First-run setup wizard

The 3-step card that appears on the dashboard of a brand-new firm. Takes a fresh firm from 0% compliance health to ~60% in 30 seconds with no typing.

When you see it

• Compliance health is below 30%
• You haven't dismissed it for this firm before
• You're using the same browser (dismissal is per-browser)

It disappears automatically once your compliance health crosses 30%.

The three actions

1. Appoint me as MLRO

Records you as the firm's nominated officer. POCA s.330 requires every firm to have a named MLRO to receive internal SARs. The notes on the appointment flag it as auto-appointed via the wizard, so you can transfer to another partner later in Settings → AML Compliance → MLRO Appointment.

2. Publish starter PCP (v1)

Publishes a 16-section Policies, Controls and Procedures document pre-filled with AMLGAS-aligned starter text. Edit each section in Settings → AML Compliance → Policies, Controls & Procedures to reflect your firm's actual procedures. The starter is safe to publish as v1 — it's mainstream accountancy boilerplate.

3. Log my AML induction

Records that you completed AML induction training today, with a 12-month expiry. Doesn't include other staff yet — add them later in Settings → AML Compliance → Staff AML Training Register.

What if I dismiss it by mistake?

The dismissal is stored in your browser's local storage. Clear that to bring it back, or just open Settings → AML Compliance and do the same steps manually — the wizard isn't doing anything you can't do from there.

What if my compliance health drops back below 30%?

The wizard is one-time per dismissal — once you've dismissed it (or all three actions complete), it stays gone for this browser even if your score regresses later.