Prepare a new client with Vera

Officina Arco requests ongoing accounting support. Starting from the interview form, we prepare a dossier covering parties, requested services, documents to obtain and decisions still needed.

Onboarding an Italian client. The result is an internal professional-review dossier, including document and monitoring plans. Signing and activating the relationship follow the practice’s normal process.

Open profile-en.md. It records reported facts about the company, representative, ownership and services. It is already organized and does not come from an approved document-preparation run; Vera must record it as direct evidence.

• profile-en.md

Vera, prepare Officina Arco’s new-client dossier from this form. Organize the facts, proposed engagement, checks to perform and documents to request.

1. Vera opens the teaching case and links the form to the new client. When starting from an unorganized folder, the same function also includes document preparation.
2. The current workflow organizes parties and services, prepares proposals and missing-information requests, and compiles the dossier. The voice chat follows these steps and distinguishes reported facts, checks and decisions.
3. Open the dossier’s review page. Start with client facts and the engagement, then documents to obtain and decisions to complete. The memo and other attachments retain the supporting checks.

1. Review page and case facts: give the practice an organized basis for the interview, with client, engagement and sources.
2. Missing-information request, document plan and monitoring plan: identify subsequent work and matters still requiring confirmation.

Compare parties, ownership and services with the form. Identity, AML, privacy and terms require normal professional checks; reported facts are not already verified.

1. Before starting, identify the client and requested services.
2. At delivery, find a source, a document to obtain and a decision still needed.

These pauses help you learn how to use the function. They are not a technical detail quiz.

Add contact-update-en.md and request a new dossier version. Sara becomes the administrative document contact; Elena remains the named representative.

• profile-en.md
• contact-update-en.md

The new dossier includes the contact and update source, preserves the preceding version and does not grant representation powers that were not reported.

Supply the new client’s information and documents, state the requested services and use the dossier to complete checks, terms and review before starting the relationship.