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The review manager helps you stay on top of client review meetings. It shows when each client was last reviewed, when their next review is due, and whether a review meeting is scheduled — all in one view. Open the review manager by clicking Clients → Reviews in the sidebar.

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Views

The review manager includes two built-in views:
  • Upcoming reviews — Focused on review scheduling. Shows when each client’s next review is due, their last and next review meetings, and their review cadence.
  • Touchpoint Tracking — Focused on engagement frequency. Shows the last touchpoint, when the next touchpoint is due, and the touchpoint cadence for each client.
Click the + button next to the view tabs to create additional custom views with your own filters, columns, and sort order.

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Upcoming reviews columns

The default Upcoming reviews view displays:
  • Client — Household name (click to open the detail page)
  • Tier — Service tier (editable inline)
  • Last review meeting — Date of the most recent meeting marked as a review. Click to select a past meeting to mark as a review or to manually log a review date.
  • Next review due — The calculated date when the client’s next review should happen. Shows in red when overdue. Click to set a manual override.
  • Next review meeting — The scheduled date of the next upcoming meeting marked as a review. Click to mark an upcoming meeting as a review.
  • Review cadence — How frequently the client should be reviewed (editable inline)
Click + Add column to show additional columns: Tags, Last touchpoint, Next touchpoint due, Touchpoint cadence, Next meeting, AUM, Email address, and Phone number.

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Touchpoint Tracking columns

The Touchpoint Tracking view displays:
  • Client — Household name
  • Email address — Head of household’s primary email
  • Tier — Service tier
  • Last touchpoint — Date of the most recent interaction (meeting, email, call, or SMS)
  • Next touchpoint due — When the next touchpoint should happen based on the cadence
  • Touchpoint cadence — How frequently the client should be contacted
Touchpoints are recorded automatically when you send emails, hold meetings, make calls, or complete other interactions with a client.

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Review cadence

The review cadence determines how frequently a client should be reviewed. Options are:
  • Monthly
  • Quarterly
  • Trimesterly (every 4 months)
  • Semi-annual
  • Annual
The cadence can be set at three levels, with the most specific taking priority:
  1. Client override — Set directly on the client from the review manager or the client detail page
  2. Tier default — Configured per tier in book engagement settings
  3. Book default — The global cadence for all clients in the book
If no cadence is set at any level, Slant defaults to annual.

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How the next review date is calculated

Slant calculates the Next review due date by adding the review cadence to the date of the last review meeting. If no review meeting has been recorded, it uses the most recent meeting date. If the client has no meetings at all, it falls back to the Client since date. When you hold a new review meeting, the next review date recalculates automatically.

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Mark a meeting as a review

Not every client meeting is a review. Slant distinguishes review meetings from regular check-ins so that only reviews affect the review schedule.

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From the review manager

1

Click the Last review meeting cell

Click the cell for the client whose review you want to record.
2

Select a past meeting

Choose from the list of past meetings with this client. The selected meeting is marked as a review and the review schedule updates.
To mark an upcoming meeting as a review:
1

Click the Next review meeting cell

Click the cell for the client.
2

Select an upcoming meeting

Choose from the list of scheduled meetings with this client.

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From the client detail page

The review schedule section in the client header shows the last review meeting, next review meeting, and next review due date. Click any of these to update them.

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Override the next review date

If you need to adjust when a client’s next review is due — for example, to accommodate a scheduling conflict — you can set a manual override.
1

Click the Next review due cell

In the review manager or the client detail page header.
2

Select a date

Choose a new date for the next review.
The override stays in place until the client’s next review meeting is recorded, at which point Slant recalculates the date automatically and clears the override.

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Filtering

Quick filter chips at the top of the review manager let you filter by Review due, Review cadence, Next review meeting, Last touchpoint, and Tier. Click Filter for advanced filtering by additional fields including Last review meeting, Full name, and any custom fields configured for your book.

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FAQ

If no cadence is set on the client, their tier, or the book, Slant defaults to an annual review cycle. Set a cadence at any level to override the default.
Yes. Click the Last review meeting cell and clear the selection. The meeting reverts to a regular check-in and the review schedule recalculates.
No. Review scheduling is only available for clients. When you promote a prospect to a client, you can then configure their review cadence.
Yes. Click the Last review meeting cell and use the manual date option to record a review date without linking it to a meeting in Slant.

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Next steps

Clients overview

Manage the clients list and create clients

Meetings

Schedule and track meetings with clients