The client review workspace is where you do your core advisory work each period — review the client's submitted data, compute or adjust their health scores, edit diagnostic flags, write your advisory commentary, and publish it so the client can see it. This guide walks through the workflow from opening a client to publishing a period.
💡 Tip — Who can use this For advisory partners assigned to a client. Open a client from your partner client list.
Quick reference
| Step | Action |
|---|---|
| 1 | Review submitted data and compute scores |
| 2 | Write commentary and publish the period |
Step 1 — Review the data and compute scores
From your client list, click a client whose period is "Submitted" to open their review workspace. At the top you'll see a summary of their submitted data — revenue, margin, headcount, engagement, and the operational metrics they entered. Use View Full Data to see every metric they submitted.
Below the data are the Health Scores. For FORTIS-framework clients, click Compute Scores to calculate each pillar's score and the composite from the submitted metrics. You can then override any individual pillar score if your judgment differs from the formula — enter a new score (0–100) and an optional reason.
You'll also see the diagnostic flags the system raised (metrics outside healthy ranges). Edit each flag to add your advisory commentary and set its status (Active, Acknowledged, or Dismissed).
📝 Note — Custom frameworks use manual entry If the client is on a custom (non-FORTIS) framework, you won't see Compute Scores — instead you enter each pillar's score by hand in a manual score entry section.
Step 2 — Write commentary and publish
Scroll to the Advisory Commentary section. Here you write the narrative the client will see: an executive summary headline and analysis, a trajectory, a risk assessment, the top achievement and concern, a priority recommendation, and notes on each pillar.
Use Save Advisory Draft as you work. Each text field also has an AI Compose / AI Enhance button if you want Pulse AI to draft or polish it for you (this doesn't cost the client tokens).
When the scores are set and the commentary is ready, click Publish Period. This makes the scores, flags, and advisory visible to the client and notifies them. Until you publish, the client on a paid plan cannot see the advisory — so publishing is what delivers your work.
⚠️ Warning — Publishing notifies the client Publishing sends the client a notification that their advisory is ready. If you're not finished, keep it unpublished and use Save Draft. You can Unpublish later if you need to pull a period back for edits.