Service beyond the organizer
Show each client what happened, what is next, and where to get help.
Unify organizer progress, document follow-up, appointments, messages, and return status in a guided client experience designed around one next action.
Supported scope
What this workflow is designed to do.
Visible capabilities are separated from configuration requirements, preview surfaces, and roadmap work.
Organizer progress
Document upload and status
Appointments
Messages and assistance
Return-progress view
The workflow
Four clear handoffs. Human control where it matters.
The exact action changes by product status and firm configuration, but the ownership boundary stays explicit.
Orient
Show the client the current stage and next action.
Collect
Accept supported documents and organizer follow-up.
Communicate
Keep approved messages, appointments, and help together.
Continue
Move from seasonal work into follow-up and service.
Straight answers
Know what you are buying—and what remains outside the claim.
Is this a native mobile app in public app stores?
No store-ready general release is claimed. The current guided client experience is a preview.
Can the assistant answer questions about the client's return?
It can use permitted context to support the client experience, but professional advice and material conclusions require human review.
Connected lifecycle
Continue through the practice workflow.
Map this workflow to the systems your firm actually uses.
We will separate current capability, connector requirements, preview work, and roadmap needs before recommending a rollout.
Request a workflow review →Status reflects the verified repository scope for this release. Provider configuration and firm permissions can further limit availability.