> ## Documentation Index > Fetch the complete documentation index at: https://docs.aireadyscore.com.au/llms.txt > Use this file to discover all available pages before exploring further. # Advisors overview > How an advisor organisation works in AI Ready: your client portfolio, the Clients list, and how you reach a client. An **advisor** is a *type* of organisation, not a role a person holds. When your organisation is an advisor organisation, AI Ready gives you tools to work across several client organisations. (Being an advisor is separate from whether you are an owner, admin, or member of your own organisation, see [Roles](/accounts/roles).) You reach a client only through a **partnership** that the client has agreed to, or through a **workspace**, your firm's own private working copy of a client. You never share a client's login. ## Your landing screen When you sign in to an advisor organisation, the dashboard shows **Overview**, *"Your client portfolio at a glance."* The layout matches a company's dashboard, so both accounts read the same way. * The **narrow left column** is what needs your attention: **Alerts**, **Reports**, and your grouped [notifications](/using/notifications-and-alerts), plus **Getting started** while your firm still has steps left. * The **wide right column** is where you work. Your list of clients sits at the top, with **All** (the default), **Connected**, and **Workspaces** tabs; selecting a client here sets who you are **working with**. Until you pick one you'll see **Select a client**, *"Pick a client above to see and run their AI readiness evaluations."* * Below the list is the selected client's panel, named after them, with **Evaluations** (open on arrival), **Meeting Prep**, and **Reports** as sections you expand. Each assessment shows its latest state with **Continue** or **View**; for a connected client, **See profile** sits in the panel's header. Your sidebar groups **Capabilities** (**Research**, **Evaluations** → **AI Readiness**, **Meeting Prep**, **Reports** → **Overview** / **AI Readiness** / **Meeting Prep**, and **Notes**) and **Management** (**Clients**, **Organisation**, **My Settings**). If you have not added any clients yet, the client list shows **No clients yet**, *"Create your first client to start advising them."* ## The Clients page Open **Clients** to see everyone you work with. The page is titled **Clients**, *"Clients you advise, invites awaiting a response, and clients you've added."* Three tabs filter the list, with **All** first and selected by default: * **All**, everything together. * **Connected**, clients you have an active or pending partnership with. * **Workspaces**, your firm's private working copies (see [Workspaces](/advisors/workspaces)). A **?** hint beside the tabs explains the difference between connected clients and workspaces. The table has these columns: | Column | What it shows | | --------------- | -------------------------------------------------------------------------------------------------------------------------------- | | **Type** | **Connected** or **Workspace**, so the kind is visible at a glance. | | **Client** | The client's name. | | **Domain** | The client's email domain. | | **Status** | The current state of the relationship: **Active**, **Pending activation**, **Pending**, **Archived**, **Expired**, or **Ended**. | | **Permissions** | What you're allowed to do for this client (view only, or view and run evaluations). | | **Since** | When the relationship began. | | **Updated** | When it last changed. | | **Actions** | Actions available for that row. | When you have no clients on a tab, you'll see **No clients yet**, *"Use Create New Client to connect to an existing client or create a new one."* On the Workspaces tab the empty state is **No workspaces yet**, *"Use Create New Client and choose the Workspace option to add one."* If a filter hides everything, you'll see *"No clients match these filters."* ## Switching between clients You act on behalf of one client (or your own firm) at a time, this is your **Working with** context. Switch from the dashboard's client list, or with the **Working with** selector on any evaluation page; while a client is selected the sidebar and evaluation pages carry clear client markers. See [Working with clients](/advisors/working-with-clients). ## Meeting Prep Advisors also have **Meeting Prep**: choose a client, review their profile and their **Latest Reports**, and record private prep notes. It has its own guide, [Meeting Prep](/advisors/meeting-prep). **Research** shows the same company and market research on its own page, for the client you are **Working with** — or your own firm on **My Firm** — when you want to read it without starting a prep. See [Research](/using/research). ## Related How a partnership starts, the states each side sees, and how it ends. What a workspace is, who can see it, and what you can do inside one.