Dashboard
Good afternoon, Thomas
Here's what's happening across your workspace today.
Where things stand
3 of 7 completeYour appointments
Your documents
Open dossierClients
Manage clients, assign agents, and open dossiers.
| Client | Property | Assigned agent | Stage | Status |
|---|
Dossier
Auto-created when the client was added
Buying process
3 of 7 completeNext actions
Secure messages
Dossier threadInternal notes
PrivateTimeline
Live eventsDocuments
Appointments
Team & users
Create and manage admins, managers, agents, and clients.
| Name | Role | Assigned | Status |
|---|
Role permission preview
Integrations
Connect the tools your team already uses. Synced events trigger Onella notifications automatically.
Future integration setup
Each connector is rendered from the same integration schema: category, OAuth/API auth fields, supported sync directions, event triggers, and webhook URL. New CRMs, calendars, document tools, or listing portals can be added by creating a catalog entry instead of writing custom UI for each provider.
Backend readiness
Auth & roles: persisted users, invitations, password reset, Google login, role policies. Storage: dossier records, file storage, audit log. Integrations: encrypted tokens, webhook receivers, retry queue, CRM stage mapping, sync conflict handling.
Messages
Secure dossier conversations between clients, agents, managers, and admins.
Select a conversation
Conversation details appear here.
Notifications
Viewing and notary appointments, file uploads, and stage updates.