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System Status
FastAPI Backend—
Intelligence Contracts63 loaded
Template Enginev3 active
Phase OutputsA10 → A60a
Recent Sessions
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Client Registry
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Phase 0 — New Engagement
Scope confirmation and intake kickoff for a new client
This form initiates a new engagement. It generates a scope confirmation email to the sponsor, scaffolds the client directory, and prepares the intake.
Package
Client
Client ID preview: —
Appended to auto-generated ID for duplicates.
Sponsor
Scope & Dates
Intake due and Phase 1 delivery auto-computed.
Engagement Lead
Secondary contacts
CC'd on client-facing emails
Client Information
Functional Assessment Areas
Select functions to assess
✓
HR
HR_Assessment.xlsx
✓
Finance
Finance_Assessment.xlsx
✓
IT / Digital
IT_Digital_Assessment.xlsx
✓
Operations
Operations_Assessment.xlsx
✓
Procurement
Procurement_Assessment.xlsx
✓
Strategy
Strategy_Assessment.xlsx
✓
Support Functions
Support_Functions_Assessment.xlsx
✓
Commercial / Sales
Commercial_Sales_Assessment.xlsx
✓
Marketing
Marketing_Assessment.xlsx
💡 HR is always active. Select additional areas — upload scored assessment files with your documents.
File Upload
Drag & drop all client documents
Drop client documents here
or browse to select
Supports .md · .txt · .pdf · .docx · .csv · .json · .xlsx
Document Routing
Auto-classified by content
Upload files to see routing
Ready to Run
Upload your client documents above, then click Run Pipeline to generate all phase outputs. The system will extract context, run intelligence across all 6 phases, and produce client-ready deliverables.
Pipeline Execution
Idle
System ready. Upload documents and run pipeline.
Run Configuration
Client: —
Package: —
Functions: HR
Files: 0
Endpoint: /intake/client
Expected Outputs
A10 Diagnostic ReportP1
A19c Strategy & Business CaseP2
A59a Target Operating ModelP3
A40a Transformation BlueprintP4
A48a Change Enablement PackP5
A60a Performance & Value ReportP6
No results yet. Run the pipeline to generate deliverables.