For firms
Pipeline
How the AKILI advisor client pipeline tracks households from invite through assessment and results.
The client pipeline is the firm’s operational view of every household engagement. It replaces ad-hoc status emails with a structured journey across invite, intake, review gates, assessment progress, and follow-up.
What you can do
- See which clients are waiting on invite acceptance, intake completion, or advisor review.
- Open a household to review intake, approve when ready, or restart intake if the engagement needs a reset.
- Monitor assessment progress across active risk domains.
- Spot households that need attention before risks compound.
Facilitated work
When you guide a household live, use facilitated sessions from the advisor hub alongside the pipeline so progress stays attributed to the correct client record.