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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, spouse, partner, etc.). Household members have their own contact information, but most of your work happens at the client level.

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Page layout

The client detail page has two sections:
  • Main panel (left) — Tabs for interacting with the client
  • Right sidebar — Household details, records, and comments

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Main tabs

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Chat

The AI-powered chat interface helps you find information about the client, answer questions about their history, and run workflows on the client record.

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Custodian

View custodian account data and portfolio balances for the client. This tab appears when the client has linked custodian accounts.

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Activity

A chronological feed of all client interactions, including emails, meetings, tasks, notes, and comments.

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Email

View email correspondence history and send emails from the client record. Track email engagement and access previous communications.

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Phone

View text messages and call logs for the client. This tab appears when your book has a phone integration connected (RingCentral or MyRepChat).
Configure your phone integration in Settings -> Integrations to enable the Phone tab.

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Meetings

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

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Tasks

Create and assign client-related tasks. Track task progress, deadlines, and completion status.

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Notes

Create detailed client notes to track important information and decisions. Use @ mentions to notify team members.

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Household

View and manage household members, their roles, and their contact information. Learn more about managing household members.

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Records

Access client-related records in one place:
  • Custom fields — View and edit custom field values
  • Projects — View and start projects for the client
  • Opportunities — Track sales opportunities
  • Related records — Cross-references to other records
  • Trusts — Trust records associated with the household
  • Files — Documents stored via your connected storage provider
  • Financial accounts — Custodian account details and ownership (clients only)
  • Sequences — Email sequences the client is enrolled in

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Comments

Add comments on the client record to track conversations and decisions among your team.

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Header actions

The client header provides quick access to common actions:
  • Send email — Open the email composer with the client’s contacts pre-filled
  • Add task — Create a new task linked to the client
  • Start meeting — Start or schedule a meeting with the client
  • Call — Initiate a phone call (when a phone integration is connected)
Additional actions are available in the more menu (three-dot icon):
  • Add a note
  • Start a project
  • Add to a sequence
  • Convert to prospect
  • Archive to past client
  • Merge with another household
  • Destroy the record

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Next steps

Managing people

Add and edit household members

Review schedule

Configure review cadence