No client active todayClear Path Solutions is a demonstration workspace, open to anyone and read-only. The documents behind it are a real consulting engagement; the states, conflicts and supersessions are what OIDA derived from them.Create your own workspace
DecisionsGeneral
Ask about thisIncoming client files are picked up by whoever notices them; there is no formal assignment.
VersionsSelect one to see why it changed
Client intake and scoping
Propose a changeProposing and approving stay two separate acts.
Changes arrive as proposals from a connected client or from Ask OIDA. A person then approves them in Review. To connect a client, open Clients & agents.