Client Management & CRM
A complete view of every client — history, notes, appointments, rewards, and communications — all in one place.
Client Records
Each client has a dedicated profile with their full history on the platform.
- Personal and business contact information
- Full referral history and service history
- Intake submissions linked to the client record
- Documents uploaded by or for the client
- Notes added by preparers and admins
- Reward points balance and redemption history
- Appointment history and upcoming bookings
- Communication timeline
CRM Dashboard
The CRM dashboard gives you a birds-eye view of your entire client base — with filters, search, and quick actions so you can find and act on any record instantly.
- Search clients by name, email, or phone
- Filter by status, preparer, service type, or date range
- Sort by last activity, value, or referral count
- Bulk actions for tagging, reassigning, or messaging clients
- Pipeline metrics: total clients, active, at-risk, churned
Notes & Tasks
Every client interaction can be documented. Notes are private to your firm and tasks keep your team accountable.
- Add rich-text notes to any client record
- Tag notes by type (call, email, meeting, etc.)
- Create tasks with due dates and assignees
- Mark tasks complete and view completion history
- @mention team members in notes to notify them
Appointment Scheduling
Clients can book consultations and follow-up appointments directly through the client portal or via a public booking link.
- Configurable availability per preparer
- Clients self-book via the client portal or a shareable link
- Automatic confirmation emails sent to both parties
- Reminders sent 24 hours before the appointment
- Integrates with popular calendar tools
- Preparer view of all upcoming appointments
Client Portal
Clients get their own secure portal where they can view their status, check rewards, submit intake forms, upload documents, and book appointments — without needing to call or email.
- Secure login for each client
- Real-time referral and service status
- Document upload and download
- Reward points balance and available redemptions
- Appointment booking
- Secure messaging with their preparer
Client Rewards & Appreciation
Keep clients engaged and encourage referrals by rewarding them for their loyalty and contributions.
- Award points for referrals, completed intake, and milestones
- Clients redeem points from the rewards library
- Client appreciation messages and gift triggers
- Automated reward emails on birthdays and anniversaries
- Leaderboard for top-referring clients
Bookmarks
Team members can bookmark any client, referral, or document for quick access. Bookmarks are personal and appear in the top navigation for one-click access.
Global Search
The platform-wide search (accessible via the search bar or ⌘K) lets you find clients, referrals, documents, and tasks instantly. Results are real-time and ranked by relevance.