Run your first audit

Create your first project in Audity and follow the audit lifecycle from setup to deliverable generation.

Once onboarding is complete you land on the main dashboard. This page walks you through creating your first project and starting the audit process so you can see the full lifecycle end to end.

Prerequisites

• You have completed sign-up, plan selection, and firm profile setup.
• You are on the Audity dashboard.

Step 1, Create a new project

1. Click New project (or navigate to /projects/new).
2. Enter a project name and select the client this audit is for. If the client does not exist yet, you can create one inline.
3. Click Create project. Audity provisions a project and redirects you to the project dashboard at /projects/[id]/dashboard.

Step 2, Review the project dashboard

The project dashboard is your command center for a single client engagement. From here you can:

• Track audit progress across all 13 steps.
• Access interview transcripts and raw responses.
• Trigger deliverable generation once the audit is complete.

Step 3, Start the audit

1. From the project dashboard, click Start audit (or open the audit section).
2. Audity launches the 13-step structured interview flow.
3. Work through each step with your client. You can pause and resume at any point, progress is saved automatically.

Step 4, Generate deliverables

Once all 13 steps are complete, the project dashboard shows a Generate deliverables option. Click it to produce the client-facing report, scorecard, and recommendations.

Where to go from here

This walkthrough covers the basics. For a detailed breakdown of every stage in the audit lifecycle, including how to interpret scores and customize deliverables, see the full Run an audit guide.

Topic	Link
Audit lifecycle deep-dive	Run an audit
Managing your firm profile	Business context settings
Account and billing	Dashboard → Settings → Billing