Client Onboarding

Julia

The Officium

powered by Terminus AI

Agratis Horizon Inc. · United States

Terminus Innovation Ltd. · United Kingdom

J
Julia AI - The OfficiumBy TI Ltd (UK) & AH Inc (US)
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Client Onboarding

Cyprus Property Gallery

Agratis Horizon Inc. (United States) and Terminus Innovation Ltd. (United Kingdom) will conduct an independent audit of your IT processes, websites, CRM, and operational security. This intake replaces a long questionnaire by email. Answer in your own time — Julia records every field as you go.

  • Independent audit of current systems
  • OpSec risk assessment
  • Architecture diagrams and a sovereign infrastructure path
  • Later: CRM evolution, migration, and day-to-day operations
United StatesAgratis Horizon Inc.
United KingdomTerminus Innovation Ltd.

Question01Presence

Who should we address as the principal contact?

Two fields only. This is the person Julia and the architects will write to.

Question02Group structure

How many independent business entities does your group manage?

We need to understand whether you operate as one monolithic company with departments, or through several legal entities that belong to the same holding or group.

If you operate as one company with multiple departments, select 1 — Monolithic company in the dropdown above. Julia will then collect the works under each company.

Question03Ventures

Which ventures sit under those companies?

A business is the legal company. A venture is one construction or development you are building — a site, a tower, a phase. In your world: Real Estate II Ltd is the business; Building III is the venture.

BusinessThe company

The legal entity that owns the work. Example: Real Estate II Ltd.

VentureThe site

One construction or development under that company. Example: Building III.

ProjectThe piece

A sub-work inside the venture. Example: Pool, Golf Field, Spa, Living Area.

Each venture must name its parent business. You may add as many as you operate today.

Question04Projects

Which projects sit inside those ventures?

A project is a piece of the site — pool, golf field, spa, living area, parking, and so on. Each project names the venture it belongs to, so Julia can draw the tree correctly.

If a venture has no sub-works yet, leave this page empty and continue.

Question05Departments

Which departments exist in day-to-day operations?

Add each department as it is actually run — not as it appears on a dormant chart. If the group has more than one company, name the parent company for each department.

Question06People

Who sits inside those departments?

Add people by hand with +, or upload an organisation chart. If you send a file, our team will transcribe the structure during the independent audit.

Organisation chart PDF, image, Word, Excel or a ZIP. Up to 25 MB each.

Place a file here, or tap to browse

    Question07Digital properties

    How many websites does the group currently operate?

    For each property we need the public address and, where it exists, secure access to the administration panel. Credentials are encrypted at rest and used solely by Agratis Horizon Inc. and Terminus Innovation Ltd. for the agreed audit.

    Question08Hosting and cloud

    Which hosting and cloud providers does the group use, if any?

    Add each host, registrar, CDN or cloud account that currently holds your sites, mail, backups or infrastructure. If none are used, leave this page empty and continue. Credentials are encrypted at rest and used only for the independent audit.

    If you operate without external hosting or cloud accounts, you may skip this page.

    Question09CRM

    We will audit the existing CRM and return a full assessment.

    Bitrix is the present system of record. This phase is an independent audit of that estate — how it is used, where it is dated, and what it would take to run it safely. When the picture is complete we will give you our recommendations. Secure access lets us examine it properly.

    We will conduct an audit of the existing CRM, then provide a full assessment and our recommendations.

    Encrypted at rest. Used only for the independent audit.

    Question10Close

    A last address, then we send the intake.

    When you submit, Julia records this intake and our three-person cell — System Architect, Software Engineer, Project Manager — starts the independent audit. Ten to fourteen working days is the expected window for that first picture.