Clarity+
Transform your client interactions with Clarity+, a new intelligence layer that automatically analyses client file notes to surface key insights and opportunities. The feature processes your last five client file notes to generate dynamic, actionable intelligence accessible from the redesigned Client Overview page.
Clarity+ helps you:
- Surface relevant client details and financial information before meetings
- Identify patterns and opportunities across client interactions
- Maintain personalised service while scaling your practice
- Reduce meeting preparation time
The feature is now available by default on all client pages - just click the "Clients" icon in the sidebar and select any client to view their personalised insights.
Improvements
- Ability to reset your password
- You can change the client for a file note that has been generated
- The name of a client can be changed on the clients table