Client Portal Overview
Admin can preview client-facing profile status, document readiness and invoice visibility.
| Client ID | Name | Package | Status | Documents | |
|---|---|---|---|---|---|
| CL-1001 | Michelle Chikanda | client@citiview.co.za | Investor Client | Active | 3 |
| CL-1002 | Anesu Makoni | anesu@example.com | Business Setup | Pending documents | 0 |