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New client
Onboard a client
You enter what you already know. The agent confirms everything with the client during intake.
Client legal name
*
Phone (WhatsApp-capable)
*
Email (optional)
Domicile state
Arizona
California
Florida
New York
Texas
Washington
Other
Estimated estate value
$1M – $5M
$5M – $25M
$25M – $100M
$100M+
Supervising accountant
*
Their name will be referenced by the agent during conversations with the client.
Intake pace
Light
Single kickoff conversation, then 1–2 follow-ups per week.
Standard
Paced over 2–3 weeks. Document drops + conversation.
Intensive
Complete in 1 week. More frequent prompts. Best for tight deadlines.
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