Each client in your practice has a profile page that brings together CRM context, interaction history, banking-system data the client has shared, and quick actions — all in one place.
Opening a Client Profile
From Practice → Clients, click any client's name. You can also reach a profile from search results, reminders, pipeline cards, or smart lists.
Profile Header
The header shows the client's name, connection and seat badges, data-sharing scope at a glance, engagement score, and current pipeline stage. From the action menu you can invite, assign or revoke a seat, manage data-sharing, review a client-initiated connection request, or retire the CRM profile.
Retiring the CRM profile archives open deals, preserves CRM history, removes the client from the active roster, and ends the advisor connection. For a shared agency client, it also ends agency access. Release any active practice or agency seat first. The client's Policy Stack account is not deleted.
Tabs
The profile opens on Overview with six more tabs for deeper work: Discovery, Timeline, Banking, Liabilities, Prep Brief, and Documents.
Overview tab (default)
Designed for meeting prep:
- Stat tiles — policies, active loans, assets, goals
- Quick actions — Add Deal, log a touchpoint, set a reminder
- Recent interactions — most recent calls, meetings, emails, texts, notes
- Upcoming follow-ups — open reminders sorted by due date
- Private advisor notes — your private notes, scoped to this client
Click any section header to jump into the relevant full tab.
Timeline tab
The full chronological interaction feed: calls, texts, emails, meetings, and internal notes. Use Add Entry to log new interactions, or the Smart Paste sub-tab to paste raw meeting notes and have them parsed into structured entries.
Discovery liability intake
For a prospect or contact without a connected Policy Stack account, the Discovery tab's Liability intake card sends a standalone liability-list link. It is separate from Household Check-In. When the contact submits, Policy Stack creates an advisor-owned Debt Sequencer scenario snapshot. Connected clients use their shared recorded liabilities instead.
The same context routing is available from Scenarios -> New Scenario -> Debt Sequencer: selecting an existing client loads that client's shared Policy Stack liabilities into the new scenario, while selecting a prospect offers the liability-list request alongside modeling now with your own numbers — a later submission creates its own dated scenario and both are kept.
Banking tab
The client's shared whole life banking system appears as a Net CV trend, Protect · Save · Grow year-to-date facts, Capital Flow, Capital In Use loan accounts and draws, and expandable policy workspaces. Present opens a client-facing slide deck over the same core zones. Advisors and team members with read/write access can remove an untouched practice-loaded policy after checking the acknowledgment and typing DELETE; once the client has added data, the client must remove it from their own account.
The tab marks restricted categories instead of substituting zeroes. Pending Auto Log events are excluded from Actual totals and event history until the client confirms them. Possible duplicate policy records and manual-review loan-account states remain visible to the advisor in the working view; advisor-only operating notes do not appear in Present mode.
Actual is implicit on recorded-only zones. Planned, Projected, and Modeled values stay explicitly badged; mixed-source comparisons label Actual when needed.
Liabilities tab
For a connected client who has allowed liability sharing, this tab shows their active tracked liabilities with recorded balances, APRs, and monthly payments. The list is read-only on the client profile.
When the client also shares advisor tools, choose Model payoff sequence to open a client-scoped Debt Sequencer scenario. The initial scenario loads all complete shared active liabilities into an immutable advisor snapshot; it does not change the client's liability records. If those records change later, the scenario marks the copied values stale until you deliberately refresh the snapshot. Sending the scenario is a review handoff, and the client must accept it before Policy Stack creates a client-owned Payoff Path.
Add Deal
The Add Deal quick-action creates a new pipeline deal linked to this client (and their household), pre-filled with their contact info. Useful for capturing pipeline activity without leaving the profile.
What You Can Edit from a Profile
- Notes (add, edit, delete your own)
- Reminders (create, complete, reschedule)
- Tags
- Pipeline stage
- Assigned team member
- Deals (via Add Deal)
You cannot edit the client's banking-system data from their profile — policies, loans, and deployments are entered by the client in their own account (or by you, if the client is seated and has granted you read-write data-sharing). Policy removal is narrower: a practice-loaded policy can be removed only while it has no client data; once client data exists, the client must remove it.
For a prospect who has not joined Policy Stack yet, the profile's Policies card can hold advisor-entered policy drafts that the prospect can later accept into their own account — see Preload Policies for a Prospect.