the update your team approved. It keeps the client view matched to the real state of the work. Sensitive notices, like a scope dispute or a delivery slipping its date, are routed to the account manager, who decides how and when to tell the client and what to promise next.