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Meeting Prep, in the advisor sidebar under Capabilities, is where you get ready for a client conversation: “Prepare notes for a client meeting; private to your organisation.” Nothing here is ever visible to the client.

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The layout

1

Choose a client, see who they are

Clients is a browse-and-pick panel with Connected, Workspaces and All tabs, a search box, and a status badge on each client. Manage clients jumps to the Clients page, and picking a client sets it as the client you’re working with across the app while keeping you on Meeting Prep. New client opens the same Create New Client wizard used on the Clients page, so you can add a client without leaving Meeting Prep. Once you pick an active client, a See profile button appears on its row and opens the business details on file. Meeting Prep Briefs, your organisation’s past briefs, sits beside the panel: the Notes column starts hidden (View brings it back), and selecting a row opens its report, or the recorded note while the report is still pending.
2

Choose the kind of brief

Meeting Preparation Brief sits underneath. It opens with two large cards, Initial meeting and Market sync; select the one that matches the conversation you are walking into. Each card names the brief’s mode (Discovery or Analysis) and says in one sentence how that brief reads.
3

Write a note, then generate

Add anything the brief should know about why you are meeting, in Notes for this meeting, then select Generate Meeting Brief. A blank note is fine: the brief is composed in full from the client’s profile and research either way.

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Choosing the kind of brief

Two kinds are available today: Switching kind never touches your note, so you can change your mind mid-sentence.

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Writing the note

Your note is not filed away and forgotten; it is handed to the brief alongside the client’s profile and the company research. It is the one part that says why you are walking into the room, so be specific about who you are meeting, what you want to find out, and what a good outcome looks like.
Notes are capped at 100 words. A live counter sits under the field and Generate Meeting Brief stays disabled past the limit. The cap is deliberate: past a hundred words a note stops being your intent and starts being background the brief has to summarise back to you.
Above the button your firm’s remaining prep allowance is stated as you work, for example “3 of 15 preps left today.”, so you know what is left before you spend it rather than after. It is the same number as the one on Plan & Usage.

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After you generate

A confirmation stays on screen for about twenty seconds: “Your brief is being composed. You’ll be notified when it’s ready; follow it in Notifications.” The brief composes in the background; Dashboard → Notifications announces it when it is ready, and it appears in the table below with View report.

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Meeting Prep Briefs

Meeting Prep Briefs, the full-width table under the form, lists your firm’s most recent briefs, the latest 30: the client, the kind, the author, when it was recorded, and the note. Open a row to read a longer preview of the note in place (the first 240 characters), search within that window, and use the row’s menu for View report (the brief) or View note, which loads the complete note. An older brief stays reachable from its Ready notification and from the client’s page. It is a shared memory across your firm: anyone in your advisor organisation can see what was prepared last time.
Meeting Prep works with connected clients and workspaces alike; for a pending client you can still select them and prepare. The company and market research the brief draws on is read on the client’s page and from the brief itself, see Research.

Reading a brief

What a finished brief contains, section by section.

Working with clients

Acting in a client’s context in Evaluations.