LedgerWorksOS

Digital Workspace Setup

gives the practice a recommended view rhythm, so the command center, calendar, clients, and accreditation modules behave like one operating system.

Suggested default routes

`/app`, `/app/calendar`, `/app/clients`, `/app/accreditation`

The practice should know which view starts the day and which view acts as the shared timing source.

Shared timing source

Compliance calendar for both client and internal readiness work

The practice should know which view starts the day and which view acts as the shared timing source.

Checklist

Choose the work areas that define the operating rhythm

The product now has enough work areas to support a real practice rhythm, but the workspace setup still needs an explicit starting pattern.

Set the default morning workspace route

Start from `/app`, `/app/calendar`, or `/app/clients` on purpose instead of bouncing between random routes.

Use the shared calendar as the timing source

Deadlines for clients and accreditation should stay visible in one calendar rather than in scattered reminders.

Decide the primary operating rhythm

Clarify whether the first month is driven more by setup, accreditation, revenue-development work, or recurring client retention.

Guided links

Move through the real practice surfaces

Choose the default operating surfaces for the first month so the practice knows where work begins each day.

Use the command center for the daily opening pass

The home workspace should frame the day, while calendar and clients provide the deeper drilldown routes once pressure is clear.