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D

Advisory Engine

Practice Forward

Generate advisory proposals from client personas, optional tax-return analysis, and discovery inputs. Laravel remains the source of truth; this Svelte route is the replacement for the remaining Next-only Practice Forward shell.

Generate

Advisory proposal engine

Create a proposal from a client, a known persona, and an optional source artifact for tax-return scanning.

Price

Pricing calculator

Preview advisory package and playbook combinations before generating the client-ready proposal.

Detect

Tax return scanner

Analyze source-artifact content and return recommended advisory playbooks with confidence signals.

Client-ready Deliverable

View a finished advisory proposal

The advisory workflow now includes a fully viewable proposal deliverable from the Svelte shell.

Surface

advisory proposal

State

viewable

Route

/pf/pf_demo_schedule_c