Client Lifecycle
Click a stage to expand its details. Set status with the pills — progress saves automatically.
Lifecycle stages
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Documents received
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{{ ph.name }}{{ ph.progressLabel }}
{{ st.n }}
{{ st.title }}
{{ st.meta }}
{{ st.updated }} ▾
Possible paths
  • {{ pth }}
Documents needed
  • {{ doc }}
Set status
Notes
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Documents
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{{ dg.name }}{{ dg.progressLabel }}
Document
Source
Retention
Received
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{{ d.stageTag }}
{{ d.source }}
{{ d.retention }}
Dashboard
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Lifecycle stages
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{{ stageCountLabel }}
{{ ps.name }}
{{ ps.label }}
CompleteIn progressBlockedNot started
Documents received
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{{ docCountLabel }}
{{ ds.name }}
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How to use this tracker
  1. Add one client with + in the sidebar — each client's progress is tracked separately.
  2. On Lifecycle, click a stage to expand it and set its status with the pills.
  3. On Documents, mark each document Yes / No / N/A as it is received.
  4. Cloud sync (Airtable) keeps every device in sync — status shows bottom-left.
Cloud sync
Airtable sync

Connect once on each device. Your clients then sync automatically to Airtable — open the tracker anywhere and it's up to date.

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How this stays secure

Your Airtable token is not stored in this page. It lives server-side in a Cloudflare Pages Function; the browser only ever calls this site's own /api endpoint.