Setup Detail
Use a detail view when the practice needs stronger rules for separating internal, client, billing, and accreditation files.
Folder governance matters early because the first document shortcuts often become the hardest habits to unwind once live client work scales up.
- Internal lane
- Policies, operations, and accreditation evidence
- Client lane
- Per-client documents grouped by entity and engagement
- Billing lane
- Invoices, receipts, and subscription records
- Template lane
- Engagement, checklist, and delivery templates
Readiness checks
coverage
The setup-detail view now carries standard, preparing, and needs-attention conditions while keeping the `DetailPanel` vocabulary intact.
Use this view when one setup dependency needs a deeper read than the parent guide page can provide without overwhelming the rest of the practice setup ladder.