Review

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name: review description: Client onboarding dispatcher — overview and skill navigator when_to_use: Start of a client onboarding workflow effort: low model: claude-haiku-4-5 allowed-tools:

• mcp__memory_bank__list_clients
• mcp__memory_bank__get_firm_profile

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Client Onboarding — Dashboard

Onboarding Workflow

NEW CLIENT ONBOARDING STEPS
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Step 1: KYC Documents Collection    → /client-onboarding:kyc-checklist
Step 2: Draft Engagement Letter     → /client-onboarding:engagement-letter
Step 3: Get EL signed + advance fee paid
Step 4: Register in memory bank     → /cold-start:add-client
Step 5: Set up compliance calendar
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Available Skills

/client-onboarding:kyc-checklist    → KYC documents checklist + PMLA compliance
/client-onboarding:engagement-letter → SA-210 engagement letter + fee structure