updated 3mo ago
Client onboarding dispatcher — overview and skill navigator
What can you do with Review?
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
Client Onboarding — Dashboard
Onboarding Workflow
NEW CLIENT ONBOARDING STEPS
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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
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Available Skills
/client-onboarding:kyc-checklist → KYC documents checklist + PMLA compliance
/client-onboarding:engagement-letter → SA-210 engagement letter + fee structure
Install
Add Review to your client. Pick the one you use.
npx skills add eurth/claude-for-caInstalls every skill in the repository, then prompts for which to keep.
/plugin marketplace add eurth/claude-for-caAdds the repository as a plugin marketplace; install individual plugins with `/plugin install`.
git clone https://github.com/eurth/claude-for-ca
cp -r client-onboarding/skills/review ~/.claude/skills/A skill is a plain directory. Copy it into `.claude/skills/` in a project or in your home directory.
Score
47 / 100
Adequate