Office is the advisor-only command center inside each client. Use it to understand the household quickly, keep internal context, clean up plan data, and manage follow-through. Clients never see Office.

Open a client and choose Office in the sidebar. Office opens Home by default. Its permanent header views are Home, Notes, Plan Cleanup, and Tasks.

Office Home is the meeting-preparation and plan-review surface. It brings together information that otherwise lives across several parts of the client file.

The household header shows the household name, members, portal-access status, objective, and last update. Use the member links when you need to review household information or manage portal access.

The page also summarizes planning work and the financial position. Depending on the client's data, you can review items such as:

These are summaries, not separate copies of client data. Follow the linked area when you need to correct a source record or inspect the full calculation.

Dora prompts on Home provide shortcuts for common advisor questions, such as reviewing the plan or preparing for a meeting. Validate any answer against the client record before using it in a recommendation.

Use Office Notes for internal meeting notes, context, and follow-up information. The Notes area also provides account-specific notes and template fields used by Guide templates, including field history.

Check the visibility control whenever a note field supports client visibility. Do not assume that every note is internal merely because you entered it from the advisor application.

Quick-access notes controls may also be available while you are working elsewhere in the client. They edit the same underlying client context; use the full Notes view when you need to review or organize more than one item.

Plan Cleanup contains plan-hygiene findings: missing, inconsistent, or incomplete information that can weaken the analysis. It is separate from planning Insights.

Use Plan Cleanup to identify the source record that needs attention. Open the linked detail, confirm the client fact, and correct the record when appropriate. Do not create a recommendation simply to make a cleanup warning disappear.

The distinction matters:

Office Tasks is the client-specific task workspace. Use it to review open and completed work, assign responsibility, set due dates, reorder work, and mark tasks complete.

A Task is an action someone must perform. A Change is the planning recommendation or decision that may create that work. Link Tasks to Changes when the relationship helps the advisor and client understand why the action exists.

Client-assigned tasks appear in the client's Tasks portal area. Advisor-only work should remain assigned to the advisor.

New or incomplete client files can also show Plan Setup as a temporary sidebar destination. Plan Setup is a four-phase workflow for Document intake, Client profile, Planning setup, and Review & output.

It is not one of the permanent Office header views. When setup is completed, the Plan Setup sidebar item disappears. The client data remains in the permanent workspaces.

Office helps you orient and navigate; it does not replace detailed work in:

If an Office summary looks wrong, follow it back to the source. Check ownership, amount frequency, dates, assignments, linked-account freshness, and manual overrides before changing the conclusion.

Clients do not see Office Home, Notes, Plan Cleanup, Tasks management, or Dora prompts. They can see client-assigned Tasks in their portal, and they can see content that you deliberately include in a delivered Guide. Review both assignment and visibility before assuming an internal item is client-facing.