Households overview

A household is a family unit in Slant. Every client, prospect, and past client is a household — it’s the shared foundation that holds people, contact information, activity history, and everything else related to a family you work with. Whether someone is an active client, a prospect you’re cultivating, or a past client you’ve archived, they all share the same household structure. The type determines which tab they appear on and which features are available.

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Household types

Every household has one of three types:

• Client — An active, paying household. Clients appear under Records → Clients in the sidebar and have access to custodian account linking, review scheduling, and assets under management (AUM) tracking.
• Prospect — A potential household you’re cultivating. Prospects appear under Records → Prospects and share most features with clients, but don’t have review schedules or custodian data.
• Past client — A former client you’ve archived. Past clients appear under Records → Clients → Past clients and retain all their historical data. They can be restored to active client status at any time.

You can convert households between types as relationships evolve. See converting between types for details.

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People in a household

Each household contains one or more people — the individual members of the family. Every household must have a head of household, and can optionally include a spouse or partner, dependent children, and other family members. The head of household is the primary contact. Their name and contact details are displayed prominently on the household and used as defaults throughout Slant. For full details on managing people, roles, and contact information, see People.

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The household detail page

When you open a client, prospect, or past client, you see the household detail page. The layout is the same across all household types, with a few features specific to clients.

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Header

The header shows the household name, primary email address, and primary phone number. Below the name you’ll find:

• Tier — The household’s service tier. Click the tier badge to change it. Prospects show a Prospect badge here instead.
• Tags — Click Add tags to assign or remove tags. Tags wrap to two rows at most. Any that don’t fit collapse into a +N more button — hover over it or click it to see the full list.
• AI summary — Slant generates a summary of the household based on its data. This updates automatically as you add information.

Hover over the household name and click the pencil icon to open Edit household name. A customized name stays fixed when the household leaders’ names change. To return to your company’s naming convention, reopen the dialog and click Use default name.

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Default household names

Admins can choose how Slant names households that do not have a customized name. Go to Settings → Company settings and set Default household name to one of these formats:

• John Smith Household
• John Smith
• Smith Household
• Smith
• Smith, John
• John and Jane Smith Household
• John and Jane Smith
• The Smith Family

Changing the setting opens Replace household names?. The first change replaces all existing household names across the company. Later changes replace only names that have not been customized. Clients also display a Next review due on date in the header when a review schedule is configured.

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Quick actions

The top-right corner of the header provides quick access to common actions:

• Call — Start a phone call (requires phone integration)
• Send email — Open the email composer
• Add task — Create a task for this household
• Start meeting — Create a new meeting linked to this household

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More actions

Click the … menu next to the quick actions for additional options:

• Add note — Create a note for this household
• Start project — Begin a new project with this household
• Add to sequence — Enroll the household in an email sequence
• Fill PDF — Fill a document template with household data
• Send form — Send the household an intake form to fill out (not available for past clients)
• Extract data — Upload a document and automatically extract contact details, financial information, and other fields into the household
• Enrich household — Use AI to find and add publicly available information about the household
• Convert to prospect — Demote a client to a prospect (clients only)
• Archive to past client — Archive a client as a past client (clients only)
• Convert to other contact — Convert a single-person household to an other contact. Projects, opportunities, financial data, and vault files are permanently deleted.
• Merge with household — Combine this household with another
• Destroy — Permanently delete the household and all associated data

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Content tabs

The main area of the household detail page is organized into tabs:

• Chat — An AI-powered conversation about this household. Ask questions, get meeting prep, or request analysis.
• Overview — A customizable dashboard of widgets for this household. See customizing the overview layout.
• Custodian — View linked custodian accounts and financial data (clients only)
• Email — Email history, compose new messages, and generate AI follow-up tasks from a thread
• Phone — Phone call history (requires phone integration)
• Meetings — Past and upcoming meetings with this household, grouped by year with the newest meetings first
• Tasks — Tasks associated with this household. Narrow the list with the Assigned to and Project filters, or click Filter to filter by Priority, Label, Due date, or Collaborator.
• Notes — Notes and documentation about this household

Type @ in a note to mention a record or a teammate. Teammate suggestions cover only people with access to this book, and everyone you mention gets a notification. See notification settings to control whether those notifications also arrive by email. To preserve a record of advice, attestations, or any final note that shouldn’t change, click the ⋮ menu on a note card and choose Lock. Locked notes are read-only — content, mentions, references, labels, and attachments are frozen, and the note can’t be deleted. You can still pin or unpin a locked note from the same menu. Any user can reorder these tabs for the whole company — see reordering the tabs.

