Meetings, tasks and reviews

Agendas, notes, client summaries, tasks for your team or the client, and review cadence.

Meetings

Schedule from a household's Meetings and tasks page, starting from an agenda template if you like. Notes are encrypted. Marking a review meeting as held records the review and sets the next one due.

Summaries and tasks

Write a short summary for the client, and share it in their portal when it's approved. Tasks can be for your team or the client; clients tick theirs off in the portal.

Across the firm

Meetings, Tasks and Pipeline show your whole book; the dashboard shows what's due.