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.
Meeting 002 — operations discoveryMeeting notes · 22 Sep 2025 · Weight 0.60Open
“when a client file comes in, the initial review goes to whoever's available. We don't have formal assignment.”Verified
Backsno formal assignment · Client intake and scopingmarcus.webb@meridian-labs.com
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.