Kerdora now separates new-client setup, ongoing plan cleanup, and meeting preparation. Use Plan Setup to build the file, Office → Plan Cleanup to correct plan-hygiene problems, and Office → Home to understand the household quickly.
These are connected views of the same client data, but they serve different jobs.
Plan Setup: build the client file
Plan Setup is a temporary sidebar destination for a client whose setup is still in progress. It has four phases.
Phase 1: Document intake
Upload source documents and use extraction when appropriate. Review proposed records before applying them.
Phase 2: Client profile
Work through:
Household;
People;
Assets;
Liabilities;
Income;
Expenses; and
Insurance policies.
These steps edit the same source records available later in Profile.
Phase 3: Planning setup
Review:
Goals;
Goal assignments;
Target portfolios;
Insurance planning; and
Estate planning.
This phase connects client facts with the plan's targets and assumptions.
Phase 4: Review & output
Review:
Observations;
Changes;
Tasks;
the Guide; and
clients to invite.
Use this phase to decide which findings become recommendations, assign follow-through, prepare the client-facing Guide, and manage portal invitations.
Complete setup deliberately
The setup summary shows the client profile and delivery counts or totals before completion. Review it rather than treating the last button as an administrative formality.
When you complete setup, the Plan Setup sidebar item disappears. This does not delete or freeze the file. Continue editing source data in Profile, analysis in Planning, output in Guides, and follow-through in Office.
If setup is marked complete too early, the underlying workspaces remain available even though the guided destination is no longer shown.
Office Home: prepare and orient
Office Home is the permanent advisor-only command center. It is designed for quick plan review and meeting preparation.
Home can summarize:
household members and portal status;
the client objective and last update;
financial position;
annual cash flow;
goal funding;
investment allocation;
planning work; and
planning-calendar dates.
The summary cards link to the detailed areas where you can investigate or edit the underlying record. Home is not a separate data-entry database.
Dora prompts provide shortcuts for common plan-review questions. Check the answer against the saved client data before using it with a client.
Plan Cleanup: fix data quality
Open Office → Plan Cleanup when you want a focused list of missing or inconsistent plan data. Cleanup items can point you toward fields such as missing dates, premiums, targets, beneficiaries, or other information a calculation or review needs.
Correct the source record after confirming the fact. Do not dismiss a real issue or create a recommendation solely to make the list appear complete.
Plan Cleanup is different from Insights:
Plan Cleanup is about the quality and completeness of plan data.
Insights are planning findings that may deserve an advisor decision or Change.
Which view should I use?
Use Plan Setup when:
creating a new client;
moving systematically from intake through output;
training someone on the full setup workflow; or
reviewing the setup summary before completion.
Use Office Home when:
preparing for a meeting;
opening a client you have not reviewed recently;
checking the household's overall position; or
deciding which detailed workspace to open next.
Use Plan Cleanup when:
a result looks incomplete;
you want to find missing or inconsistent data; or
you are reviewing plan hygiene before relying on the analysis.
Recommended sequence
For a new client:
complete the four Plan Setup phases;
review the setup summary;
resolve material Plan Cleanup items;
open Office Home and confirm that the summaries make sense;
inspect any detailed planning results you will present;
preview the client Guide; and
invite the appropriate adults when the first portal experience is ready.
For an existing client, start at Office Home, then use Plan Cleanup and the linked source pages only where the review indicates a need.