NEW ENGAGEMENT · BLANK SLATE

Create a new engagement

Define the L0 engagement shape (11 dimensions). After creation, you'll land on the Setup tab to refine. To start from a canonical shape instead, use Presets.

Use a preset instead

Heads-up

For Dr. Max validation work, prefer the Dr. Max preset on the Presets tab — it ships with the full L1 / L2 / L3 / peer baseline. This page is the blank-slate path for entirely new engagements.

IdentityName + URL slug

Engagement name

Shows in the workspace card and engagement header.

Slug

lowercase letters, numbers, hyphens; appears in URL.

Engagement profileCore archetype + scope

Archetype

Mandate scope

Engagement duration

Multi-market engagementSingle market

Internal counterparties

Internal AI Lead state

Board state

Regulatory & external contextv0.2 fields

Regulatory profile

EU AI Act deadline pressure

External Champion presentNo champion

External Champion organization

PE owner engagement level

Cancel