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Reordering the tabs

Any user can set the tab order that everyone on the team sees on client and prospect detail pages. Client and prospect tab orders are configured separately — changing one does not affect the other.

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Customizing the overview layout

The Overview tab is a drag-and-drop dashboard built from widgets. Pick which widgets appear, rearrange them, and resize each one to fit how your team works. The layout is shared across your company — every advisor sees the same overview, and you can set a different layout for clients, prospects, other contacts, and businesses.

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Enter edit mode

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Add, move, resize, and remove widgets

While editing:

• Add — Drag a widget from the right-hand list onto the grid. Widgets already placed are dimmed and cannot be added twice (except custom fields, which can appear multiple times).
• Move — Drag any widget by its header to reposition it.
• Resize — Drag the bottom-right corner of a widget to make it larger or smaller.
• Remove — Click the trash icon on a widget’s header to take it off the grid.
• Undo — Click Undo in the editor panel to reverse your last change.

Click Save to publish the layout to your team, or close the editor to discard changes.

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Available widgets

The activity timeline also records intake form exchanges. Sending a form adds a “sent a form invitation” entry, and a completed form adds a “submitted a form” entry. Each entry shows the form name — click it to open the invitation or the submission.

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Right sidebar

The right side of the page has three tabs:

• Household — Shows each person in the household with their role, contact details, and key fields. Expand a person to edit their information inline, or click Show more to open their full person detail page.
• Records — Linked records including custom fields, projects, files, financial accounts, and more.
• Comments — Internal comments visible to your team. Use comments to collaborate with colleagues about this household.

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Service tiers

Tiers let you prioritize households by service level. By default, Slant provides four tiers — A, B, C, and D — but your book can be configured with up to eight tiers with custom labels. You can set a household’s tier from:

• The tier badge on the household detail page header
• The Tier column on the clients or prospects list (click inline to change)
• Bulk actions on the list page (select multiple households and click Tier)

Tiers also drive review and touchpoint schedules — you can configure different cadences per tier in your book’s engagement settings.

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Tags

Tags help you categorize and filter households. A household can have multiple tags, and you can filter by tag on the clients or prospects list page. Add tags from the household header by clicking Add tags, or in bulk from the list page by selecting households and using the tag action in the selection bar. The tag list opens with a Selected tags header and a count of the tags already on the household. Click any tag in that group to remove it. Below that, type in Search or create tags… to find an existing tag or to create a new one with the name you typed. When the household already carries every tag in your book, the list reads “All available tags are selected”.

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Review schedule

Slant tracks when each client is due for their next review meeting. The review schedule is based on a cadence — how frequently you review the client — and updates automatically as you hold review meetings. Cadence options are: Monthly, Quarterly, Trimesterly, Semi-annual, or Annual. The cadence can be set at three levels, with the most specific taking priority:

1. Household override — Set directly on the client
2. Tier cadence — Configured per tier in book settings
3. Book default — The global cadence for all clients in the book

The Next review due on date appears in the client header and can be filtered on the clients list page.

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Touchpoint tracking

Touchpoints track how recently you’ve engaged with a household. Slant automatically records touchpoints when you send emails, hold meetings, make calls, and complete other interactions. Like review schedules, touchpoints use a cadence to calculate when the next touchpoint is due. This helps you identify households that may need attention.

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Converting between types

As your relationship with a household evolves, you can convert between types:

• Prospect to client — Click Promote to client on a prospect’s detail page. This moves the household to the clients tab and activates client features like review scheduling and custodian linking.
• Client to prospect — From the … menu, select Convert to prospect. This moves the household to the prospects tab and removes review schedule and financial data.
• Client to past client — From the … menu, select Archive to past client. The household moves to the past clients section under clients. All data is preserved and the household can be restored at any time.
• Past client to client — Click Restore to client on a past client’s detail page to move them back to active client status.
• Household to other contact — From the … menu, select Convert to other contact. This is only available for households with a single person and converts the household into an other contact.

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FAQ

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Next steps