A submitted intake is a starting point, not a finished plan. The headline questionnaire captures round numbers and gap-fills defaults so the simulation runs immediately. Your job is to enrich it into something you'd put your name on.

Opening a client

1. Go to Book of clients and find the new intake under Prospects (its next-action hint reads "review & enrich").
2. Click Open, and the client's plan loads into the normal Inputs / Proof workspace, and a banner shows which client you're viewing.

What was gap-filled

The transform fills sensible defaults you'll usually want to revisit:

• Market series: the free-tier S&P + Treasury blend. Swap in richer sleeves or custom series as appropriate.
• Asset allocation / glide path: a default split per account; tune to the client's risk posture.
• Tax state: a default that you should set to the client's actual state.
• Debts: captured as recurring outflows, not full mortgage/property objects. Model real estate properly via the Real estate & mortgage adjustment where it matters.

Switching between a client's plans

While you have a client open, the Sidebar's simulation switcher is scoped to that client's plans, so you can build variants (a baseline and a what-if-heavy alternative) without leaving their workspace. Everything you can do on your own plans, including Compare Sims, What-Ifs, and Plan Diagnostics, works here too.