Manage the client relationship after the Advisor directs the search.
Engagements, notes, recommendations, follow-ups, playbooks, search history, and reported outcomes remain part of the durable client record.
Architecture boundary: this Operations Center does not calculate contractor-to-contract matches or generate Potential Opportunity queues. Contract discovery is initiated by the Advisor from selected search categories.
Client Service
Engagements
Institutional Memory
Advisor Notes
Advisor-Directed Discovery
Contract Research
Portfolio-derived categories are search guidance. The Advisor selects where to explore and manually saves contracts for Client Review.