Turn client proposals, briefs, scopes and kickoff notes into a tailored onboarding plan and evidence-based readiness audit. The plugin separates confirmed facts from assumptions, identifies missing assets, content, access, approvals, owners, dates, dependencies and blockers, calculates a readiness score, and prepares a client-ready request. It does not send messages, create ChasePad records, or store source documents in analytics.

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ChasePad Client Readiness