MaxCPA_FPA/analysis/pages/client-record.md

artifact_type, slug, round, status, project, title

artifact_type	slug	round	status	project	title
page	client-record	3	draft	maxcpa	客户档案页

客户档案页

Route Information

• Route: /workspace/clients/:clientId

Accessible Persona

• Accountant
• Firm Owner

Story Steps Covered

• 会计师 / Activity 5 / Step 3: 让本次服务留下完整记录
• 事务所老板 / Activity 5 / Step 3: 形成可持续维护的经营判断

Page Responsibility

沉淀客户基础资料、服务历史、介绍关系、AI 画像和归档记录，支持会计师减少重复沟通，也让老板从单个客户视角理解长期资产价值。

Related Features

• 客户历史归档
• 转介绍关系洞察