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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 (the same one the dashboard uses) 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 one, their readiness profile, the business details on file, fills the space beside it.
2

Review what we know

Underneath sit the two halves of what is already known. Company research is what we found publicly about their business, grouped into About, Products & services, Organisations, People, Metrics, Credentials, Digital presence, Social media, and Updates, with Data incomplete and Sources folded away at the bottom. Its header tells you how current it is: Researched [date] with an Up-to-date or Expired badge, or Researching… while it runs. A Researcher confidence gauge shows “How certain the researcher was of what it recorded, out of 100.” With nothing on file yet you’ll see No company research yet. Latest Reports is what has already been generated for them, split across AI Readiness, Meeting Prep and All tabs. Each row offers See report, which opens the report in a new tab, and See submission details, which opens what it was generated from in a side drawer; See all reports takes you to the Reports page.
3

Pick the kind of prep, then write

Prep notes starts with the type of meeting you are preparing for, because that decides what the brief researches. The composition guide beside the field shows what each type produces: when to choose it, the brief’s mode, and a section-by-section depth bar (a full bar runs deep, a short bar stays brief, a struck section is not in that brief; hover a bar for its meaning). Then write your note in the field.

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Choosing the prep type

Two types are available today: Evaluation action report and Readiness review appear in the tab strip marked Soon. They are not selectable yet; they arrive with the flows behind them.

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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 Record prep 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.
Beside Record prep 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. Insert template drops a headed scaffold into the field for the selected prep type. It never overwrites what you have already typed; into an empty field it fills, and onto existing text it appends below. Switching prep type never touches your note either, so you can change your mind mid-sentence.

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Recorded prep

Recorded prep, “Private meeting-prep notes your organisation has recorded.”, lists every note your firm has saved: the client, the author, the note, and when it was recorded. 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 Latest Reports panel simply shows what exists so far. Company research appears only once research has run for that client; there is nothing to trigger by hand.

Working with clients

Acting in a client’s context in Evaluations.

Evaluation history

The run records the prep panel opens.