The client Profile tab
Open and fill in a client's Profile, see how it differs from Summary, and how the assistant uses it as context for a draft checklist that you then review.
Recorded on a demo practice with fictional data. English narration with captions.
11/10/2026 • 1 min • tutorials
Open and fill in a client's Profile, see how it differs from Summary, and how the assistant uses it as context for a draft checklist that you then review.