WHITE-GLOVE PLANNING

Estate
Planning
CRM

Track relationships, meeting artifacts, and follow-ups. Import transcripts, review activity history, and keep drafts organized per client.

Workflow

CRM is where you manage the relationship: track activities, follow-ups, transcripts, and saved drafts for each client. Import transcripts first, then review the timeline to understand engagement health.

Delete contact

Remove this person from the CRM?

This permanently deletes Test Person and all related activities, transcripts, questionnaire responses, and generated plans. This cannot be undone.

Client Closed — engaged client

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