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Client Discovery & Evaluation

Gather client information, manage discovery, and complete the initial evaluation.

9 articles
How to invite a new client to Client DiscoveryInvite someone without an existing Planworth client record to complete Client Discovery intake.
How to invite an existing client to Client DiscoveryInvite an existing Planworth client to the portal so they can use Client Discovery or services you grant.
How to generate a Client Discovery signup URLCreate a self-serve Client Discovery signup link that clients can use to begin intake.
How to resend, cancel, or replace a Client Discovery invitationResolve a Client Discovery invitation that was not received, was sent incorrectly, or needs to be replaced.
Understanding Client Mode and client-created scenariosUnderstand what clients can edit in Client Mode and why advisor-created scenarios remain locked.
Reviewing information submitted through Client DiscoveryReview information submitted by a client before using it for planning or granting plan access.
How to give an existing client access to Planworth servicesUse Add Services For Client to select the portal services and advisor scenarios an existing client can access.
Understanding the Evaluation, end to endReview Preliminary, the Evaluation sections shown for the client, and visible progress before planning.
How to enter Savings, Income, Real Estate & Debt in the EvaluationEnter the client's common accounts, income, property, and related debt in the Evaluation.
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