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Client Handoff Packet

Checklist for onboarding clients with clarity, document routing, and escalation paths.

Operating content

This standard keeps the operating system disciplined: plain language, clean claims, and no private admin playbook on the public surface.

  • Assign an owner before treating an item as active.
  • Separate demonstrative content from real legal, HR, financial, or client records.
  • Export local tool records before clearing browser storage.
  • Route regulated questions to qualified professionals.