Client chat is available on any individual client record in Slant. It lets you have a focused conversation with your AI assistant—limited to just that client. That means every question you ask is answered in the context of that client’s history, meetings, documents, and tasks. Whether you’re prepping for a meeting, digging into a past conversation, or trying to track down a detail from months ago, Client chat is your go-to. Here are just a few ways you can use client chat:

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Surface past conversations

  • “What did we talk about in our last meeting with the Jacksons?”
  • “Pull the notes from the January 2023 review.”
  • “Summarize our meeting about their Roth conversions.”

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Find lost info

  • “Did Barbara ever confirm her new email address?”
  • “What was the name of the CPA they mentioned last fall?”
  • “Where did we land on the vacation home discussion?”

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Extract key details from files & emails

  • “Summarize the trust document they uploaded last week.”
  • “What did the client say in their last email?”
  • “Pull out the key details from their estate plan.”

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Generate personalized content

  • “Draft an email following up on today’s meeting.”
  • “Write a summary of action items from our last two meetings.”
  • “Create a birthday message I can send to Sean.”
Asking Slant to draft an email for you is one of the most powerful features of chat. Simply request an email and Slant will draft one for your review. Edit the draft as needed and send it with a single click.

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Plan and take action

  • “Remind me to send them a follow-up next Thursday.”
  • “Create a task for me to update their beneficiary info.”
  • “Do we have anything scheduled with them next month?”
Client chat helps you stay in the loop—without searching through notes, digging through email threads, or opening file after file. It’s the fastest way to get clarity, take action, and serve each client like they’re your only one.