Clients

In Slant, a client represents a household or family. A client consists of one or more household members, each with an assigned role (head of household, partner, etc.). Household members have their own contact information, but most of your work will be done on the client level.

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Household roles

Each client can include multiple members, each with a different role:

• Head of household: Primary contact person.
• Partner: Spouse or life partner.
• Dependent child: Minor children or dependents.
• Other adult: Additional adult family members.
• Other dependent: Adults who are dependents of the client.

Each client will have the following tabs:

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Client Chat

The AI-powered chat interface helps you quickly find information about key topics and decisions for that client, as well as run agent workflows on the client record.

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Activity

The activity feed is a chronological view of all client interactions, including emails, meetings, tasks, notes, and comments.

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Email

View email correspondence history, send new emails directly from the client record, track email engagement and responses, and access email templates and previous communications.

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Messages

View text messages sent to and from the client, used for context in the chat or when drafting emails. Slant currently supports text messages through MyRepChat.

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Meetings

View and manage client meetings, access meeting recordings and transcripts, access AI-generated meeting summaries, and review meeting action items and decisions.

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Tasks

Create and assign client-related tasks, track task progress and deadlines, view task history and completion status, and manage follow-up items from meetings.

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Notes

Create detailed client notes to keep track of important information and decisions, and @ mention team members to get their attention.

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Comments

Add comments on a client record to track conversations and decisions.

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Household

View and manage household members, their roles, and their contact information.

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Records

Manage projects, files, financial accounts, and enrolled sequences for that client.