Client Review Preparation is an Automation skill for Claude Code, published by JoelLewis in finance_skills.
Client Review Preparation assembles client context, performance summaries, allocation drift, and talking points for advisor review meetings. Use it to prepare agendas, pre-meeting checklists, and compliance checks before a client review.
Client Review Preparation is cataloged under Automation on DirSkills. Client Review Preparation comes from a repository tagged claude, claude-code, compliance, finance and financial-services.
Documentation
The foundation of review preparation is assembling everything the advisor needs to know about the client before the meeting. This context package draws from multiple systems and should be gathered systematically rather than ad hoc.
Data to assemble:
This is the opening of the README. Read the full README on GitHub.
Client Review Preparation is one of 25 skills that DirSkills catalogs from JoelLewis/finance_skills, the repository it ships in. Its siblings there include Account Maintenance, Account Opening Compliance and Account Opening Workflow. Each one is a separate skill with its own page in this directory, installs the same way Client Review Preparation does, and is maintained by JoelLewis in that same repository. The rest of the collection is listed on the JoelLewis/finance_skills page.
Client Review Preparation ranks #1895 by stars among the 2109 Automation skills in this catalog. The most-starred ones next to it are Autonomous Loops, Autonomous Agent Harness and Automation Audit Ops. DirSkills ranks by the star count of the repository each skill ships in, so that order reflects how popular those repositories are rather than any review of Client Review Preparation against them. Open each page to compare what they document and how they install.
Client Review Preparation is one of 25 skills cataloged on DirSkills from JoelLewis/finance_skills.
Client Review Preparation is one of 2109 Automation skills cataloged on DirSkills, ranked #1895 by stars among them.