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Cilo Cybin Clients onboarding
Access required

Clients access is restricted.

This page is only available to users with client management or client approval access.

Client onboarding

Manage clients, markup, and compliance.

Keep commercial markup settings, legal details, banking details, required documents, and approval state together in one client record.

No active clients
Drafts are allowed. Approval only becomes available once all required fields and required documents are complete.
Current clients

Client onboarding register

Review legal identity, contact details, markup, document completeness, and approval state without losing the existing costing workflow.

Legal Primary contact Completeness Actions
Completed quotes

Previous formulations

Review and reopen saved client-specific formulations instead of rebuilding the same quote from scratch.

Client Module Formulation Summary Updated Actions