One client end to end: intake → engagement scope → document pipeline → missing-docs checklist → Ada Mode A/B → oversight. The same backend drives both channels (Kefu 1:1 & group chat).
New-Client Onboarding — Tier 1 Funnel
Prospect → upload last year's return → confirm scope → CPA quote → accept → onboarded → current-year kickoff. One state machine (FEAT-0161).
Upload return
→
Scope drafted
→
Scope confirmed
→
Quote sent
→
Quote accepted
→
Onboarded · kicked off
No engagement yet — click “Start onboarding” to open the Tier-1 funnel for john.
1 · Client & Intake
Master record — the durable context every channel and dashboard reads.
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2 · Engagement Scope — from last year's return
Process the client's prior-year 1040 → the documents to collect this year + an internal price range. Preparer-internal — never shown to the client.
Click “Process last year's return” to derive the document checklist and quote from the client's prior-year return.
3 · Missing-Docs Checklist
Current-year uploads compared against last year's document set.
4 · Ask Ada — Mode A / Mode B
Deterministic brain (no LLM): routine questions get an instant answer (Mode A); judgment calls are silently routed to a human CPA (Mode B). Same brain behind every channel.
5 · CPA Oversight
Owner/manager view — season progress and per-accountant workload.