Internal · Private
CWP Client Tracker
Review Process
New Client
Clients
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Add New Client
Client name
Account Opening
Last Review (optional)
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Add Current Client
Client name
Account Opened
Last Review
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Add task or checklist item
Destination
New Client Checklist
Custom Checklist
Review Tasks
Client Notes
Task
Details
Assigned
— Unassigned —
Angela
Ethan
Matt
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