Short answer: Onboarding is a structured intake where your firm captures its shape, financials, team, systems, and client journey across nine sections, so VLV can analyse how it actually runs.
What is this onboarding?
Onboarding is not a one-off form you fill in and submit. It's a working area inside the portal made up of nine sections, covering things like your financials, your products and services, your team, your systems, your client journey, and your team's internal rhythms and development. Each section holds its own set of fields, and you move through them at your own pace.
If you're the firm's owner, you'll see all nine sections, including two, Financials and Vision & Leadership, that only the owner can open. If you're a teammate, you'll see the status of all nine sections on the dashboard, but you can only open the content of the ones the owner has handed to you.
Is it a form, an assessment, or a diagnostic?
It's best thought of as a structured diagnostic intake. There's no test to pass and no single "submit" button for the whole thing. Instead, each section captures real detail about how your firm operates today, financials, team structure, tech stack, client meetings, and more, so that the picture built from it reflects your firm as it actually is.
Note: Everything you enter autosaves as you go. There's no separate save step, so you can leave a section and come back to it without losing progress.
What do you get at the end?
As sections are completed, your dashboard fills in to reflect a full picture of the firm: financials connected, the team roster built out, your tech stack mapped, your client journey and team rhythms laid out meeting by meeting, and (if you're the owner) your own reflections on vision and direction captured privately.
Some sections reach 100% simply by answering every field. Others, like Your Team, Products and Services, Systems & Tech, and the two meeting builders, are collection-style sections that need an explicit "mark done" step once you're satisfied the list is complete.
Tip: You don't need to complete sections in order. Some sections do depend on others being filled in first, for example, Client Journey draws on your Team and Systems entries, so it's worth building those out early.