Internal · Private
CWP Client Tracker
Review Process
New Client
Clients
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Add New Client
Client name
Account Opening (defaults to today)
Last Review (optional)
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Create client
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Add Current Client
Client name
Last Review (optional)
Account Opened (optional)
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Create client
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Add task or checklist item
Destination
New Client Checklist
Review Prep
Review Follow-up
Client Notes
Task
Details
Assigned
— Unassigned —
Angela
Ethan
Matt
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Add task