Firm structure
The Firm Owner controls the commercial account. Managers can oversee the portfolio and team. Advisors work on assigned clients. Reviewers receive read-oriented access to assigned dossiers.
Portfolio management
Use firm analytics to monitor recurring run-rate, weighted pipeline, overdue work, unassigned clients, workload index, capacity and revenue contribution without mixing currencies.
Client assignment
Assign every active relationship to a responsible Advisor. Use the unassigned-client queue as an operational control rather than leaving client ownership implicit.
Governance
Use the Audit Center, retention reviews, consent register, Data Room audit log and permission reviews as operational governance tools. They support compliance work but do not replace legal or regulatory advice.
Commercial use
The plan is structured for up to five internal users and 100 client relationships. Use Enterprise when portfolio/user limits or deployment requirements exceed this model.
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