Add an existing client
Upload agreements, spreadsheets, or screenshots. Xena reads each file and places values on the matching Client Window fields for you to review.
Upload what you have
Signed agreement, the filled template, PureWorkflow exports, or screenshots. Xena decides which Client Window field each fact belongs on — nothing is saved until you review.
Drop files here, or click to browse
PDF, Excel, CSV, PNG, JPG — up to 8 files
Add a file or paste text to continue.