| Employer / Management | School / Institution | Position | Start Date | End Date | Documentation | Data / Info Source | Application Status | Priority | Needs Addressing | Notes | Verif. Date | Initials |
|---|
| Management / Board | School | Start Date | End Date | Name / Referee | Contact Info | Dispatch Date | Dispatch Courier | Date Received | Date Returned | Return Courier | Notes |
|---|
Walk through each stage to onboard a new client professionally. Progress is saved automatically.
Tick each document the client confirms they have or can obtain. This generates a readiness score.
Record the outcome of the initial consultation and generate a personalised action plan for the client file.
Select the service package that best fits the client's needs. This will populate the case type in the client record.
This agreement is between RED.Bz (Darnelle Sterling) and the client named below.
Services: RED.Bz agrees to assist in the preparation and compilation of retirement/exit documents as described in the selected service package.
Client responsibilities: The client agrees to provide all required documents in a timely manner, attend scheduled consultations, and notify RED.Bz of any changes to their employment or personal details.
Fees: Fees are as agreed and recorded in Stage 4. A deposit is required before work commences.
Confidentiality: All client information is treated as strictly confidential and will not be shared with third parties except where required for document processing.
Timelines: RED.Bz will endeavour to complete work within agreed timelines, subject to receipt of all required documents and third-party processing times.
Review the client details below then click Create Client in CMS to create the official case record and add the initial fee item.
- A new client record in the CMS
- An initial fee item for the agreed service fee
- A follow-up log entry documenting this intake
- The intake will be marked as Stage 6 — Complete
Client intake complete!
The client file has been created and is ready for case management.
All intake data has been saved to the CMS. You can now manage this case from the Clients tab.
Export all your case data to a JSON file as a backup, or restore from a previous export. Use this before upgrading to a new version.
Paste rows directly from your spreadsheet. Column order:
Employer · School · Position · Start Date · End Date · Source · Status · Doc Received · Issues · Notes
Separate columns with a tab (copy/paste directly from Excel or Google Sheets).