AI-Augmented Consulting™ Client Onboarding & Engagement Desk · internal

Onboard → verify → scope → contract — one desk

Client Onboarding & Engagement Desk

Collect the minimum data, run the UK verification checks from public registers (including the D-U-N-S report), build the Scope of Work and price from the catalogue, and assemble the Master Consulting Services Agreement + SOW ready for signature. If the client insists on their own paper, screen it against our base and see what the differences should cost. Everything saves in this browser; nothing is transmitted anywhere.

1 · Client details — the minimum set

Three fields unlock almost everything (legal name, company number, contact) — the rest of the record is on the public registers. The optional fields sharpen the checks.

Why so little? A paying client's legal name + CRN unlocks Companies House (status, accounts, officers, charges, insolvency), the disqualified-directors register and the charges register. Email domain + website unlock the digital-footprint checks. Bank details are only needed at first invoice — verified then by Confirmation of Payee.

2 · Verification desk — public-register checks

Links are pre-filled from the details entered. Work top to bottom; mark each check, note anything odd. This is a structured first-pass screen of public sources — not regulated AML advice, and no data leaves this page.

✋ Verification sign-off — a named human decision

3 · Scope of Work & price

Select from the catalogue — each line says what's included, and the price is yours to set from the internal price list (exclusive of VAT). The discount is yours to award, and it should buy something: better payment terms, a reference, a case study.

4 · Master Agreement + Statement of Work

The solicitor-reviewed Master Consulting Services Agreement with Schedule 1 completed from this desk. Review, then print/export to PDF for signature (DocuSign wiring to follow).

5 · Client-paper screen — their contract vs our base

Paste the client's contract text (or load a .txt file — for Word documents, save-as .txt first). The desk screens it against our 15 base clauses and lists the differences to consider in price. This is a first-pass screen to prepare the negotiation — not legal review; negotiated terms go to the solicitor.