The Pre-Call Blueprint is a structured client intake inside a client profile's Discovery tab. It records the client's picture, goals, protection context, and mindset before a conversation, while keeping advisor-private notes separate.
Send the Intake
- Open Practice -> Clients and select the client or prospect.
- Open Discovery and find the Blueprint section.
- Select Send blueprint to client. After a response exists, the action reads Request blueprint update.
- Add an optional personal message.
- Choose Send email or Copy link.
The contact needs an email address before the invite controls are available. Email delivery and copied links use the same intake flow.
Customize the Client Intake
Open Settings → Client Intake to turn canonical questions on or off and add questions that are specific to your practice. Custom questions support short answers, long answers, and single-select choices. They appear on the client-facing intake form only; clients answer them through the same autosaving Blueprint experience. You can choose whether each custom answer is included in the advisor's Financial Doctrine. Custom answers also appear in the advisor Blueprint, Prep Brief, Smart Query context, and advisor Blueprint export when available.
The Link Stays Open for 30 Days
Each Blueprint link remains usable for 30 days. The client can reopen the same link after sending their first response to finish or update client-owned sections during that window. Submission records a milestone; it does not consume the link.