Sample Intelligence Dossier · No Registration Required
The client who texts
on weekends costs you
more than they pay.
01 //
Most architecture principals start for the love of design. They end up spending half their energy managing the emotional weight of clients who drain the team's spirit, ignore boundaries, and keep requesting "just one more tweak" in week six.
02 //
This behavior isn't random — it's a pattern. And it can be predicted before you sign. Silent scope creep from high-risk clients accounts for 15–20% of fee erosion that never shows up on an invoice.
03 //
PreForma reads how your client makes decisions, handles change, and responds to pressure before the first meeting — so you walk in knowing exactly what to protect, what to put in writing, and what to never say.
Below: live sample for a high-risk client profile
// Dominant / Controller Profile · High-Risk Sample · No login required
↓ Jump to documents
01 · Live Interactive Dashboard
Document 06 · Mobile Risk Dashboard · Live Sample
Client Risk Dashboard — Dominant / Controller
A fully interactive risk dashboard generated for a high-risk client profile. Animated risk bars across five dimensions, three golden behavioral rules, and four expandable contract clause scripts — tap any clause to expand the full context and copy the legal draft language.
How to use it
01
Risk Forecast — overall risk level, traffic-light indicator, and four behavioral metrics. Read this first.
02
Critical Risk Signals — five animated bars showing the probability of scope creep, revision cycles, decision delays, handover risk, and communication conflict.
03
Three Golden Filters — the three things you must never do with this client type. Read before you walk into the room.
04
Contract Clauses & Scripts — tap any clause to expand. Each one shows why it protects you, when to introduce it, and exactly what to say. Copy button sends the legal text to your clipboard.
Open Live Dashboard
→
02 · Client Intake Questionnaire
This is the exact questionnaire your client receives — 10 statements, answered on a 5-point scale. Takes approximately 3 minutes to complete.
// 10 statements · 5-point agreement scale · No personal data collected
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03 · Operational Assets — All 6 Documents
Document 01
Executive Brief
One page. Read it before you walk in. Profile in one sentence, top risk signals, three things you never do with this client, and a conflict de-escalation script.
→ Eliminates the "I thought we agreed" conversation
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Document 02
Client Risk Indicator Summary
Full behavioral risk breakdown across 8 dimensions — micromanagement index, change tolerance, approval pattern risk, trust baseline, and stakeholder complexity.
→ Surfaces the patterns that generate fee erosion
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Document 03
Expert Interpretation
A licensed psychologist's reading of who this client is, what determines whether the project succeeds, and how to present to them in a language they actually respond to.
→ The one document you read before the first meeting
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Document 04
Project Management Guide
Phase-by-phase guidance calibrated to this client's risk profile — when to lock decisions, how to present options, and how to manage escalation at every stage.
→ Stops concept phase from reopening at month 8
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Document 05
Adaptive Scope of Work
A scope document built for this client's risk indicators — revision limits, phase-lock requirements, client obligations, and response deadlines calibrated to the identified risks.
→ Hard limits built in before the engagement starts
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Document 06
Contract Clause Set
Four targeted contract clauses addressing this client's failure modes — with WHY, WHEN, and WHAT TO SAY scripts for introducing each clause without triggering resistance.
→ Protects studio profit from mid-project changes
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01 // Fee Erosion
Stops scope creep before the contract is signed
The documents identify which clients will keep expanding the brief — and give you the exact clause to stop it in writing before it starts.
02 // Revision Spirals
Ends the "just one more change" cycle
Phase-by-phase sign-off protocol and revision caps mean clients can no longer reopen completed work without triggering a billable change order.
03 // Unpaid Work
Documentation you can take to court
Every deliverable, every approval, every verbal agreement — turned into a written trail that protects your fee from the first meeting to final payment.
04 // Client Conflict
De-escalation script before tension builds
Each profile comes with a conflict protocol — exactly what to say and what to send when a misunderstanding appears, before it becomes a dispute.
05 // Late Payment
Payment milestones tied to phase sign-off
The Scope of Work links every payment to a signed deliverable — so clients can no longer delay payment by claiming the phase isn't "quite done yet."
06 // Contractor Bypass
Keeps you in control of your own site
The communication protocol clause prevents clients from going around you to the contractor — protecting your project timeline and professional authority.
// Ready to run a live assessment?
Your next client is already
sending signals.
Send your client a 3-minute intake. Receive a complete risk dossier — all 6 documents, calibrated to your specific client and project type — before the first meeting. First assessment is complimentary.
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