How did this client arrive?
New inquiries go through Diagnostic review. Clients already on contract are added directly and walked into the Client Window section by section.
From a lead / diagnostic
New inquiry → Diagnostic review → monthly engagement. Start from the Leads pipeline.
Add a new client
Upload documents you already have, fill in the Excel template, or enter details manually — then complete the guided intake.
Guided intake · AI-assisted
Need a pricing questionnaire for a prospect instead? Open scope & pricing.