Client Overview

Everything about a client — one screen, zero digging. The Client Overview is the landing page of every workspace, giving you an instant snapshot of the engagement the moment you open it.

At a glance you see:

• Client health score and status

• Key contacts and details

• Retainer balance and usage

• Open tasks and overdue items

• Upcoming meetings

• Recent activity

• Activity heat map

On top of that, the AI generates a dynamic summary of what's happening with the client — recent progress, items needing attention, and anything you might have missed. A quick read before a call or check-in, and you're fully up to speed.

No clicking through tabs. No rebuilding context from memory. Open the workspace and know exactly where things stand.