manage-client-service-request

From README

Manage a Client Service Request Turn a request into one tracked process — a source note, the right workflow or task set, explicit owners and dates — then keep that same process current as the work moves. Workflow Identify the request and everything it touches — client, household, request type, desired outcome, timing, source communication, and every affected record. Determine whether this is actually new. Review recent Wealthbox activity and open work first. The request may already be underway, may be a follow-up to an open request, or may be one symptom of a broader issue. Classify it as new, already underway, or part of a broader issue, and say which. Getting this wrong creates parallel work, which is the failure mode that makes service tracking worthless. Retrieve external information only where the request depends on it — custodial, planning, TAMP or alternatives, reporting, or meeting-note detail.