CCIAF  ·  Client Portal

Private Client Onboarding

Begin the alignment process.

This form opens the alignment process — it does not confirm an engagement. The founder reviews each submission individually and will follow up to confirm scope, fit, and the appropriate engagement structure. Nothing is due at this stage.

CCIAF works with clients across three engagement structures: a single-decision advisory, an ongoing retainer, and a senior engagement. The right structure is confirmed at alignment. If you are uncertain, note that in the form and the founder will advise.

Step 01

Submit this form

Legal name, email, organization (if applicable), decision context, and timing horizon. This is sufficient to begin the alignment process.

Step 02

Alignment

The founder reviews your submission and follows up — by written exchange or a short call — to confirm the scope, fit, and decision framing before proceeding.

Step 03

Acceptance & payment

If the engagement is accepted, a payment link is sent. Payment confirms the engagement and opens the formal intake phase. No fee is due before this point.

Payment triggered here

Step 04

Sign documents

The NDA and Engagement Letter are delivered via DocuSign. Both must be executed before analysis begins. Signing the NDA confirms agreement to the Terms, Disclaimer, and Privacy Policy.

Step 05

Psychometric intake

The NEO PI-R Big Five inventory is administered through PariConnect. It takes approximately 35 minutes and requires no preparation. You may opt out at this stage if preferred.

Step 06

Brief & review session

The written brief is delivered privately. A review session with the founder walks through the analysis, addresses questions, and closes the engagement.

Your details

Please enter your full legal name.
Please enter a valid email address.
Optional — include if the engagement concerns a company, fund, institution, or family office rather than a personal matter.

Engagement type

If you are uncertain, select the last option and the founder will advise at alignment. Please select an engagement structure.

Context and scope

For The Election: describe the specific decision and its stakes. For Retainer and Senior engagements: a description of the advisory relationship you are seeking is sufficient. Confidential details can be shared after the NDA is signed. Please describe your context and what you are seeking.
For The Election: when does the decision need to be made? For Retainer engagements: when would you like to begin? For Senior engagements: any relevant timing constraints. Please indicate your timing.
Optional — helps the founder frame the right scope at alignment.
Optional — confidentiality requirements, jurisdictional context, or anything else the founder should know before the alignment conversation.

Submitting this form opens the alignment process only. No fee is due and no engagement is confirmed at this stage. An engagement is confirmed only after the founder accepts it and the Engagement Letter has been signed by both parties. Submitting confirms that you have read and agree to the Terms of Engagement, Disclaimer, and Privacy Policy at cciaf.minhaaj.com.