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 thisThere is no standardised intake form; the team lead tracks clients in a personal spreadsheet.
Observation 002 — client intake, Team AlphaObservation note · 22 Sep 2025 · Weight 0.70Open
“- No standardized intake form or template”Verified
Backsnone; personal spreadsheet · Client intake and scopingyuki.tanaka@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.